Virtual Bookkeeping Service for Small Businesses

Take the stress out of bookkeeping and focus on your business


business transaction categorization

With our bookkeeping services, we can categorize your transactions for you as they come through your bank account. We’ll only bother you with occasional questions, so you will take on a “reviewer” role. This prevents you from getting bogged down with monotonous bookkeeping tasks.

accounting process development

If your business needs solutions for accounts payable, accounts receivable, payroll processing, or any other workflow, contact us. We will help you develop processes to streamline these tasks. As a result, you will be operating more efficiently and your books will be up-to-date.

financial statement preparation

Once all of your transactions are entered each month, we prepare and send financial statements to you and any other business owners. The information sent is completely customizable, so we design the reports based on the financial insights that you need in your industry.

monthly consulting

After your financial statements are sent to you, you have the option to schedule a meeting with us to go over them. This allows us to dig deeper and discuss relevant issues. Clear and constant communication with an accountant is extremely valuable for small businesses. We make ourselves as available as possible for all of our business clients.

Margaret BurkeMargaret Burke
01:20 07 Sep 22
I used to do my taxes myself using a software. In the last couple of years, however, my taxes became more complex due to a health crisis. Casey was recommended as a tax accountant that could help, and he did...a lot. He has handled my taxes and helped me with recommendations to avoid and/or prepare for negative financial consequences. He is efficient and thorough and his customer service skills are great. Hoping that my taxes become more simple, however, I will continue to utilize his services as it makes that time of the year much easier to take. Thanks for all of the help Casey!
00:38 17 Aug 22
We have been using Casey for our business accounting and taxes, as well as our personal taxes, for over two years. He is one of those rare tax accountants who has all the knowledge but can still speak to his clients in layman's terms. We find Casey to be collaborative, proactive, trustworthy, and easy to work with. Highly recommend! Did I mention reasonably priced?
Dilek McCombsDilek McCombs
18:25 11 Aug 22
I highly recommend Casey for personal / business tax and accounting services. He is a skilled professional who goes above and beyond to provide excellent customer service and timely feedback as well. I appreciate his thorough and efficient work that is customized for specific client needs.
Dana WoodDana Wood
19:16 09 Aug 22
Casey is an extremely competent accountant. Efficient, affordable and thorough. He is a pleasure to work with and I would highly recommend his services.
Matthew SlavikMatthew Slavik
18:18 09 Aug 22
I have been using Casey as my accountant for my painting business for the last year and I can’t tell you how great he is with his services. Always quick to respond if I have any questions and gives me my monthly financial statements so I can see where my business is heading. Definitely deserves the 5 stars. Highly recommend.
James SakoJames Sako
18:06 09 Aug 22
You can tell Casey cares about his clients, you are not just another number in his book of business. The quality/service provided makes the price he charges a no-brainer. Not to mention the cooler in his office is always stocked. I hope Casey does this for a long time because I don't plan on ever finding a new CPA/Tax Expert.
Jennifer SlownJennifer Slown
17:43 09 Aug 22
We selected Casey to be our tax expert and manage our bookkeeping this past year and couldn't be more thrilled with his services. He always makes time for our questions and give us peace of mind with his expert tax knowledge. Highly recommend him for all your business and personal tax needs!
Astraea CleaningAstraea Cleaning
17:50 05 Aug 22
I found Casey Moss doing a google search. I was late filing taxes past the deadline without an extension because my previous accountant dropped the ball on me and didn’t take care of my business taxes. Anxious that I needed to take care of my taxes because have never been late, luckily Casey was there to handle my situation and put me at ease. He was professional, responsive, attentive to details and quick on processing my taxes. Casey is very knowledgeable and gave me great advice about my taxes and what is the best way to file taxes for my business. An experience that was informing, educating and professional all the way. Casey is reliable and you can trust him to take care of your individual or business taxes without missing a beat. Based on that I will be filing taxes with Casey Moss moving forward. I referred my parents to him and would refer anyone else to him. Thank you Casey!
Casey is the best accountant I've worked with to date. He's responsive, patient, and efficient. He does my bookkeeping and has saved me more time (and taken away a lot of stress). He is worth every penny. I find myself trying to "do better" so that I can stay in line with his standards of excellence. THANK YOU, CASEY!
Jordyn BeckJordyn Beck
04:51 01 Mar 22
Casey was incredibly professional and knowledgeable when doing my personal tax return. Got my return in about 10 days and it couldn't have been an easier process. Very reasonable pricing for what is offered and I would recommend his services to anyone needing help with their taxes!

Why Trust Casey Moss Tax & Accounting?

Trusting an accounting firm with your bookkeeping needs is an important decision. Our firm has the bookkeeping experience that you need to feel confident in your numbers and get the financial data that you need. Here are a few of things that we are best at.


  • Timely delivery of your financial statements – Stop waiting months and months for the numbers that you need. We stay on top of your books and deliver your financial results each and every month.
  • Up-to-date bank balance information – When you are running a business, it’s critical to know your account balances at all times. We help you predict what’s coming up so you can plan ahead.
  • Financial insights – You deserve more than just an income statement and balance sheet from your accountant. We provide you with financial insights every month that allow you to see financial ratios and historical trends using charts and graphs.

Get a Free Bookkeeping Consultation Today!

We want to help you! Book your free virtual bookkeeping consultation today so we can see how we fit into your mold. We will talk through your situation and give you the information you need to get started.

Frequently Asked Questions

Book a free consultation! We will look at your situation and first determine what services your business needs. We will then identify the scope of the work and give you the pricing to move forward with.

We sure do! Check out our payroll processing page for more information.

Yes! We can help you get started the right way. Check out our Quickbooks Setup page for more information.

Yes we can! The first step in getting started is defining roles that each individual will be responsible for. From there, we provide customized training videos to make sure your team is operating as efficiently as possible.