Consultants & professionals
Bookkeeping, tax planning and reporting for consultants, agencies, contractors and professional firms.
Less stress. Better numbers.
Clean books. Confident taxes.
CPA-led bookkeeping and tax support for small businesses that want reliable financials, fewer surprises and a partner who explains the numbers clearly.
CPA-ledExperienced financial oversight
Fixed monthly pricingKnow what support costs
Tax-ready booksOrganized throughout the year
Responsive supportClear answers without jargon
Who we help
Built for owner-operated businesses.
We serve growing companies that need dependable books and tax support but are not ready for a full in-house accounting team.
Practices, salons & barbers
Clear tracking for revenue, payroll, expenses, contractor payments and owner taxes.
Investors & property owners
Property-level books, entity tracking and organized records for tax season.
Retail & e-commerce
Sales, fees, inventory, merchant deposits and sales-tax coordination in one clean process.
Licensed cannabis
Bookkeeping and tax-ready reporting tailored to regulated operators and dispensaries.
Professionals & families
Accurate tax preparation with straightforward communication and secure document collection.
Simple monthly plans
Start with what you need. Upgrade as you grow.
Pricing is based on monthly transaction volume, number of accounts, payroll, entities, locations and reporting complexity.
Essential Books
$450 / month, starting
- Up to 100 monthly transactions
- Up to 3 bank or credit accounts
- Monthly categorization and reconciliations
- Monthly profit & loss and balance sheet
- Email support
- Quarterly financial check-in
Growth Books + Tax
$750 / month, starting
- Up to 250 monthly transactions
- Up to 6 bank or credit accounts
- Monthly bookkeeping and reconciliations
- Month-end review and reports
- Quarterly estimated-tax guidance
- Quarterly owner review call
- Year-end business tax return*
Advisory Books + Tax
$1,250 / month, starting
- Up to 500 monthly transactions
- Up to 10 bank or credit accounts
- Everything in Growth
- Monthly owner review call
- Cash-flow and KPI dashboard
- Budget-to-actual reporting
- Business tax return plus one owner return*
Clear scope: Payroll processing, bill pay, invoicing, sales-tax filing, 1099 filing, catch-up work, additional entities or states, amended returns, notices and complex tax matters are priced separately. Included returns require an active full-year engagement and are defined in the engagement letter.
One-time & add-on services
Help where you need it most.
Cleanup & Catch-Up
Bring overdue or inaccurate books current before monthly service begins.
Starting at $750 per month cleaned
Business Tax Returns
Preparation for sole proprietors, partnerships, S corporations and C corporations.
Starting at $750
Individual Tax Returns
Federal and one-state preparation for individuals and families.
Starting at $250
Tax Planning Session
Review projected income, estimated payments and practical year-end actions.
Starting at $350
1099 Filing
Year-end contractor reporting using organized client-provided information.
Starting at $150 + filing fees
Sales Tax Support
Reconciliation and filing support for businesses with sales-tax obligations.
Starting at $125 per filing
About the founder
Meet Chikezie “CJ” Egwu, CPA.
CJ brings experience from KPMG’s audit practice and senior corporate accounting work at TKO, the parent company of WWE and UFC.
CJ Bookkeeping & Tax was built to give small-business owners accurate books, proactive tax support and financial guidance they can actually use—without the cost or complexity of a large accounting firm.
The goal is simple: keep your records clean, help you plan ahead and give you more confidence in every financial decision.
How it works
A simple path to better books.
STEP 01
Discovery
We discuss your business, current records, tax needs and goals.
STEP 02
Review
We review your books and identify cleanup, risks and missing information.
STEP 03
Proposal
You receive a clear scope, fixed price and onboarding plan.
STEP 04
Monthly Rhythm
We close the books, deliver reports and keep you ready for taxes.
FAQ
Straight answers before you start.
Do you work virtually?
Yes. Documents and bookkeeping are handled through secure cloud-based systems, with video or phone meetings as needed.
What software do you use?
QuickBooks Online is the primary bookkeeping platform. We can also coordinate with common payroll, payment and expense apps.
Can you fix old books?
Yes. We first assess the file, then quote cleanup or catch-up work separately before recurring service begins.
Is tax preparation included?
It is included only in the plans and scope noted above. Every included return is confirmed in the engagement letter.
Who is the best fit?
Owner-operated businesses that value organized records, timely communication and ongoing guidance are the strongest fit.
Do you provide legal or investment advice?
No. We provide accounting and tax services and coordinate with attorneys or financial advisers when appropriate.
Ready for clarity?
Let’s get your books and taxes under control.
Book a free 20-minute discovery call. We’ll discuss where you are, what you need and whether CJ Bookkeeping & Tax is the right fit.