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Benefits of Bundling Bookkeeping and Tax Services

December 13th, 2023 | 4 min. read

By Brian Paulson

When small business owners are looking for outsourced accounting solutions, they have a lot of different options. Bundling services is not always an option, but is this something that’s worth seeking out?

At CSI Accounting & Payroll, we’ve helped small businesses with their bookkeeping and taxes for over 50 years. We believe it’s best to have your bookkeeping and taxes done under one roof for the following reasons:

  • Better integration and minimized errors
  • Year-round tax planning
  • Bundled value

Blog - Benefits of Bundling Bookkeeping and Tax Services

Better Integration and Minimized Errors

If you work with separate bookkeeping and tax services, errors can be missed. Even if you work with the best tax service, they can only use the data that your bookkeeping service gives them. If your books are incorrect, there’s nothing they can do. They don’t question the numbers because they aren’t familiar with your finances.

On the other hand, when one provider handles your bookkeeping and your taxes, tax season is effortless. Your books are directly translated to your year-end taxes, and your data doesn’t have to be second-guessed because they have a strong familiarity with your finances. If numbers look incorrect, they can cross-verify them with their prior work and your accounts.

Ultimately, having bookkeeping and tax services under one roof can result in better accuracy and peace of mind. You can focus on growing and improving your business without worrying if your accounting is correct - which is a reasonable concern if your bookkeeping and taxes are separated.

Year-Round Tax Planning

A bookkeeping service may claim to help you with tax planning, but it can fall flat when it’s not paired with a tax service that’s aware of the strategy. Plus, identifying credits and deductions is more difficult for a service that only meets with you annually instead of year-round.

When you use a bundled service, you can use a complete tax strategy consisting of tax planning, tax projections, and tax preparation and filing. This means identifying opportunities for deductions, credits, and strategies to save you money.

Read the complete guide to Small Business Taxes For Beginners

Bundled Value

Working with two separate services is less efficient, and when there are multiple providers involved, they’re more likely to stick to their own pricing structures.

With a bundled service, there is combined efficiency and incentives to offer discounts to loyal customers (like you) for placing so much trust in them. 

Plus, bundled services don’t have to communicate with another service or worry about the quality of another service’s work. This saves them time and energy, and the savings are passed to you.

Get Everything You Need From a Monthly Accounting Service

Even when bundling bookkeeping and taxes is difficult to find, it’s worth it for the minimized errors, optimized tax planning, and value it provides.

Monthly accounting removes your need for an annual tax accountant, and it includes the bookkeeping, advice, and strategy you need. Now that you know about the benefits of bundling these services, are you ready to check out monthly accounting services? 

If so, please consider CSI Accounting & Payroll! To see if we can be a good fit for your business, click the button below for a free consultation:


Not ready to talk? That’s okay! First, learn more about the cost of monthly accounting by clicking the image below:

cost monthly accounting fee

Brian Paulson

Brian began working at CSI in 1996, and he purchased the business in 2002. As Owner, his primary role is in the management and growth of the firm. Since 2002, the firm has more than quadrupled in size. In 2009, Brian started CSI’s payroll service to complement CSI’s accounting and tax services. Brian received his Bachelor’s degree from the University of North Dakota, with a double major in Accounting and Financial Management. He’s a member of both the National Society for Tax Professionals and the National Society for Accountants, and he serves on the board of directors for the Professional Association of Small Business Accountants, where he was once president. Brian also serves on the business advisory council for Opportunity Partners, an organization that helps people with disabilities find employment. He’s also contributed to several business books, including Six Steps to Small Business Success and The Lean Mean Business Machine. Fun Fact: To help put himself through college, he used student loans, delivered pizzas, and worked summers in a salmon processing plant in Alaska.