08/14/2026
Paying a bookkeeper and a tax accountant isn’t automatically a problem.
But paying a bookkeeper throughout the year—and then paying your CPA to correct, reorganize, or spend additional time understanding those same records—can become an expensive handoff.
Here are three costs that may be hiding in that arrangement:
1. Repeated questions and explanations
Both providers need to learn your business, accounts, and transaction history.
2. Additional cleanup before the tax return can be prepared
Unreconciled accounts, inconsistent classifications, and missing information can create extra work at tax time.
3. Most importantly: no continuity between your monthly books and tax reporting
Your books may be complete without being maintained with future tax requirements in mind.
Brennan CPA offers monthly bookkeeping through a CPA firm, with services starting at $350 per month.
When bookkeeping and tax services are both provided by Brennan CPA, the firm already understands your accounts, financial activity, and business—creating fewer handoffs and better continuity throughout the year.
Final pricing depends on transaction volume, number of accounts, payroll activity, reporting requirements, and the current condition of the books. Tax preparation, cleanup, payroll, advisory services, and other additional services are priced separately.
If you currently use a bookkeeper and a separate tax accountant, contact Brennan CPA to discuss whether a more streamlined arrangement would be a better fit.
