ProBooks by CBS is your all-in-one bookkeeping, tax, and advisory partner for startups and small businesses. We manage the financial side so you can focus on growth. Our United States–based professionals keep your records accurate, organized, and compliant—giving you the freedom and confidence to make better decisions.

🔗 Learn more on our “Why Us” page.

ProBooks is led by a team of experienced bookkeeping and tax professionals with more than six decades of combined experience serving small businesses. Our leadership includes an IRS–credentialed Enrolled Agent, ensuring every client benefits from expert guidance and compliant financial practices.

🔗 Learn more on our “Why Us” page.

Choose ProBooks for trust, service, and accuracy. We are a full-service bookkeeping firm specializing in tax and compliance, providing qualified support that keeps your finances running smoothly and your business ready for whatever is next. Unlike generic bookkeeping software, ProBooks gives you an experienced, United States–based team that learns your business and supports you every month.

🔗 See “Why Us” for our values and credentials.

We work with startups, independent professionals, trades businesses, and medical practices, each with bookkeeping, tax, and advisory services tailored to their needs.

🔗 Explore “Who We Serve” for industry-specific solutions.

ProBooks offers flexible bookkeeping plans designed to fit where your business is today, and grow with you over time. Each plan includes accurate monthly reports, personalized support from a U.S.-based bookkeeping team, and a year-end package for your CPA or tax preparer.

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Basic

Perfect for new and small businesses that need dependable bookkeeping without complexity. The Basic plan provides clean, accurate monthly reports, simple compliance, and reliable support so you can confidently manage your business finances from the start.

🔗 Learn more about the Basic plan.

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Essentials

Ideal for growing businesses that want real-time visibility into their finances. The Essentials plan adds automatic updates, enhanced reporting, and priority support, helping you stay organized and make informed decisions as your business expands.

🔗 Explore the Essentials plan.

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Core

Best for established or fast-growing companies that need faster reporting and proactive insights. The Core plan includes an accelerated month-end close, advanced reconciliations, and multi-channel support, giving you accuracy, speed, and peace of mind every month.

🔗 See how the Core plan helps your business thrive.

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Custom

Designed for businesses seeking a complete, tailored back-office solution. Custom plans are built around your goals and can include tax filings, sales-tax management, R&D tax credit support, and CFO-level advisory. You choose only the services you need and scale as your business grows.

🔗 Contact Sales to build your Custom plan.

It means clarity, not chaos. With professional bookkeeping, you avoid costly mistakes and late-payment fees, so budgeting, planning, and investing in your goals is simple and stress-free.

🔗 See “Plans and Pricing” for details.

Every business is different. Schedule a consultation to discuss your goals and reporting needs. If none of the standard plans fits perfectly, we will help you build a Custom plan that does.

🔗 Contact Sales to start building your Custom plan.

Each month you receive accurate, reconciled reports—Profit and Loss (P&L), Balance Sheet, and a year-end summary, so you always know where your business stands. Support levels vary by plan.

🔗 Explore bookkeeping options.

Yes. All financial reports are prepared in accordance with Generally Accepted Accounting Principles (GAAP) and IRS compliance standards, ensuring that your books are accurate, audit-ready, and tax-preparation friendly.

🔗 See “Tax Preparation” for how we keep your business compliant.

Accurate, organized books give you clear visibility to make better decisions, avoid costly errors, and spend your time growing your business instead of managing spreadsheets.

🔗 Get started with Bookkeeping.

You will work with a dedicated, United States–based team. All plans include in-app and email support; Core adds phone access; Custom adds Slack collaboration for CFO advisory.

🔗 See plan details for support channels.

Every month your books go through a multi-step review. Each transaction is verified, reconciled, and double-checked by your bookkeeping team. You receive reports you can trust for faster, smarter decisions.

🔗 See plan details for delivery timelines.

No worries, we will get you caught up. Whether you are a few months or a year behind, our cleanup specialists can reconcile accounts and prepare reports so you are current and ready for tax time.

🔗 Learn more under “Bookkeeping Services.”

Yes. Many clients already have trusted tax professionals. We will collaborate directly with them to deliver organized, reconciled books and year-end summaries that make filing faster and easier.

🔗 See plan features for included year-end packages.

Our team ensures your returns are accurate and compliant, and that every eligible deduction and credit is captured. With organized books and clear communication, tax season becomes simple, not stressful.

🔗 Learn more on our Tax Preparation page.

Yes. Every plan includes a complete year-end package for your CPA or tax preparer. Custom plans can also include income-tax filings and tax planning if you prefer an integrated approach.

🔗 Compare plan options or contact us to discuss customization.

We reconcile your accounts, close your books, and deliver a clear year-end package for your CPA or tax preparer. If you have built a Custom plan, this can also include direct tax filing and planning services.

🔗 Contact Sales to customize your plan.

Stay calm, our team can help interpret the notice and provide the documentation your CPA or tax preparer needs to respond promptly.

🔗 Contact your account manager for assistance.