Bookkeeping Services
Virtual Tax Office – Virtual or Phone Appointments – Secure Document Portal
Accurate, Audit-Ready Bookkeeping in Menifee
Focus on running your business while we handle the math. We provide virtual, secure monthly bookkeeping services to keep your financials balanced, compliant, and completely tax-ready.
Schedule a Free Consultation1. Meet Your Bookkeeper
We assess your transaction volume, review your financial goals, and provide an upfront monthly quote.
2. Secure Connection
You grant us “Accountant Access” to your QuickBooks Online so you retain full ownership of your data at all times.
3. Monthly Review
We quietly work behind the scenes to categorize your expenses, reconcile bank feeds, and map your payroll data.
4. Clear Reporting
Receive accurate Profit & Loss and Balance Sheet reports so you always know exactly how your business is performing.
Essential Monthly
Starting at
- Pairs with QBO Simple Start
- Up to 2 Accounts (Bank/Credit)
- Monthly Bank Feed Categorization
- Standard Profit & Loss Report
Growth & Payroll Recon
Starting at
- Pairs with QBO Plus
- Up to 5 Accounts + Class Tracking
- After-the-Fact Payroll Mapping
- Detailed Balance Sheet Reports
Historical Clean-Up
Priced Per Month of Data
- Untangle Uncategorized Expenses
- Reconcile Missing Prior Months
- Prepare Books for Tax Filing
Dedicated Client Perk: 20% Off Tax Preparation
When you retain Menifee Tax Prep for your monthly bookkeeping, your year-end financial data is already organized, balanced, and verified. Because this saves us significant preparation time, we pass the savings back to you with a 20% discount on your annual business and personal tax returns.
*Software Subscriptions: To ensure you retain full ownership and control of your financial data, your QuickBooks Online (QBO) software subscription is billed directly to your preferred payment method. Our firm will handle the complete software setup and send you a secure invite to activate your billing. Please note that this software subscription fee is separate from Menifee Tax Prep’s monthly bookkeeping service fees.
*Payroll Boundaries: Menifee Tax Prep provides After-the-Fact Payroll Reconciliation. We do not process active payroll, initiate direct deposits, or remit payroll taxes. The business owner is fully responsible for utilizing a third-party payroll provider (such as Gusto, ADP, or QBO Payroll) to process wages and submit timely tax remittances.
*Clean-Up Cutoff & Capacity: To maintain strict accuracy and compliance standards, any requests to organize chaotic or missing records (Historical Clean-Up) must be signed and initiated at least three (3) weeks prior to your required tax filing deadline. Furthermore, we reserve the right to refuse late-season clean-up engagements if the required workload would compromise our ability to complete existing clients’ tax returns on time.
© 2026 Menifee Tax Prep, LLC. All services subject to signed engagement letter.