Your business deserves more than basic bookkeeping. From tidy books to strategic guidance, we help you understand, control, and grow your business so you can get back to doing what you do best.


At Bittel Books & Taxes, accounting and bookkeeping aren’t just about numbers—they’re about building a partnership that helps your business thrive. When you work with us, you can count on:
We’re meticulous (in the best way possible). Every transaction is coded correctly, every bank account and credit card reconciled, and every set of books gets an internal review before reports are sent. The result? Books so clean they practically sparkle.
Say goodbye to the chaos of email chains and lost attachments. With our secure client portal, you can easily share documents, track tasks, collaborate in real time, and even e-sign important files—all in one organized place.
Never feel lost in the dark again. We deliver your financial reports each month or quarter like clockwork so you’re always working with fresh, accurate data.
We don’t just hand you reports and walk away. We keep an eye on trends, cash flow, and opportunities, sharing recommendations that help you make confident, informed decisions for your business.
Combine your accounting and tax services with Bittel and enjoy discounted tax preparation. When our team manages your books, tax time is smoother—and your wallet thanks you.
We collaborate directly with our in-house tax pros to keep your records clean, compliant, and ready to file—eliminating last-minute stress (and costly surprises).
Go beyond the numbers. We provide regular financial check-ins and actionable recommendations so your decisions are backed by expert insight, not guesswork.
No radio silence here—we keep you in the loop year-round with timely updates, quick responses, and clear next steps. You’ll always know exactly where things stand.
From solopreneurs to fast-growing teams, our services adapt as your business evolves—so you always have the right level of support.
Think of our process as your financial GPS: clear directions, no wrong turns, and a smooth ride from start to finish. We handle the details so you can focus on running (and growing) your business.
We kick things off with a complimentary 30-minute consultation. This is our chance to get to know you, your business, and what you’re hoping to achieve—think of it as a first coffee date, but with spreadsheets.
Next, we dive into a paid diagnostic review of your current books. In about two weeks, we uncover opportunities, catch any hidden hiccups, and start creating a clear path forward.
We deliver a full report of our findings, along with a customized plan and engagement proposal. Everything is laid out clearly so you can see exactly how we’ll help your finances run smoother.
Our Operations Team will guide you through onboarding—sending an engagement letter, setting up your client portal, collecting documents, arranging billing, and hosting a welcome meeting.
Then, we take it from there! Your books get organized, reconciled, and maintained, and tax time is a breeze, all while you focus on growing your business—and maybe even enjoy a little extra free time.
Partnering with a CPA firm for monthly or quarterly accounting keeps your books accurate, organized, and always tax-ready. Our small business bookkeeping experts work closely with tax preparers to minimize surprises at tax time, reduce costly billable hours, and save you money. You’ll also have up-to-date financial insights to guide smart business decisions all year long.
Yes! Bittel Books & Taxes offers full-service small business accounting and tax solutions under one roof. Our bookkeeping team works hand-in-hand with our in-house CPAs and tax preparers to keep your books clean, accurate, and always ready for tax season. This seamless collaboration means fewer surprises, faster filings, and a proactive approach to minimizing your tax liability—saving you time, stress, and money.
Yes! Most of our accounting and bookkeeping packages work best with an active QuickBooks Online subscription (not included in package pricing). QuickBooks Online provides the most accurate, efficient, and collaborative experience for small businesses.
Absolutely. Our team is experienced in both cash and accrual accounting methods and can apply the one that best suits your small business needs.
While we don’t directly manage invoicing or bill payments, our small business accounting team can assist with accounts receivable (A/R) and accounts payable (A/P) cleanup projects. We also recommend efficient tools to streamline your invoicing and bill-pay processes, helping you maintain control of your cash flow.
Yes! We create custom financial reports and dashboards with actionable insights tailored to your business goals. These reports help you monitor key performance indicators, track cash flow, and make informed decisions that support sustainable growth.
Absolutely! We specialize in bookkeeping cleanup services—reconciling accounts, correcting prior mistakes, and reorganizing your books so you can start fresh with accurate, compliant financial records.
We make transitions seamless. Our CPA-led onboarding process includes reviewing your current records, setting up your new accounting system, and coordinating directly with your prior provider if needed to ensure nothing is missed.
Absolutely! All client documents and data are managed in a secure, encrypted client portal, keeping your personal and business information safe while enabling easy collaboration with our bookkeeping team.
It’s easy! Schedule a free consultation to discuss your needs, review your current financial systems, and purchase one of our accounting packages.