Reclaim Your Time, Gain Clarity
Stop Drowning in Spreadsheets. Start Driving Your Business Forward.
XOATAX delivers crystal-clear financial reporting and expert bookkeeping, freeing you from tedious administrative tasks so you can focus on what you do best: growing your business.
The Hidden Cost of “Saving Money” on Bookkeeping
What is the real price of handling your own books? It’s more than just the cost of software. It’s the uncollected invoices that strain your cash flow, the missed tax deductions you overpay on, the risk of costly compliance errors, and the “precious hours” you can never get back.
Many business owners believe DIY accounting is a cost-saving measure. In reality, it often becomes a significant liability. Attempting to manage it all leads to burnout and critical financial blind spots. The most successful leaders don’t do everything; they delegate to proven experts.
Your Path to Financial Clarity
We provide more than just data entry. We deliver a complete, streamlined bookkeeping solution designed to give you operational insight and peace of mind.
Our Service Includes:
- Dedicated Professional Bookkeeping: Your transactions are categorized accurately and reconciled on time, every time, under the oversight of a CPA.
- Accounts Payable & Receivable Management: We help ensure your vendors are paid on schedule and your invoices are collected promptly, directly improving your cash flow.
- Timely Payroll Processing: Eliminate payroll errors and compliance headaches. We manage your payroll accurately, keeping your team happy and your business protected.
- Actionable Financial Reports: We translate your numbers into clear, concise reports that empower you to make informed decisions. Each month, you’ll receive:
- Profit & Loss (P&L) Statement
- Balance Sheet
- Cash Flow Statement
- “Operational Books,” Not Just “Tax Books”: While many firms prepare books solely for tax compliance, we structure your financials to provide actionable insights for day-to-day and strategic decision-making.
- Secure, 24/7 Cloud-Based Access: Your financial data is always at your fingertips through our secure, modern client portal.
Why SMBs Trust XOATAX
Choosing a financial partner is a decision built on trust. We’ve earned that trust by delivering exceptional, personalized service backed by proven expertise.
- CPA-Led Expertise: Your books are managed under the direct supervision of Kevin Zhang, a bilingual CPA and Master of Science in Taxation (MST) with two decades of US financial experience. You get agency-level knowledge with the dedicated attention you deserve.
- Featured in the News: Our commitment to financial excellence and client success has been recognized by established news outlets, including AP News.
- Unmatched Responsiveness: We know that business moves fast. Our commitment to quick responses and efficient service ensures you get the answers you need, when you need them.
From Financial Frustration to Total Confidence
Imagine closing your laptop at the end of the day feeling confident, not stressed about a backlog of receipts. No more pushing “tedious and boring” expense tracking to “later.” No more feeling “completely fed up with small business bookkeeping.”
We give you back your most valuable asset: your time. We provide the peace of mind that comes from knowing your financial foundation is solid, allowing you to focus your energy on innovation, customer relationships, and strategic growth.
Ready to Reclaim Your Time?
Take the first step towards financial clarity and operational freedom. Let us handle the numbers so you can focus on building your legacy.
[Schedule Your Complimentary Consultation Today]
Contact Us:
- Phone: +1 (714) 594-6986
- Email: [email protected]