1
You stay the CPA
We never take the tax engagement. If your client wants ongoing monthly or quarterly books, we keep them and send you the package; the client stays yours.
For CPAs & Tax Pros
You stay the CPA. We deliver the books.
Your client needs clean cash-basis books your software can file from. We never take the tax engagement. If your client wants ongoing monthly or quarterly books, we keep them and send you the package; the client stays yours.
The Handoff
A clean package. Your return. Their books, done.
We keep the books. You remain the tax professional.
2
Done in 1 week
Year-End Cleanup is done within 1 week (5 business days) of receiving all documents and account access. Quarterly Financials go out by the 20th day after quarter end. Monthly Financials go out by the 10th business day of the next month. Those dates are not the 1-week guarantee. You and the client get a reconciled P&L, balance sheet, and CPA handoff package.
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
Realtors and brokers, attorneys, marketing & creative, HR consultants, recruiters, and owner-run dental, veterinary, or chiropractic practices. Year-End Cleanup, Quarterly Financials, or Monthly Financials — same tiers for all of them.
One out-of-scope list
Out of scope: accrual basis, inventory, invoicing/AR tracking, job costing, payroll, tax filing/estimates/1099 filing, and trust/escrow. Insurance agencies route to Trident. 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.
Starting at $750
Solo starts at $750, Growing starts at $1,050, Established starts at $1,600. Up to 12 months, done within 1 week (5 business days) of receiving all documents and account access. Your flat fee depends on accounts, transactions, and how messy the books are. We confirm it on a free 15-minute call.
Starting at $250/qtr · $175/mo
Quarterly Financials start at $250, $325, or $450 per quarter, delivered by the 20th day after quarter end. Monthly Financials start at $175, $225, or $325 a month, delivered by the 10th business day of the next month. Those dates are not the 1-week guarantee. Mid-year catch-up uses the 1-week guarantee.
Starting at $75 / month
Backlog beyond 12 months is starting at $75 per month. A 3-business-day rush is 25% more when the schedule allows. A 50% deposit reserves the place. No hourly billing.
Medical, dental, and other higher-volume offices are custom-quoted on a free 15-minute call.
How to Refer
Book a 15-minute call, or email the client intro.
Send the client to the calendar, or email ryan@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 keep the books and send you the package.
Book My Free 15-Min Call