Giesler Tran Bookkeeping provides specialized financial management and tax-aligned services for medical offices and service-based businesses across the United States. The firm offers a Free Financial Health Evaluation designed to identify potential tax risks, coding errors, and missed deductions. This diagnostic tool helps business owners understand their level of IRS compliance while providing a clear roadmap for audit-ready recordkeeping. Clients can access professional cleanup services, often at a significant discount, alongside ongoing monthly support and payroll administration. By integrating expert bookkeeping with strategic tax oversight, the company aims to reduce financial stress and improve the bottom line for entrepreneurs. Through secure cloud tools and flat-rate pricing, the firm ensures transparent, high-level guidance without the overhead of in-house staff.
We offer this free so you can get clarity first and decide next steps with zero pressure. If we’re not the right fit, we’ll say so.
Your financial data is handled confidentially using secure, encrypted cloud tools with documented audit trails for key transactions.
You run a medical office (chiropractor, dentist, therapist, PT clinic, NP-run practice, wellness clinic, nonprofit health)
You run a service-based business (contractor, trade, home service, consultant, agency, e-com, Shopify)
Your books are behind, messy, or you don’t fully trust your numbers
Your CPA keeps asking for “better books” or charging to “fix” them
Tax season feels like a guessing game instead of a review
You’re tired of paying for bookkeeping and still feeling in the dark
In one session, we’ll walk you through four things:
Missed deductions, insurance mismatches, and bad coding.
1099 issues and documentation gaps.
A clear timeline to get "Audit-Ready" fast.
We Are Not a Call Center. Unlike generic services, you meet with a GTB professional trained in our Audit‑Ready Clarity System™—no junior handoffs.
By the end, you’ll know exactly where you stand with IRS recordkeeping requirements and what your best move is — whether you choose GTB or not.
You’ll get an email confirmation with a link to book your call. We’ll review your info before the call so we don’t waste time asking basic questions. On the call, you’ll talk with someone who actually understands your industry — not a generic sales rep. You’ll get direct, honest feedback. If we’re not the right fit, we’ll tell you.
GTB: Proactive tax strategies, Senior Tax Accountant review, Flat-rate pricing.
Pilot/Bookkeeper360: Standard monthly reports, often using “generic sales reps” or focused on volume over accuracy.
| Feature/Service | Giesler-Tran Bookkeeping (GTB) | Pilot | Bookkeeper360 |
|---|---|---|---|
| Pricing | Starting at $299/mo. | Starting at $349/mo. (Pilot.com Essentials, 2025) | Starting at $399/mo. |
| Real-time financial visibility | ✔ QuickBooks Online, custom reports, direct owner access | ✔ Pilot dashboard, downloadable reports | ✔ Bookkeeper360 app, dashboards |
| Cash & accrual basis | ✔ Both supported, tailored to client needs | ✔ Both supported (Core+ plans) | ✔ Both supported |
| Tax planning & filing | ✔ GTB Advantage: Proactive tax strategies, year-round oversight, senior tax accountant & executive review. Bookkeeping + Tax reduces errors and costs. Tax filing add-on available for complex needs. | ✔ Add-on (Core/Custom plan) | ✔ Included in Growth plans |
| Payroll administration | ✔ On request, integrated with books | ✔ Add-on (Custom plan) | ✔ Add-on |
| Sales tax management | ✔ Multi-state, as needed | ✔ Add-on (Custom plan) | ✔ Add-on |
| Vendor payments | ✔ On request, managed for clients | ✔ Add-on (Custom plan) | ✔ Add-on |
| Financial reporting & analysis | ✔ Custom, actionable, KPI-focused | ✔ Standard, monthly | ✔ Customizable, monthly |
| Audit-ready books | ✔ Monthly closes, full documentation, CPA Handoff Ready | ✔ Year-end package | ✔ Monthly closes, documentation |
| Clean-up services | ✔ Specialty, quoted separately | ✔ Catch-up available | ✔ Catch-up available |
| Onboarding | ✔ Personalized, checklist-driven | Standard, remote onboarding | Standard, remote onboarding |
| Client support | ✔ Email, text, phone, video call ✔ Client-driven scheduling (online calendar) ✔ After-hours available, no extra charge | ✔ Team, 1-day response, chat | ✔ Team, app/chat/email/phone |
| Flat-rate pricing | ✔ Transparent, no hourly surprises | ✔ Subscription, may vary | ✔ Subscription, may vary |
| Guarantees | ✔ Multiple (accuracy, timeliness, price lock, audit-ready, satisfaction) | ✘ Not highlighted | ✘ Not highlighted |
| Education/training | ✔ Free guides, paid personalized training | Free guides | Add-on training |
| Security & insurance | ✔ Bank-Level Security | Secure platform | Secure platform |
| Industries served | ✔ Our expertise is in Service, Medical, Nonprofit, and Broad (small business focus) | Broad (small business focus) | Broad (small business focus) |
| Personalized strategy | ✔ Owner-led, proactive, strategic | ✘ | ✔ CFO advisory (add-on) |
Yes. If you move forward... we’ll give you a clear, flat-rate proposal.
No. Come as you are. Messy, behind, or partly done is fine.
In most cases, we can start cleanup within a few business days of your approval and onboarding.
We’re based in the Camas / Vancouver / Portland area, but we serve medical practices and service-based businesses nationwide.
Yes... or you can use our Senior Tax Accountant for integrated bookkeeping.
If your gut says your books aren’t where they should be, you’re probably right. Let’s find out what it will take to fix them — and how much risk and money you can stop leaving on the table.