Bookkeeping and tax services for busy service-based business owners who want clarity, confidence, and clean financials.

Running a business is hard enough. You shouldn’t have to guess what your finances are telling you.

At Beyond the Books, we give service-based business owners clean books, clear numbers, and expert tax guidance for one flat monthly price.

What type of services are you looking for?

Need help keeping your business finances organized? Check out our Bookkeeping Services.

Looking for expert tax preparation and planning? Explore our Tax Services.

Both services feature a three-tier package structure, giving you the flexibility to choose the level of support that best fits your needs. Let us help you achieve your financial goals!

Not ready for a done-for-you bookkeeping package, but need DIY help? Check out our DIY Bookkeeping Course.

Why Clients Choose
Beyond the Books

We don’t just hand you reports and file returns. We partner with you and deliver the tools, support, and clear information you need to make sound decisions and grow your business.

What makes us different:

Transparent flat-rate pricing

Monthly or quarterly service options

Real support from an Enrolled Agent

No hourly nickel-and-diming

Proactive planning built in

Meet Catherine Lane -
Your Trusted Tax Professional

Catherine Lane, Founder of Beyond the Books

IRS Enrolled Agent (EA) | MBA | 19+ Years of Experience

Cat is dedicated to helping small businesses and individuals navigate the complexities of taxes. As an EA, Cat is authorized to practice before the IRS, offering expert tax services with precision and care.

Cat goes beyond simply filing returns. She takes the time to understand your unique financial situation, ensuring that your tax strategies align with your goals. With extensive experience in preparing individual and business tax returns, she also provides actionable insights to help you save on taxes and enhance your financial well-being.

When you partner with Cat, you’re not just hiring a tax preparer—you’re gaining a trusted advisor committed to your financial success. Let Beyond the Books alleviate the stress of tax season so you can focus on what matters most—growing your business and planning for a prosperous future.

Your Free Clarity Call Starts Here

Not sure what you need? We’ll help you figure it out — no pressure, no sales pitch, just answers.

A review of your current setup

Honest answers about your next best step

Help deciding which package fits you best

Clear Books. Clean Taxes.

Simple explanations for bookkeeping, taxes, and financial reporting. Real strategies, timely reminders, and clear steps you can use right away.

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Quick FAQs

What is included in your bookkeeping plans?

All plans include reconciliations, financial reporting, and monthly or quarterly review meetings, depending on your tier. You’ll also receive secure portal access and unlimited support questions.

Do you only offer tax return filing, or planning too?

We offer both. If your books are clean and tax-ready, we’ll handle your return. For year-round planning, we also provide quarterly estimate reviews, regardless of who does your bookkeeping.

Can I just get help with estimated payments?

Yes. You don’t have to be a full-service client to use our quarterly planning add-ons.

What types of businesses do you work with?

We specialize in service-based businesses — consultants, therapists, creatives, freelancers, and coaches — but we also serve other business types that need bookkeeping and tax help.

The Right Support Can Change Everything

If you are tired of guessing, second-guessing, or staying stuck — let us change that. It starts with a conversation.

This site does not provide legal or financial advice.

Beyond the Books is led by an IRS Enrolled Agent. As an IRS Enrolled Agent, Cat is fully authorized to represent you in audits, ensuring your rights are protected and providing expert guidance every step of the way. If you've received an audit notice, don’t navigate it alone. Contact Beyond the Books for a personalized consultation and quote tailored to your situation. Learn more about what an EA is HERE.

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