Most bookkeeping firms give you reports.
We give you clean, tax-smart, audit-ready control over your entire financial system.
Giesler-Tran Bookkeeping (GTB) is built for medical offices and service-based businesses that:
Are tired of messy books and year-end chaos
Are sick of paying for “bookkeeping” that still leaves their CPA cleaning up
Want one team to handle bookkeeping + tax the right way, from day one
We don’t just record transactions and hope your tax preparer figures it out. Our Tax-Smart Bookkeeping approach: • Captures all eligible deductions • Avoids “miscellaneous” dumping grounds • Separates owners, providers, and staff correctly • Ensures expenses are coded in the right buckets • Makes your tax return a reflection of your books — not a workaround Clean, tax-aligned books = less waste, less risk, and better decisions.
Chiropractors • Dentists • Therapists • PT clinics • NP-run practices • Wellness & nonprofit health
You deal with:
Insurance reimbursements
EOBs
Provider compensation
Compliance risk
Most bookkeepers don’t understand any of that. We do.
Contractors • Trades • Home services • Consultants • Agencies • E-commerce
You deal with:
Job costs and materials
Subs and 1099s
Mileage, tools, and home office
Cash flow swings
We structure your books around the way you actually earn and spend money.
Clean Books. Weekly Accuracy. No Chaos.
Most firms reconcile “when they can.”
We don’t work like that.
Our Audit-Ready Clarity System™ gives you:
• Weekly reconciliations — not once a quarter
• Industry-specific Chart of Accounts built for your niche
• Matched deposits and reimbursements (especially for medical)
• Documented support for every line item
• Monthly financials you can actually read and use
If the IRS, a lender, or your CPA asked for your books tomorrow, you’re ready.
That’s the GTB standard.
Your Books Are Built to Lower Your Tax Bill, Not Just Track It We don’t just record transactions and hope your tax preparer figures it out.
Most firms reconcile “when they can.”
We don’t work like that.
Our Audit-Ready Clarity System™ gives you:
• Weekly reconciliations — not once a quarter
• Industry-specific Chart of Accounts built for your niche
• Matched deposits and reimbursements (especially for medical)
• Documented support for every line item
• Monthly financials you can actually read and use
If the IRS, a lender, or your CPA asked for your books tomorrow, you’re ready.
That’s the GTB standard.
One Team. One System. One Source of Truth.
The biggest financial problems show up when bookkeeping and tax are split between disconnected providers.
GTB fixes that with the Bookkeeper + Tax Integration System™:
We do your monthly bookkeeping
Our Senior Tax Accountant handles your tax prep and filing
Strategy, coding, and filing all happen inside the same system
Result:
Fewer year-end surprises
No “your books are wrong, go fix them” calls
No paying twice for the same work
Stronger, more accurate tax results
Want to keep your existing CPA? That’s fine too.
We’ll give them audit-ready books they’ll actually appreciate.
You’re not handed off to a junior bookkeeper who’s learning on your time.
At GTB, you get:
Senior review on cleanups and ongoing work
Direct access to someone who understands your niche
A Senior Tax Accountant involved in structure and year-end planning
That means fewer errors, faster answers, and better guidance.
No surprise invoices. No “we went over hours.”
Flat monthly pricing based on complexity and volume
Clear cleanup fees outlined up front
Optional tax filing quoted separately so you know exactly what you’re paying for
If we can’t quote it clearly, we won’t sell it to you.
We treat your books like they’re going to court tomorrow.
Secure, encrypted cloud tools
Documented audit trail for key transactions
Proper separation of business and personal activity
Accurate 1099 and payroll reporting
Books structured for IRS, lenders, and boards — not just for “getting through tax season”
You’re not buying peace of mind as a slogan — you’re buying it as a system.
We’re not chasing “fast money” cleanups and disappearing.
The GTB Advantage is long-term:
We fix the mess
We keep it clean
We help you grow into your numbers
We stay proactive on tax, cash flow, and structure
You get a partner who understands your business, not a rotating cast of bookkeepers.
We’re based in Camas / Vancouver, WA and the greater Portland metro, but we serve clients across all 50 states.
Everything we do is:
Remote-ready
Process-driven
Documented and secure
Designed to work whether you’re across town or across the country
If you can log into your bank, we can handle your books.
If you want:
Clean, weekly-accurate books
Tax-smart structure
Bookkeeping + tax under one roof (if you choose)
A partner who understands medical and service-based businesses
Flat-rate clarity and audit-ready precision
…then Giesler-Tran Bookkeeping is your strategic advantage.
We create a full, restorable backup and rollback snapshot before touching your files.
We'lll show you:
Where your books are leaking money
How much risk you’re carrying
What it would take to get truly audit-ready
Your options for ongoing bookkeeping + tax support
A: The GTB Advantage combines niche-focused bookkeeping, tax-smart structure, and the option for in-house tax filing. We don’t just record transactions; we design your books for compliance, tax efficiency, and decision-making, specifically for medical offices and service-based businesses.
A: During the evaluation, we review where your books are leaking money, how much financial and tax risk you’re carrying, what it would take to get you truly audit-ready, and the best options for ongoing bookkeeping and tax support. You leave with a clear picture of your current state and a concrete path forward.
A: We look at how income and expenses are categorized, whether deposits match your records, whether deductions are being missed, and where your current processes create gaps or blind spots. Small errors repeated over time add up; our review is designed to find those leaks.
A: We assess risk by reviewing unreconciled accounts, inconsistent coding, missing documentation, payroll and 1099 treatment, and how well your books support what’s being reported on your tax returns. The more disconnects we find, the higher the risk.
A: Being audit-ready means your books are accurate, reconciled, documented, and clearly tied to your bank activity, invoices, and receipts. Every number on your financials can be backed up. If the IRS, a lender, or your board asked for support tomorrow, you’d be prepared.
A: After cleanup, most clients move into our monthly Audit-Ready Clarity System™, which includes ongoing bookkeeping, reconciliations, financial reporting, and optional tax preparation and filing. You get a stable, long-term framework instead of one-time fixes.
A: You have both options. You can keep your existing CPA and we’ll provide audit-ready books they can trust, or you can use our in-house Senior Tax Accountant for integrated bookkeeping and tax filing under one roof.
A: For current-year issues only, many businesses reach an audit-ready state within 30–60 days. Multi-year cleanups take longer, but we outline the timeline during your Financial Health Evaluation so you know exactly what to expect.
A: No. While we’re based in the Camas / Vancouver / Portland area, the GTB Advantage is built for clients nationwide. All work is handled securely online, with remote access to reports, meetings, and documents.
A: The next step is to schedule your Free Financial Health Evaluation. We’ll walk through your current books, identify risks and opportunities, and show you how the GTB Advantage can apply to your medical office or service-based business.
We’ve helped businesses win strategically from coast to coast—guiding tech startups in San Francisco, supporting nonprofits in Boston, and streamlining finances for medical offices in Miami. Whether it’s a fast-growing ecommerce brand in Phoenix, a consulting firm in Denver, a family-owned shop in Dallas, or a professional practice in Atlanta, our expertise has made a difference. From the heart of Camas, WA and Vancouver, WA to vibrant communities in Portland, Seattle, Los Angeles, San Diego, Houston, Chicago, New York, Philadelphia, and beyond, Giesler-Tran Bookkeeping delivers clarity, confidence, and results to businesses in every corner of the country.