Bookkeeping
Books done right — for firms and bookkeepers.
The Book Office provides bookkeeping support for accounting firms and corporate bookkeepers that need extra capacity. Our team handles daily entries, reconciliations, cleanup and catch-up, and reporting — so you can stay focused on the work that needs you. With a structured process, clear turnaround times, and dual quality checks, every deliverable is secure, timely, and consistent with your standards.
- Scope Transaction entry, AP/AR, reconciliations, and month-end close in QuickBooks Online — plus cleanup and catch-up (including multi-year), QuickBooks setup, chart-of-accounts design, and custom and consolidated reporting.
- Responsibility The Book Office does the posting, reconciliation, and reporting. You keep review, final sign-off, and the client relationship — under your firm’s brand through TBO Partner, or alongside your role through TBO Direct.
- Turnaround Routine entries are completed within three business days and month-end closes within five business days once documentation is received.
- Quality Control Every deliverable is independently reviewed, tracked with internal scorecards for timeliness and accuracy, and stored in Revver for client-ready delivery.
Tax preparation
Tax prep capacity that scales with your season.
We help accounting firms meet seasonal demand with on-demand tax preparation through TBO Partner. Working in your firm’s preferred tax software, our team organizes client documents, enters data, prepares adjustments, and delivers individual returns for your review. Every return is reviewed against standardized checklists before it reaches your firm — your firm holds final review and signature.
- Scope We prepare individual returns in your firm’s preferred tax software, including document organization, data entry, adjustments, and draft return preparation.
- Responsibility All returns are prepared under your brand, with your firm conducting the final review, signature, and client delivery.
- Turnaround Drafts are typically delivered within seven to ten business days of receiving complete documentation, with expedited options available during peak demand.
- Quality Control Each return is reviewed against standardized checklists before it reaches your firm, and all files are securely maintained in Revver for traceability.
Service Standards
Standards that safeguard your work.
Every service we provide follows strict protocols for confidentiality, timeliness, documentation, and quality control — ensuring your firm’s reputation is always protected.
Confidentiality by Default
Encrypted transfers, MFA, NDAs and BAAs — whether the work runs under your firm’s brand or lands on your desk.
Timely Delivery
Standard turnaround times are built into our workflows, with oversight approval for exceptions.
Client-Ready Quality Control
Independent review, documentation in Revver, and final oversight ensure accuracy and compliance.
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Services FAQ
Common services questions.
What firms and bookkeepers ask before they engage.
Two service lines: bookkeeping — including cleanup and catch-up, QuickBooks setup, chart-of-accounts design, and custom and consolidated reporting — and individual tax preparation. Bookkeeping is available to accounting firms through TBO Partner and to corporate bookkeepers through TBO Direct; tax preparation runs white-label for firms through TBO Partner.
Accounting firms and accounting practices that need on-demand capacity, and corporate bookkeepers who want to scale their own — across the United States.
Through TBO Partner, yes — everything runs under your firm’s name, and we don’t contact your clients. Through TBO Direct, we work directly with the bookkeeper — same team, same standards.
We work to your deadlines and close schedule. Turnaround is agreed up front for each engagement — bookkeeping, cleanup, or tax prep — and delivery happens on the agreed date. If a date is ever at risk, you hear it before the date, not after.
Secure workflows with MFA and encrypted transfer, independent reviews on deliverables, oversight approval, and client-ready documentation stored in Revver.
QuickBooks Online for bookkeeping; your firm’s preferred tax software — Thomson Reuters UltraTax, Intuit ProSeries, or Intuit ProConnect; and Revver for secure document management.
Book a consultation to confirm scope, workflows, and SLAs. We’ll begin with a pilot before scaling capacity.