Year-end offer for new clients, available through December 16
Monthly Bookkeeping, With Up To 3 Months Of Cleanup On Us
Bookkeeping starting at $1,000/mo, with up to 3 months of cleanup at no cost when you sign up for 12 months. We can do your taxes too, so your books and your return stay with one licensed CPA firm.
- 5.0 · 120 Google reviews
- Licensed California CPA firm
- Inc. 2025 Regionals: Pacific
- Since 2017
Prefer to talk first? Call (714) 202-6685
Alan Potrus, CPALicensed in CaliforniaRequest A Consultation
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No obligation. We'll come back to you with a straight answer on scope and cost.
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“I've been working with Potrus CPA for three years now and will be back for a fourth. They've been very helpful and responsive with managing my books and taxes.”
The year-end offer
Clean books by year end mean an easier tax season.
Books that are caught up and closed in December are ready to file from in January, and we can prepare that return too. This offer is open to new clients through December 16.
The year-end bookkeeping offer
- Bookkeeping starting at $1,000/mo
- Up to 3 months of cleanup at no cost when you sign up for 12 months
- Year-end books closed and ready for tax prep
- For new clients, available through December 16
Bookkeeping starting at $1,000/mo. Up to 3 months of back books cleaned up at no cost when you sign up for 12 months. Offer runs through December 16, 2026.
How it works
From first call to books you stop worrying about.
- 01
Tell us where the books stand.
Send the form or call. We'll ask about your entity, your accounts and how far behind things are.
- 02
Talk with a CPA, get a flat monthly price.
Not a sales call. We look at your actual situation and give you a straight answer on scope and cost before anything starts.
- 03
We clean up, then close every month.
Up to 3 months of cleanup at no cost when you sign up for 12 months, then a steady monthly close and year-end books ready to file.
What's included
Every month, closed on schedule
- Categorization and reconciliation of bank and credit card accounts
- Profit and loss, balance sheet and cash position every month
- Payroll and sales tax entries recorded and reconciled
- Year-end books closed and ready for tax prep
CPA firm vs. app-based bookkeeping
Software keeps records. A CPA firm keeps you ready to file.
Bookkeeping apps are built to be cheap. That's fine until tax time, when someone has to make sense of the books. Here's what to ask any bookkeeper before you sign.
- Is a licensed CPA firm responsible for my books?
- Yes. A California-licensed CPA firm.
- Can the same firm do my business taxes?
- Yes. We can prepare your return too, so your books and taxes stay in one place.
- Is cleanup of back books included?
- Up to 3 months of cleanup at no cost when you sign up for 12 months, through December 16.
- Will I know the price before work starts?
- Yes. A flat monthly fee, agreed up front, from $1,000/mo.
- Can I call a person mid-month?
- Yes. A named CPA who picks up.
- Do I have to switch software?
- No. We work in QuickBooks or Xero.
Reviews
A CPA firm you can check before you call.
I switched to them and have been extremely happy with the experience. The biggest difference is how proactive and responsive they are. Now, they're usually waiting on me to get things done, whereas with my previous provider, I was constantly the one waiting. This is my first year with them and so far so good!!
Alan Potrus and his team are absolutely incredible. He has helped me out numerous times. I am not a financial person, I am the guy that runs 25 hours a day 8 days a week running my own small businesses. Alan is very much a friend to small business. He's quite literally a life saver. Highly, highly recommend. I am extremely grateful for him.
…They are knowledgable, quick to respond and provide valuable insights / recommendations for my business. I highly recommend giving them try if you're looking for tax services, bookkeeping, accounting, payroll, etc!
Most of our clients came from a CPA who stopped calling back. We pick up.
FAQ
Questions before you call
What exactly is the offer?
Bookkeeping starting at $1,000/mo, with up to 3 months of cleanup at no cost when you sign up for 12 months. It's open to new clients through December 16.
What if I'm more than 3 months behind?
The first 3 months of cleanup are on us; anything beyond that is quoted separately.
Who qualifies?
New Potrus CPA bookkeeping clients who sign up for 12 months by December 16.
How much does monthly bookkeeping cost?
Bookkeeping starts at $1,000/mo. You get a flat monthly fee, set after a short conversation about your entity, transaction volume and the number of accounts. No hourly billing surprises.
Do you work in QuickBooks or Xero?
Both. If your books already live in one, we work inside it rather than moving you.
Will I be handed off to a junior bookkeeper?
You work with Alan Potrus, CPA. Work is reviewed by a licensed CPA before it reaches you.
When does the offer end?
The offer runs through December 16, 2026. Sign up by then to get the cleanup included.
Close the year with clean books.
Bookkeeping starting at $1,000/mo, with up to 3 months of cleanup at no cost when you sign up for 12 months. Open to new clients through December 16.
Most conversations start with a 15-minute call.