Business Owners Doing $1M+ Per Year

If Your Business Does $1M+ A Year, We'll Have Your Books Clean By December 1st So You Can Still Lower Your 2026 Taxes, Or You Don't Pay

Whether you're a quarter or 2 years behind, we rebuild your books from your bank statements so your CPA can trust them.

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The Firm Behind The Offer

30
years Dave has spent in small business
4.8
star rating on Google
1 Firm
for your books, payroll and tax return
To The Cent
every account reconciled to its statement

Is This You?

Who Is This For?

Who This Is For:

  • Your business does $1M or more a year in revenue.
  • Your books are months behind, or they get entered but nobody has matched them to the bank in a long time.
  • A part-time bookkeeper moved on, or QuickBooks was set up in a hurry and never corrected.
  • Your CPA sees your numbers once a year, in March or April, after the year is already closed.
  • You want to know what the business made this year while there's still time to act before December 31st.
  • You'd rather hand the cleanup to a team that does it every week than spend your nights in QuickBooks.

This Is Not For:

  • Employees and individuals who only need a personal return.
  • Businesses doing under $1M a year.
  • Startups that are still setting up their company.
  • Owners who only want a return filed once a year and nothing else.

100% Done-For-You

Here's Everything We Do For You

Here's how Dave and his team take a file that's fallen behind and bring it current, from the first statement to the monthly close.

We Scope It Before We Start

We count the three things that set the size of the job: how many months are behind, how many accounts, and how many transactions. You know what the cleanup involves before you commit.

We Work From Your Statements

We collect a statement for every month you're behind, for every account: checking, savings, cards, loans and your card processor payouts. Receipts only come up for the few lines a statement can't explain.

We Rebuild It Month By Month

We rebuild your books one month at a time, oldest first, and fix a messy chart of accounts before anything goes on top of it. Anything we can't place goes on one list you answer in a single sitting.

We Reconcile Every Month

Each month has to agree with its bank or card statement to the cent before the next one starts, so the finished file matches the bank all the way through.

Your Tax Preparer Gets Clean Books

We hand the finished books to your CPA, or to our own tax team if you'd rather, so this year's return and any year-end moves start from numbers that already tie to the bank.

We Keep Them Current Monthly

After the cleanup, our monthly bookkeeping records and reconciles every account and closes the month on a set schedule. You get a profit and loss, a balance sheet and one clear question when we need you.

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On The Record

Does It Actually Work?

“
Dave and his team have been an incredible asset to our business. He's brought clarity to our financials and solutions to our toughest questions. We could not be more pleased.
JL
Josh L.
Google review
“
Total Business Solutions is the best bookkeeping service I have ever used. They are accurate, attentive to detail and have worked very hard to understand my business. I recommend them highly.
SP
Seahouse P.
Google review
“
They've helped me navigate through complex tax issues with ease and have kept my books in perfect order. I highly recommend TotalbizSolution Team to anyone in need of a reliable tax and bookkeeping service.
PS
Pronails S.
Google review
“
Total Biz Solutions have been doing my personal and business taxes for the past two years. Dave and his team of accountants are both skilled and attentive. ... I highly recommend them and they make the tax season headache free.
M
Mike
Google review

Still On The Fence?

Frequently Asked Questions

My books are a year or more behind. Is that too far gone?+
No. There's no cutoff, and a file 2 years behind goes through the same steps as one 3 months behind. More months means more work, not a different kind of work. The one thing that gets harder with time is getting old statements from the bank, so ask for any missing ones now.
Can't my CPA just sort it out at tax time?+
Your CPA can turn a year of statements into a return in March, but by March, 2026 is over. Most of the moves that lower this year's taxes, like how you pay yourself or when you buy equipment, have to be in place by December 31st, and your CPA can only claim what your books back up. Clean books in December leave time to act; clean books in March only record what already happened.
Do I have to switch CPAs?+
No. We hand your CPA clean, reconciled books to file from, and they keep doing your return. If you'd rather have one firm for everything, our own tax team prepares business and personal returns from the books we keep.
How does the December 1st guarantee work?+
If your books aren't reconciled and current by December 1st, you don't pay for the cleanup. The one condition is on your side: statements for every account need to reach us by November 1st. The guarantee covers the books, not your tax bill, because the return is your tax preparer's work and any savings show up when your 2026 return is filed.
What do I need to give you?+
Bank and credit card statements for every month you're behind, for every account the business uses, plus loan and card processor statements and payroll reports if someone else runs payroll. You don't need every receipt, because the statements already list every transaction. Near the end you answer one short list of questions in a single sitting.
What does the cleanup cost?+
We don't publish a price, because the job is sized by how many months are behind, how many accounts and how many transactions run through them. Dave scopes it with you on the strategy call, and the price is quoted once we've seen your statements, before any work starts.
What happens after the cleanup?+
Our monthly bookkeeping keeps you current, so you never have to catch up again. Every month we record and reconcile every account, close the month on a set schedule and send you plain-language reports. Next year, the tax conversations happen in the fall with real numbers, instead of a scramble at year-end.
Do I have to be in Connecticut?+
No. Our office is in Trumbull, Connecticut, but the work runs off statements and reports, so it's the same for a business 3 states away. Documents move through a secure client portal instead of an email thread.
Book A Strategy Call
One Last Step

Want Your Books Clean While There's Still Time To Act This Year?

On the strategy call, Dave walks through the accounts your business uses and how far behind the books are. Then he tells you plainly what the cleanup involves and whether it can be done by December 1st.

Book A Strategy Call

Any client results described on this page are not a guarantee of future results. Every tax situation is different, and outcomes depend on your income, structure and timing. This site is not affiliated with or endorsed by Facebook, Instagram, Google or any other advertising platform.