Cleanup and catch-up focus
We specialize in cleaning up overdue bookkeeping records, reconciling accounts, and bringing historical periods up to date.
For CPAs
A reliable catch-up bookkeeping partner for CPA firms and accountants
Do My Books USA supports CPA firms that need a trusted bookkeeping partner for backlog clients, cleanup work, reconciliations, and monthly bookkeeping. No tax returns are prepared here. The focus is on getting bookkeeping records into cleaner shape so your team can step into tax or advisory work with less friction.
Organized handover
We hand back cleaner bookkeeping records and supporting information so your team spends less time untangling bookkeeping backlog.
Stable service boundaries
We do bookkeeping and bookkeeping cleanup. Tax returns, advisory, and CPA services remain with your firm.
How I support CPA firms
Relieve backlog pressure without taking over the CPA relationship
- Handle catch-up bookkeeping before year-end or tax prep
- Work through reconciliations that are blocking tax workflow
- Maintain monthly bookkeeping records for clients who need ongoing support
- Return organized records ready for firm review and tax handoff
Ideal referral clients
Clients who are several months behind, businesses with incomplete reconciliations, owners whose records need structure before tax work can proceed, and companies that need regular bookkeeping once catch-up is complete.
Handover approach
Books prepared for a cleaner next step
The goal is not to replace the tax professional. The goal is to reduce disorder before the file lands on the CPA's desk. We work toward a more organized bookkeeping file, reconciled accounts where in scope, and clearer supporting records.
Why firms use us: Your team gets help with the bookkeeping backlog while retaining the client relationship, the tax relationship, and the advisory role.
Confidentiality for firms
Professional discretion for referral relationships and client records
CPA and accountant referrals depend on trust. Client financial records are handled with care and professional discretion, and Do My Books USA is NDA-friendly where a confidentiality agreement is appropriate. The aim is to support your firm professionally while respecting client privacy.
Why this matters to firms
- Confidential handling of sensitive bookkeeping records
- Respect for the firm's client relationship
- Accurate cleanup work with clear service boundaries
- Reliable CPA-ready handover at the end of the engagement
Partnership value
Why partnering with us helps your firm
Less cleanup burden internally
Your firm can stay focused on tax, compliance, and advisory priorities.
Better-prepared records
Clients arrive with bookkeeping records that are easier to review, question, and finalize.
Ongoing support if needed
After catch-up work, we can maintain monthly bookkeeping for suitable clients.
Partnership CTA
Have a client who needs cleanup before tax handoff?
Schedule an intro call or send a referral. I can review the bookkeeping backlog and outline the next steps.