Bookkeeping Plus Tax: Your One-Stop Solution for Small Business Bookkeeping

Bookkeeping Plus Tax: Clean Books, Tax Savings, & Year-Round Clarity — Audit-Ready Books and Tax Filing Under One Roof

Stop losing revenue to the “gap” between disconnected providers. Giesler-Tran Bookkeeping is your one-stop solution for integrated bookkeeping plus tax services, utilizing the proprietary to ensure your financials are audit-ready year-round. Instead of paying expensive CPA “fix-it” fees to correct errors at year-end, our unified team—led by a Senior Tax Accountant—aligns your weekly financial recording with aggressive tax strategy, helping Medical Offices and Service Businesses capture every valid deduction. Experience the peace of mind that comes from having clean books and tax filing under one roof, backed by a proven track record of identifying over $35,000+ in savings for the majority of our clients.

“GTB identified over $35,000 in savings by correcting our categorization and expense tracking. — Chris Waterman, MTM Services

Finally — Bookkeeping And Tax Done Together, Not in two different worlds.

Medical offices and service businesses lose thousands every year when they split their bookkeeping and taxes between disconnected providers.

GTB solves that by combining Tax-Smart Bookkeeping with in-house Tax Preparation from our Senior Tax Accountant.

✅ One team.

✅ One system.

✅ One source of truth.

✅ Zero confusion.

Schedule Your Free Financial Health Evaluation
Bookkeeping + Tax Filing | 50% Off First Month

Why Businesses Lose Money

Brian Giesler holding up a blue sign that reads bookkeeping and taxes should not be two separate services.

Bookkeeping and Tax Should Not Be Two Separate Services.

When they are, this happens:

Medical Offices

❌ Insurance reimbursements don’t match reported income
❌ The provider did not properly reconcile payroll
❌ Equipment & supplies miscategorized
❌ EOB errors causing incorrect tax reporting

Service-Based Businesses

❌ Missing receipts = missing deductions
❌ Mileage, tools, materials, home office — not captured
❌ Income overstated due to deposit mismatches
❌ W-2/1099 mistakes creating IRS penalties

When your books and tax filing don’t talk to each other, YOU pay the price.

The villain is the gap between bookkeeping and taxes.

We eliminate that gap.

Our Proven Approach

The Bookkeeper + Tax Integration System™

Clean Books → Tax Strategy → Filing → Compliance
All in one place.

Here's what you get

Tax-Smart Bookkeeping (weekly accuracy)

✅ Industry-specific COA
✅  Coded for compliance
✅  Built for deductions
✅  Perfect reconciliation
✅  Zero surprise adjustments at tax time

Cleanup & Reconstruction (if needed)

We fix the mess FIRST so tax filing is accurate.
No band-aids. No shortcuts.

In-House Tax Filing (Senior Tax Accountant)

CPA-level tax prep without CPA-level pricing.

We handle:

✅  Federal tax returns
✅  State tax returns
✅  Multi-state filings
✅  1099s & W-2 support
✅  Depreciation & asset schedules
✅  Year-end review directly from bookkeeper + tax preparer together

No more “your books aren’t right — go fix them.”
We fix them and file them.

Year-Round Tax Strategy

  • We update your books every week.
  • We refresh your tax plan every quarter.
  • We keep your numbers up to date—always.

Audit-Ready Documentation

Every line item has a trail.
Every deduction has support.
Every report ties out.

This is the GTB Advantage.

Brian Giesler pointing toward the left of the screen to highlight important content on the site.

WHO WE HELP

Medical Offices

Chiropractors • Dentists • Therapists • PT Clinics • NP-run Practices • Wellness Clinics • Nonprofits

Service Businesses

Contractors • Trades • Home Services • Consultants • Agencies • E-commerce • Specialty Services

If you want compliance, clean numbers, and tax efficiency, we built this for you.

Finally, our EOBs and insurance reimbursements match our tax reporting perfectly—no more red flags.”

Expert. Transparent. Nationwide.

YOUR BOTTOM LINE

When your bookkeeper and tax preparer are the same team, you save money.

You get:

✅ more deductions
✅ fewer IRS problems
✅ accurate income reporting
✅ no missed write-offs
✅ clean quarterly and year-end numbers
✅ no expensive CPA “fix your books” bills
✅ We align your tax filing with your actual operations.

This isn’t convenience — it’s a competitive advantage.

Brian in front of a group of medical professionals and service based business owners, Brian is holding two hats that read Tax and Bookkeeping.

Simple, Transparent Pricing

Bookkeeping: Flat-rate monthly
Tax Filing: Flat-rate, based on entity & complexity
Cleanup: One-time upfront or split-pay available

No hourly rates.
No guessing.
No surprise invoices.

Expert. Transparent. Nationwide.

SIMPLE, UNDENIABLE OFFER

FREE Financial Health Evaluation

  • Tax Review

  • Bookkeeper + Tax Integration Plan

  • 50% Off Your First Month

Your books and taxes handled by the same team — the way it should be.

Client Success Stories

“Having bookkeeping and taxes together saved us money and stress.” Improved: “Integrating bookkeeping and tax eliminated expensive CPA ‘fix-it’ fees and end-of-year panic.”

 

“The weekly clarity system changed everything.” Improved: “Weekly accuracy means zero surprise adjustments—we are tax-ready every single Monday.”

Brian Giesler, Small Business Bookkeeping expert, pointing upward to highlight the form.

FAQs About Bookkeeping Plus Tax Integration

How does the Bookkeeper + Tax Integration System™ help my business?

The Bookkeeper Plus Tax Integration System™ eliminates the gap between bookkeeping and tax preparation, allowing for year-round tax planning instead of just year-end filing.

Why should bookkeeping and taxes be handled by the same team?

When bookkeeping and tax duties are separated, you risk communication gaps that lead to expensive ‘fix-it’ fees and missed deductions. Without a unified team, businesses often suffer from inconsistent categorization and mismatched deposits, which can trigger IRS red flags and cause you to lose thousands annually. This disconnect creates a ‘gap’ in your finances where income is often overstated, expenses are overlooked, and you are left paying the price for uncoordinated providers

Who is the Bookkeeper Plus Tax Integration System™ for?

This system is specifically built for Medical Offices (Chiropractors, Dentists, Therapists) and Service-Based Businesses (Contractors, Trades, Consultants) who need their financial records to be audit-proof and tax-ready.

How does this system help reduce my tax bill?

It lowers your tax bill by accurately categorizing transactions, reconciling income, capturing deductions, and ensuring your books support every number on your tax return.

Can Giesler-Tran Bookkeeping file my taxes as well as do my books?

Yes. Giesler-Tran Bookkeeping’s Senior Tax Accountant can file your taxes in-house or work with your current CPA if you prefer.

What does the Bookkeeper Plus Tax service include?

The service covers monthly bookkeeping, reconciliations, financial statements, tax-ready records, tax prep, and year-end filing—customized for your business.

Do you clean up old books before filing taxes?

Yes. If your books are behind or inaccurate, we start with a cleanup to fix past transactions and get everything current before filing your taxes.
 

How do I get started with the Bookkeeper + Tax Integration System™?

It starts with a Free Financial Health Evaluation. Click the schedule button below to book a time.
Brian Giesler looking downward to the left overlooking content below.