About
Built by CPAs, for the people who do the books.
The Book Office is the team behind accounting firms scaling capacity, and behind the corporate bookkeepers who hire us directly. Same operation, two doors, independent review at every delivery.
What we do
Two channels. One operation.
The Book Office mission is to serve accounting clients with integrity, professionalism, and stewardship.
The Book Office envisions a future where every accounting client — firm or bookkeeper — can confidently stand at the forefront of their work, supported by a back office that quietly does the heavy lifting — enabling exceptional service, trust, and growth.
The Book Office is proud of our core values to drive your business success:
- Integrity – We uphold the highest ethical standards in every action, ensuring trust and accountability.
- Professionalism – We deliver accurate, confidential, and dependable work that meets the standards of every client we serve.
- Stewardship – We safeguard client relationships and resources, providing reliable capacity that lets accounting clients — firm or bookkeeper — grow with confidence.
Meet the Founder
Jonathan Allen, CPA
Jonathan grew up in the mountains of Northwest North Carolina. He graduated from Ole Miss with a Bachelor’s degree in Accounting. He furthered his studies at Wake Forest University where he received a Master’s of Science in Accounting.
Jonathan began his career as a tax consultant at Ernst and Young in Manhattan. While in New York City, he enrolled in New York University’s Financial Planning Certificate program. After passing the CFP exam, he moved to the mountains of North Carolina and began to work for Allen Wealth Management in 2004. In addition to being a Certified Public Accountant and Chartered Life Underwriter, Jonathan has received his Numismatic Diploma from the American Numismatic Association.
Jonathan started Allen CPA in 2019 and merged with Leonard Kelly & Associates in the same year. He bought with Virginia Staton’s CPA practice in 2022 and formed J. Allen Professional Services (which would later become the Book Office) in 2024.
Jonathan loves to teach. He taught accounting at Wake Forest University, retirement planning for Bryant University and, various financial planning courses at Appalachian State University.
Jonathan is passionate about our community. He has served on the Board of Directors for the Appalachian Theatre of the High Country is currently serving on the Board of UNC Health Appalachian.
In his spare time, Jonathan enjoys fly fishing (he has a goal to catch a fish each month of the year), snow sports, and hiking with his family. He married his wife Stephanie, a school psychologist, in 2008. They have two daughters, Meredith and Rachel.
Why choose us
Accuracy & reliability
Capacity you can trust — under your firm’s brand or alongside the bookkeeper. Same operation behind every deliverable.
U.S. oversight, secure document transfer, multi-factor authentication, NDAs and BAAs. Every deliverable — return or report — gets an independent review before it leaves the door.
The Book Office was founded by Jonathan Allen, CPA to give accounting firms — and corporate bookkeepers — a reliable back office. We’ve lived the seasonality, the turnover, and the compliance pressure on the firm side. Our work is built to solve those problems directly, whether you’re billing your clients for it or doing the work yourself.
Every file gets an independent review before release. Internal scorecards track accuracy and timeliness every month. All documentation is securely stored for full traceability.
TBO Partner work is delivered under your firm’s name — your clients never see us. TBO Direct works alongside the accounting team, augmenting capacity without taking over the role. Either way, the buyer stays in front of the work.
Start with a pilot project and scale as needed — from a handful of returns to hundreds, or from a month of cleanup to ongoing bookkeeping. No seat commitments. No minimums. Flex up during tax season and down afterward without HR headaches.
We work in the same systems your team does — QuickBooks Online for bookkeeping; Thomson Reuters UltraTax, Intuit ProSeries, or Intuit ProConnect for tax preparation; Revver for document management. No new platform to learn, no migration project, no disruption.
