MonthlyCount is done-for-you monthly accounting that doesn't just close your books. It feeds a year-round tax strategy at Taxstra, so every clean transaction becomes a captured deduction. One team owns your books, your plan, and your filing, your annual tax return included. April becomes a non-event.
Illustrative example, not an actual client.
Your books are two or three months behind. Bank feeds aren't reconciled, personal and business money are tangled, and QuickBooks is a black hole of errors you don't have time to fix. Your bookkeeper records history but never advises. Your CPA only sees the numbers at filing, and by then the deductions are gone and the strategy windows have closed. So you manage by bank balance, guess at your margins, and brace for a bill that drops your stomach every April.
Every month without a real close is a month of six-figure decisions made blind, and a tax bill you could have legally cut by five figures. Messy books and reactive filing quietly leak $20,000 to $100,000+ a year. Proactive planning only works on dollars before year-end. After December 31, most of those moves are off the table for good.
Books done. Taxes already planned. Your number already the lowest it can legally be, and you knew it months ago. This is what it feels like when your accounting and your taxes are finally one connected system.
"This is what it feels like when your books and your taxes finally work as one system."
Most firms split bookkeeping and tax. We built them as one pipeline, so nothing falls through the cracks, and we can actually help lower your bill.
Within your first 60 days, we bring your books fully up to date, however far behind they are. We've cleaned up worse. Full historical reconciliation so every deduction is captured from the start. It's all included.
Your dedicated bookkeeper reconciles every account and categorizes every transaction to tax-strategy standards. Every month you get your financials, a full P&L, balance sheet, and cash flow statement in plain English, plus reporting you can drill into for the detail standard bookkeepers never give you.
Your live books flow straight to a Taxstra strategist who works to bring your bill down before year-end: entity structure, owner comp, retirement and depreciation timing. This is where many clients recover $20K-$100K+, mid-year, not next April. Results vary by business.
The same team that kept your books files your return, with no handoff, no re-explaining, and no missed deductions. Business and owner returns, prepped fast and audit-ready. Tax time becomes a non-event.
MonthlyCount is the engine that makes Taxstra's tax savings possible, a self-reinforcing loop where good bookkeeping compounds into a lower bill. Taxstra can only save what your books can prove. MonthlyCount makes sure your books prove all of it. Clean books aren't an expense. They're the highest-ROI input to keeping more of your money.
Clean books in: every month we reconcile every account and categorize every transaction correctly, accurate and complete, not a shoebox reconstructed in April.
Nothing slips through: accurate categorization surfaces every legitimate deduction in real time (home office, mileage, depreciation, entity write-offs) instead of months later when the receipts are gone.
Planning gets sharp: working from clean, current numbers, Taxstra runs real mid-year strategy (entity structure, estimated payments, retirement and depreciation timing), the moves that can turn into $20K-$100K+.
Savings fund growth: a lower tax bill frees cash you reinvest, which creates more activity and complexity, which makes clean monthly books even more valuable. Back to turn one, stronger.
This isn't bookkeeping you bolt a CPA onto later. It's a complete books-to-tax pipeline under one roof, every piece engineered to keep more of your money.
You don't buy any of this today. The first step is a free call to see if it fits, where we'll quantify exactly how far behind your books are and how much you're likely overpaying in tax, as a real dollar number, not a pitch.
Cheap accounting is how you got surprise tax bills. We're the firm that pays for itself in saved tax and saved time. Pricing scales with your revenue, transaction volume, and complexity, and your exact rate is confirmed on your free call.
Every plan includes your annual tax return and year-round tax planning, not just the bookkeeping.
Billed monthly on a 12-month engagement. Prepay annually and get one month free. No proprietary lock-in, your books stay in standard QuickBooks and are always yours.
We earn premium fees, so we hold ourselves to a premium standard. We bring your books fully up to date within 60 days, no matter how far behind or how messy they are. We've cleaned up worse. From there, your books are closed by the 20th every month and your full financials land in plain English. Your annual tax return and year-round planning are part of the service, handled by the same team. There's no long lock-in: your books stay in standard QuickBooks and are always yours. And the strategy call itself is free and no-obligation, so worst case you walk away with a clearer picture of your numbers and an idea or two you can use, even if we never work together.
Taxstra, the CPA firm behind MonthlyCount, holds a 5.0 average across 113 Google reviews. Here's a sample, in their words.
"I am very pleased with Taxstra. They handle all my business and personal accounting. Payroll, monthly P&L, taxes, and tax returns. I highly recommend them."
"Bryan, my accountant, is truly one of the smartest people I know. He has an incredible understanding of the value of a dollar and always finds ways to maximize financial benefits."
"I recently had the pleasure of working with Taxstra, and I must say, the experience exceeded my expectations. From start to finish, their professionalism, expertise, and customer care were outstanding."
"Exactly what I was looking for in a CPA/Tax Prep Company. Returns were filed on time. Highly recommend Bryan Martin and his team to everyone who needs to have their taxes incl. biz taxes done!"
"From my perspective, I have very complicated taxes and cannot say enough in appreciation for Bryan to figure it all out: His patience, his expertise, his persistence made all the difference in the world!"
"Brian and his team were very helpful even though I was running behind on taxes. They made me feel comfortable. Everything went great and I'm all caught up."
You can keep guessing and keep handing the IRS money you don't owe, or you can know your numbers and your tax position every single month, starting now. The call is free, 30 minutes, zero obligation, and you'll walk away with at least one actionable tax insight even if we never work together.
Free 30-minute Tax-Leak & Books Audit. We'll show you exactly how far behind your books are and how much you're likely overpaying in tax, as a real number. No pitch unless we're a fit. Pick a time below.
No card required · 30 minutes · You'll meet Bryan Martin, CPA, and leave with at least one actionable tax-saving insight, even if we never work together.
Here's our commitment: we bring your books current within 60 days however far behind you are, your annual tax return and year-round planning are included, and there's no long lock-in. We onboard a limited number of new businesses each month, so every client gets a real close and a partner-level relationship.