Last reviewed: 2026-06-09 · General information only — not tax, accounting, or legal advice. See our Disclaimer.
Who This Page Is For
ProAxis serves growing businesses that have outgrown DIY bookkeeping. This page is for you if:
- • Your business does roughly $250K–$5M a year in revenue.
- • You own or run the business and want the books off your plate.
- • You want monthly bookkeeping with real CPA oversight — not software alone.
- • You're in NJ, NY, or PA. We're based in Bergen County and work 100% virtually.
One honest note: we don't post bookkeeping jobs, sell courses, or teach software. This page is for business owners hiring a firm. Smaller businesses fit different pricing tiers — ask in your consult.
The Pain of Outgrowing Your Bookkeeping
Between $250K and $5M, the old setup starts to break. We hear the same problems on most first calls:
- • Books close late — or never. You run the business off the bank balance.
- • Nobody reviews the work. A part-time bookkeeper categorizes, errors pile up, and tax time becomes cleanup time.
- • Tax planning happens in April. By then, every deadline that mattered — S-Corp salary, estimated payments, NJ BAIT — has passed.
- • Complexity outgrew the tools. A second entity, a new payroll, or out-of-state sales broke the DIY workflow.
What You Get Each Month
Every engagement includes the same core monthly cycle:
- • Books closed by a stated day each month — typically the 15th of the following month, committed in your engagement letter.
- • Full reconciliations — bank, credit card, loan, and merchant accounts.
- • CPA review of every close. A licensed CPA (NJ + NY) checks every close before reports go out.
- • Monthly reports — P&L, balance sheet, and cash flow, with plain-English notes.
- • Quarterly tax check-ins — estimated payments, S-Corp salary, entity questions.
- • QuickBooks Online done right — set up and run by a QuickBooks Online ProAdvisor. You own the file.
Monthly Pricing for $250K–$5M Businesses
Pricing tracks revenue and complexity. These are the same ranges published across our site:
| Business size | Typical monthly fee |
|---|---|
| $500K–$2M revenue | $700–$1,400/mo |
| $2M–$5M revenue | $1,200–$2,500/mo |
| Multi-entity / complex | $1,800–$4,000+/mo |
Ranges reflect typical engagements and are not an offer. Final pricing is scoped during the engagement-letter process and depends on volume, entities, and scope.
Behind on Your Books?
Catch-up bookkeeping runs $300–$600 per month of backlog, based on volume and condition. We rebuild the backlog first, then start monthly service on clean numbers. The same not-an-offer note above applies.
Why a Licensed CPA Firm — Not Software-Only Bookkeeping
Many national online bookkeeping services focus mainly on transaction categorization. Here's what a licensed CPA firm adds:
- • A CPA reviews every close. Many online services rely on non-CPA bookkeepers with no licensed review.
- • Tax strategy is built in. Your books feed S-Corp salary planning and NJ BAIT election review — not a separate add-on team.
- • NJ/NY cross-state knowledge. Commuter payroll, nexus, and New York filings are everyday work here, not edge cases.
- • You know who does the work. Your books are handled by a small Bergen County team, and you can reach the CPA who reviews them.
- • You own your data. Books live in your QuickBooks Online file. If you ever leave, it goes with you.
Our credentials: Licensed CPA (NJ + NY) · AICPA Member · NJCPA Member · Authorized IRS e-File Provider · QuickBooks Online ProAdvisor.
Rated 5.0 on Google — 7 reviews as of 2026-06-09. See our Google reviews.
How Onboarding Works
- Free consultation — about 30 minutes. We cover your revenue band, entities, current setup, and what's breaking.
- Diagnostic books review. A licensed CPA looks at your QuickBooks file and recent returns. You get a clear list of issues — miscategorized costs, entity questions, missed elections.
- Written proposal. You get a fixed monthly fee and scope in an engagement letter, in writing, before any work starts.
- Month one. We take over the close. Your first CPA-reviewed reports arrive by the day committed in your engagement letter.