1
You stay the CPA
We do not take the tax engagement, and we do not sell monthly bookkeeping. The client relationship stays yours.
For CPAs & Tax Pros
You stay the CPA. We deliver the books.
Your client is behind. You need a tax-ready handoff package your software can file from — not another firm trying to take the engagement. We catch up a full year in 3 business days. We do not take the tax work or the monthly bookkeeping.
The Handoff
A clean package. Your return. Their books, done.
We are the year-end catch-up sprint. You remain the tax professional.
2
Tax-ready in 3 business days
Reconciled P&L, balance sheet, and a CPA handoff package your software can file from — delivered to you and the client.
3
You file from it
Drop the package into your workpapers. If something needs a clarifying question, we field it. Then you file.
Who to Send
Send cash-basis service businesses. Hold the rest.
Same fit we publish for owners — so you can screen a client in thirty seconds.
Cash-basis service businesses
Attorneys, marketing & creative, HR consultants, recruiters, real estate agents, and owner-run dental, veterinary, or chiropractic practices. Solo owners and small teams who need one clean year, not a $500/month bookkeeper.
Accrual, inventory, or AR
Accrual-basis books, inventory tracking, or businesses that need invoicing and accounts-receivable support. For those, a monthly bookkeeper is the better answer — we will say so on the call.
What You Can Tell the Client
Price floor they can hear from you first.
Share these numbers so the discovery call is a scope conversation, not a surprise.
From $2,000
Flat-fee floor for one company, cash basis, up to 1,000 transactions and 2 financial accounts. Higher volume or complexity is quoted on the call.
Typically $750
Each additional prior year is quoted separately — typically $750 — so the 3-day window on the current year stays honest.
50% deposit
Half up front locks the 3-business-day delivery slot. The rest is due at delivery. No hourly billing.
How to Refer
Book a 15-minute call, or email the client intro.
Send the client to the calendar, or email hello@booksreadynow.com with the intro. We will scope fit, quote the flat fee, and keep you on the handoff.
Ready to hand one off?
15 minutes. We confirm fit and the flat fee.
You stay the CPA. We stay the catch-up sprint.
Book My Free 15-Min Call