SMALL BUSINESS ACCOUNTING & BOOKKEEPING

Go beyond bookkeeping.

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.

Group of people talking and laughing around a conference table
Approachable accounting & tax strategy
Person writing in a notebook in front of a calculator

Where numbers meet know-how.

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:

Squeaky Clean Books

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.

Secure, Organized Collaboration

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.

Timely Financial Reports

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.

Expert Guidance

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.

Bundle & Save

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.

Our recipe for stress-free accounting.

Tax-Ready Financials

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).

Strategic Insights

Go beyond the numbers. We provide regular financial check-ins and actionable recommendations so your decisions are backed by expert insight, not guesswork.

Proactive Communication

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.

Scalable Solutions

From solopreneurs to fast-growing teams, our services adapt as your business evolves—so you always have the right level of support.

How the magic happens.

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.

01
Consult
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Consult

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.

02
Review
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Review

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.

03
Present
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Present

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.

04
Onboard
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Onboard

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.

05
Implement
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Implement

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.

Best looking set of books of any of the clients I work with!

These books look GREAT. I looked at the YTD view, by month, and it's incredible how well organized [they] are.

Sarah R, Consultant
Carlie has an amazing team going, very responsive and communication is great.

I'm happy I found her as the results have proven time and again you need a pro like her on your team!

Nathan H.
[They] know how to professionally do taxes, bookkeeping, and even helped me set up my LLC.

I highly recommend their services. Especially if you're a Realtor who needs organizational help, hire the best team out there!

Debbie B.
Bittel Books was professional, quick and handled everything so smoothly. We’re very grateful!

We were happy to have Rebecca, Carlie and the team help us file our personal and small business income taxes. We’ve always done it ourselves and usually felt like we were leaving a lot on the table.

Abby L.
Carlie and her team at Bittel Book & Taxes go beyond the basics of accounting.

They become true partners—getting to know your business, understanding your goals, and proactively supporting your success with regular communication and strategic insight.

Tina
Since 2019, Cassie and the team at Bittel Books have been invaluable in managing our agency's finances and taxes.

Their expertise has been essential in helping us navigate the unique challenges of being a fully remote, multi-state company. They've provided consistent, expert guidance as we've grown, and I can't recommend them enough to other business owners looking for a trusted financial partner.

Ben D.
Working with Bittel Books has been an absolute pleasure and privilege over the last 7 years.

They have been with me through so many changes in my businesses and are always so helpful, understanding and they do an incredible job. I continue to be impressed with how reliable they are and am grateful they have been of such great service to me over the years!

Andrew
I’ve had an outstanding experience working with Bittel Books.

They’ve not only helped me better understand and navigate the complexities of both personal and business taxes, but they’ve also gone above and beyond to answer questions, provide thoughtful strategies, and ease the stress and anxiety I once associated with tax season. I’ve confidently referred them to friends and colleagues, knowing they are a trusted and invaluable partner in my corner.

Jessica
As a Certified Financial Planner for 20 years, Bittel Books is exactly what my business and many of my clients have been searching for.

It is difficult to find a tax partner that spends the time on tax planning and strategy the way Bittel Books does for my clients. The communication and attention they provide to their clients is unmatched. I refer them any chance I get.

Brian B, CFP®
[Carlie] helped me through some rather difficult situations early on and her team has always been wonderful to work with—very thorough and detailed.

Staying with Bittel all these years has been great because I always know I get the personal touch that other, larger firms don't even bother with these days. Easily a 10/10 rating, no question there!

Scott S.

You’ve got questions. We’ve got answers.