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Branch & Ledger - Where Statements Thrive
Bookkeeping for Taxes
Our Services
About
Contact
Why Work with Us?
Book now
Branch & Ledger - Where Statements Thrive
Bookkeeping for Taxes
Our Services
About
Contact
Why Work with Us?
Book now
Bookkeeping for Taxes
Our Services
About
Contact
Why Work with Us?
Book now

Messy Books Make Tax Season More Expensive Than It Needs to Be

When your books aren’t clean, your CPA has to fix them before they can file your return and they’ll charge premium hourly rates to do it.

Unreconciled bank accounts, incorrect balances, and “close enough” numbers don’t just slow things down, they can:

  • Inflate your tax prep bill

  • Delay filing and refunds

  • Increase the risk of notices or audits

  • Make proactive tax planning almost impossible

You shouldn’t be paying CPA pricing for bookkeeping cleanup.

Get my books tax ready

WHY CLEAN BOOKS MATTER FOR TAXES

1. Your CPA has to fix the books first
If your books are incomplete or inaccurate, your CPA can’t trust the numbers. They’ll spend time cleaning things up—and you’ll pay their higher hourly rate for work a bookkeeper should have already done.

2. Retained earnings must match
If prior years haven’t been recorded correctly, your retained earnings and equity won’t tie to last year’s tax return. That makes accurate filing difficult and can create red flags with the IRS.

3. No clean books = no real tax strategy
Tax planning relies on real numbers. If your income, expenses, or balance sheet are off, your CPA can’t confidently recommend strategies—like timing expenses, depreciation choices, or entity changes.

4. Inaccurate books increase audit risk
Incorrect balances, misclassified expenses, and unrecorded transactions can all lead to filing errors. Clean books help protect you from scary letters and unnecessary penalties.

5. Clean books save you money over time
When your bookkeeping is handled correctly throughout the year, tax season becomes quick, predictable, and significantly less expensive.

Our Tax-Ready Bookkeeping Cleanup Package

We step in as your bookkeeping partner to bring everything current and accurate, so your CPA can focus on tax strategy, not data repair.

What’s included:

  • Review of your current bookkeeping and prior-year tax return

  • Catch-up & cleanup for outstanding months/years in QuickBooks Online

  • Full bank, credit card, and loan reconciliations

  • Fixing misclassified transactions and balances

  • Ensuring retained earnings & equity tie to prior tax filings

  • Organized year-end reports for your CPA (P&L, Balance Sheet, trial balance)


We coordinate directly with your CPA if needed, so everyone’s on the same page.

Book a tax ready clean up call

Stay Clean All Year…Not Just at Tax Time

Once your books are cleaned up, we can continue managing your monthly bookkeeping so tax season is never a scramble again.

  • Monthly reconciliations & financial statements

  • Clear reports you and your CPA can rely on

  • Optional advisory support for cash flow and planning

Add monthly bookkeeping to my cleanup

This Is For You IF…

  • You’re behind on bookkeeping and nervous about taxes

  • You’ve received “we need more info” emails from your CPA

  • Your retained earnings or equity never seem to make sense

  • You’ve been avoiding looking at your books because they’re a mess

  • You want to stop overpaying your CPA for bookkeeping work


If that sounds like you, we can help get you current—and keep you there.

Meet Branch & Ledger

Branch & Ledger is a boutique virtual bookkeeping firm led by Gretchen Tyler, MBA. We specialize in clean, accurate books that make tax season smooth, for both you and your CPA.

We limit our client roster so you get:

  • Fast, clear communication

  • Meticulous reconciliation and review

  • A long-term partner who understands your business

Your books aren’t just numbers. They’re the foundation of every tax decision you make.

Book my tax-ready clean-up call

Stop dreading the email from your CPA. Let’s clean up your books so tax time is smooth, strategic, and under control.

Let’s Build Your Financial Foundation

Location

Serving Clients Nationwide — 100% Virtual

Contact

(480) 979-9004