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Waggoner Books and Tax helps small and medium-sized businesses and nonprofits stay financially organized with dependable bookkeeping, financial reporting, and tax support. Whether you’re just getting started or managing a growing company, we provide the clarity and structure your business needs to move forward with confidence.
Let us handle the numbers so you can focus on running your business.
Bookkeeping Packages
Our bookkeeping packages are designed to support businesses at different stages — from simple operations to growing companies that need deeper financial insight.
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Essential Bookkeeping - TIER 1
$399–$599 per month
Perfect for service-based businesses with straightforward financial activity that need accurate and consistent bookkeeping.
Includes:
- Monthly transaction categorization
- Bank and credit card reconciliations
- Monthly profit & loss statements
- Monthly balance sheet
- Email support
This package keeps your financial records organized and up to date so you always know where your business stands.
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Services for Growth Management - TIER 2
$650–$999 per month
Designed for growing businesses that want deeper financial clarity and strategic support.
Includes everything in TIER 1, plus:
- Accounts payable support
- Accounts receivable support
- Accrual adjustments
- Monthly financial review
- Strategic reporting support
This level provides more insight into your business performance so you can make smarter financial decisions.
Additional Bookkeeping Services
Some businesses need one-time support or specialized services. We provide flexible solutions based on your needs.
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Setup & Cleanup
Priced per project
Ideal for businesses starting fresh or needing to correct past bookkeeping issues. Services include:
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New bookkeeping file setup
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Historical bookkeeping corrections
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Reconciliation catch-up
We’ll bring your books up to date and get your financial records organized.
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Add-On Services
Priced per project
Additional financial services can be added to any bookkeeping package. Services include:
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Payroll processing
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Sales tax filings
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Tax preparation
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Integration of business apps such as:
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Mileage tracking
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Point-of-sale systems
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Stripe
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PayPal
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Automatic receipt capture tools
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And many other financial tools as needed
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These integrations help streamline your systems and improve financial accuracy.
What To Expect
Working with us is simple, transparent, and efficient. Our process ensures your financial records stay organized while giving clear visibility into your business performance.
Initial Conversation
We begin with a brief discussion about your business, your financial accounts, and the current state of your books.
The more we understand your business operations, the better we can support your growth.
Secure Access to Your Accounts
As we move forward together, you’ll provide secure access to your bookkeeping software and bank feeds so we can manage your records.
Most new clients are fully set up within one to
two weeks.
Organization & Reconciliation
Chart of accounts is updated, if needed , transactions are categorized, income and expenses are reconciled, and your accounts are balanced so your money amounts are accurate and organized.
Clear Monthly Reporting
Each month you receive updated financial reports, including a profit and loss statement, so you always know how your business is performing.
Ready for Tax Season
Because your books stay organized year-round, tax preparation becomes faster, easier, and more accurate for your CPA.
sign an engagement agreement
Our standard engagement agreement is available for your review. During a consultation, we will iron out details important to both sides.
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