Who We Serve
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We’re here to make it simple
You’re the tax expert. We’re the bookkeeping pros. Together, we create a stronger financial team for your clients. . At Alignment, we support CPAs and Tax Professionals who want a reliable partner they can trust with the numbers, so they can provide the best advice without getting bogged down in reconciliations, reports, and categorization.
What we do
We handle the bookkeeping essentials — from clean-ups and catch-ups to monthly reconciliations, categorizations, and financial reporting. We ensure your clients’ books are accurate, organized, and always ready for tax season (without the last-minute scramble). With us managing the details, you can stay focused on strategy, tax planning, and building strong client relationships.
Ready to see how we can work together?
We will support you by:
Partnership Package
- Bookkeeping support for your service-based business clients
- Management of up to 4 bank/credit card accounts in QuickBooks Online
- Monthly bank reconciliations and financial accuracy checks
- Accounts Receivable tracking and reporting
- Accounts Payable management and vendor coordination
- Monthly Profit & Loss and Balance Sheet delivery
- Profit margin tracking and insights for client performance
- Monthly financial review meeting with your team
- Direct collaboration with your firm to keep client books tax-ready year-round
Getting direction with the basics can have
Outsourced Bookkeeping for CPAs
Cost starting at $2450 Monthly
This service is designed for CPAs and Tax Firms who need reliable, behind-the-scenes bookkeeping support as they scale. We handle the weekly categorizations, monthly reconciliations, and financial reporting for your clients — so you can focus on tax strategy, compliance, and client relationships.
