Virtual Bookkeeping and tax services

Imagine decreasing your taxes, increasing net worth, and discovering peace of mind. Our firm works alongside you to strategize the right moves so you and your business can succeed.

Virtual Bookkeeping and Tax Services

How AdminBooks Makes Small Business Accounting Easy!

Get A Proposal

We review your books and your goals, then send a tailored proposal covering bookkeeping, payroll, or tax preparation, priced for what your business actually needs.

Gain Peace Of Mind

From accurate monthly financials to proactive tax planning, our team of CPAs, Enrolled Agents, and QuickBooks ProAdvisors keeps your business compliant and organized, no matter where in the U.S. you’re located.

How We Conduct Business

And expect the same from our clients.

Honesty & Integrity

We will not post your daughter’s wedding expenses as a business expense!

No Mean People

We are kind and respectful to everyone & expect the same from those we work with!

Actively Engaged in Communication

We will communicate in multiple ways, but expect that you will take action and be as invested in your situation as we are! 

Not sure if we’re a match? See if AdminBooks is the right fit for you →

Virtual bookkeeping and tax services

“We want to be our client’s partner, not just their accountant.”

Renee Daggett
Founder of AdminBooks

Built For Service-Based Businesses

We work best with service-based business owners: consultants, contractors, real estate professionals, nonprofit leaders, and more. That focus means we understand the numbers behind service delivery, not just retail or inventory-based businesses. See how we support businesses like yours in real estate, contracting, nonprofits and churches, and equestrian businesses.

Here is how we have eliminated stress from our clients’ lives…

help small business owners with virtual bookkeeping and tax services

Ready to learn how we can help you?

We make managing your books easier so you can focus on running your business. Whether you need help cleaning up your finances, staying on top of monthly reports, or preparing for tax season, we’re here to support you every step of the way. Let’s talk about what you need.

Intuit Certified QuickBooks Online ProAdvisor
Intuit QuickBooks Online
National Association of Tax Professionals
ADA site compliance for bookkeeping and tax firm

Questions We Hear All The Time

Yes. AdminBooks is a fully virtual bookkeeping and tax firm, which means we work with small business owners across the United States, not just California. Because everything is handled online through our secure client portal, your location doesn’t matter. Whether you’re in Texas, Florida, Maine, Washington, or anywhere in between, you get the same personalized service as a local client.

AdminBooks is a bookkeeping and tax firm with CPAs and Enrolled Agents on our team. This means we can handle both your ongoing bookkeeping and your tax preparation under one roof – fully integrated, so nothing falls through the cracks between your books and your returns. You don’t need a separate accountant at tax time.

Everything is handled securely online, from document sharing to monthly financial reporting. We complete your bookkeeping each month and deliver your financials digitally, along with a Loom video walking you through your numbers so you always know where your business stands without needing to schedule a call. No office visits, no paper, no chasing down your accountant.

We primarily work with service-based small businesses that want accurate financials and real guidance they can use to make decisions. This includes consultants, real estate brokers, medical and dental practices, HR and marketing firms, designers, construction companies, and non-profits. If you’re a business owner who wants to actually understand your numbers – not just file taxes once a year – we’re likely a great fit.

We’re a true one-stop shop for service-based businesses: bookkeeping, payroll, and tax preparation, all handled by one coordinated team so your books and returns always agree. You can see a full breakdown of everything we do, including which tax returns we prepare, on our full-service overview.

It depends on your business and what you need, since bookkeeping and tax prep scale differently. We keep our pricing transparent so you can see where you’d land before reaching out, take a look at our bookkeeping pricing and tax preparation pricing. New clients also get a clear estimate up front, with no obligation.

Absolutely, and you’re far from the first to ask. We regularly take on books that are disorganized or months, even years, behind. If your QuickBooks Online file just needs accuracy fixed, that’s a cleanup; if you’re behind and need missing months built out, that’s catch-up bookkeeping. There’s no judgment here, just a clear path to getting current.

Easier than most people expect. Because we’re fully virtual and work in QuickBooks Online, the handoff is straightforward: we gather what we need through a secure portal and coordinate the transition so nothing falls through the cracks. If you’re not sure whether it’s time to switch, our Accountant Compatibility Quiz is a good gut check.

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