Ongoing accounting
Monthly bookkeeping/accounting, reconciliations, current records, and consistent reporting based on the agreed scope.
Keep your books organized, understand your numbers, and coordinate your tax work with qualified tax professionals.

What we handle
The goal is not just to get through tax season. It is to keep the financial side organized throughout the year so you have better information when decisions need to be made.
Monthly bookkeeping/accounting, reconciliations, current records, and consistent reporting based on the agreed scope.
The tax picture is reviewed during the year with qualified tax professionals when relevant, instead of waiting until filing time.
Tax preparation and filing are coordinated as part of the ongoing relationship according to the agreed scope.
Before tax season
When the accounting stays current during the year, the tax professional has better information to work with before the return is due. Tax becomes part of the ongoing financial process—not a surprise discovered at filing time.
Current records make it easier to see what the business is actually producing.
Know what is being spent before costs quietly pile up.
Separate owner activity from cash the business still needs to operate.
Current information makes planning conversations more useful.
The money side of growth
The goal is not just cleaner books. It is having a clearer picture of what is happening with the money before you make the next decision.
Money from clients, platforms, products, offers, and the other ways the business gets paid.
Ads, contractors, software, inventory, payroll, and the other costs of running the business.
What you paid yourself, what stayed in the business, and what still needs to cover upcoming costs.
Operating needs, upcoming payments, taxes, and decisions the business has not made yet.
How it works
Get clear on current books, accounts, payment processors, payroll, owner activity, and how money is moving.
Maintain recurring accounting throughout the year instead of reconstructing everything at tax time.
Qualified tax professionals handle or review technical tax work when appropriate.
Annual tax preparation and filing are coordinated based on the agreed scope.
Who we help
Typically around $200K+ in annual revenue, though revenue alone does not determine fit.
Annual revenue is one signal. Complexity, service needs, and the current accounting setup matter too.
Founder-led relationship
You should know who owns the relationship and who handles the technical work.

I lead the client relationship and make sure the process stays clear and organized. The recurring accounting work is handled through our accounting team, and qualified tax professionals handle or review the technical tax work. You still have one coordinated relationship with Offscreen Tax.
Quick answers
Depending on scope, ongoing support can include monthly bookkeeping/accounting, regular financial reporting, tax planning or review with qualified tax professionals, and annual tax preparation.
Offscreen Tax is built for established online businesses, typically around $200K+ in annual revenue, where the financial side is becoming more complex as the business grows.
Yes. Ongoing bookkeeping/accounting can be part of the engagement. The goal is not only to keep the books current, but to give the business a clearer financial picture throughout the year.
Tax planning or review and annual tax preparation can be coordinated through qualified tax professionals as part of the engagement, depending on scope.
Pricing depends on the complexity of the business and the scope of the engagement. Book a fit call so we can understand what you need and determine whether Offscreen Tax is a good fit.
Book a fit call. We’ll learn how your business operates, what you currently have in place, and what you need from the accounting and tax side.
Accounting + Tax Fit Call
We’ll learn how your business operates, what you have in place today, and what you need from the accounting and tax side.
No obligation. If the fit is not right, we’ll tell you directly.