4.9834 reviewsNow serving all of California
Books thatare alwayscurrent.
Every transaction reconciled and categorized each month, so you know your cash position today and tax time holds no surprises.
- “Best tax preparation service I have used. Mauricio really takes care of his clients.”Juan M.
- “Mauricio literally saved the day and was so accommodating to my last minute requests.”Christine H.
- “I don't know how I would do it without Mauricio and his team.”Rafael R.
- “Alondra is amazing! She took the time to explain everything to me in detail.”Valerie M.
- “Mauricio will educate you on how to save money on your taxes and do it RIGHT!”Chelsea J.
- “Thank you for your patience, expertise, and easygoing professionalism throughout tax season.”Danielle C.
- “Mauricio did an excellent job walking me through the tax filing process being a property owner.”Cynthia R.
- “Mauricio, is amazing! Very knowledgeable & professional.”Ron B.
- “Mauricio and his team is the Best in the tax industry!”Marisol V.
- “Professional, and easy place to get your taxes done!! Recommended.”Donald S.
- “I cant express how happy I am with Mauricio and his team.”Peter F.
- “Both Christian and Mauricio were great.”Javier P.
- “Mauricio did an amazing job helping us with our taxes.”Theresa B.
- “Mari was so knowledgeable.”Teresa
- “Mauricio and Alondra were of great help!”Drew
- “Mauricio and his team are amazing.”Lizbeth P.
What does monthly bookkeeping from MM.TAX cover?
Monthly reconciliation of every bank, card, and loan account, categorized transactions, and a profit and loss, balance sheet, and cash flow you can read. We also catch up books that are months or years behind. Work is done in QuickBooks Online or Xero, online anywhere in California, for a flat monthly fee.
Updated November 2026. Serving all of California online.
What we handle
Everything it takes to get this right.
Bank and card reconciliation
Every account matched to its statement, every month.
Transaction categorization
Coded correctly the first time, with a clean chart of accounts.
Month-end close
Books finalized on a fixed schedule and locked.
Receipts and records
Source documents digitized and attached to transactions.
Payables and receivables
Bills, customer balances, and due dates tracked.
Catch-up and clean-up
Prior periods rebuilt and errors corrected.
What's included
What you get with bookkeeping.
What you'll get
- Every transaction categorized and reconciled monthly
- Receipts matched and stored with transactions
- A clean chart of accounts
- Monthly reports showing cash, income, and spending
- Catch-up of past months, quoted up front
What to have ready
Don't have it all? Call anyway. We'll help you gather it.
- Bank and credit card statements
- Login or invite to your accounting software
- Receipts or a receipt app export
- Any prior bookkeeper's files
How pricing works
Every engagement is a flat fee, quoted in writing after your free 30-minute consult. No hourly billing, no surprise invoices. You'll know the full cost before any work begins.
Get my flat-fee quote
Who we help
Built for situations like yours.
Growing businesses
Past the spreadsheet stage and ready for real books.
Service and trade businesses
Contractors, consultants, and retailers with high transaction volume.
Owners who want visibility
Cash, margins, and spending every month, not once a year.
The process
How it works.
- 01
Assessment and onboarding
We review your books, software, and volume, then agree on a schedule and monthly fee.
- 02
Reconciliation
Accounts connected and every transaction matched to statements.
- 03
Categorization and close
Transactions coded, errors fixed, and the month closed on schedule.
- 04
Reporting and review
Regular reports, reviewed with you, with issues flagged early.
- businesses with reconciled books
- 500+
- businesses with reconciled books
- average rating across 834 Google and Yelp reviews
- 4.9
- average rating across 834 Google and Yelp reviews
- years serving California owners and families
- 25+
- years serving California owners and families
Online, statewide
Start online. From anywhere in California.
No office visit, no waiting room. Our online team handles everything by phone and video, with secure upload and e-signature.
- 01
Call or book
Talk to the online team today, or book a free 30-minute consult.
- 02
Upload and sign
Send documents securely and e-sign from your phone or computer.
- 03
We take it from here
We handle the work and the IRS, and keep you updated.
Most clients start with a call
Call nowThe online team answers your questions, looks at your situation, and books your free consult. English and Spanish.
In-person meetings with the owner are by appointment only, for complex or high-value matters, with a $250 consultation fee.
Client voices
From clients who've been there.
Free initial review. 30 minutes to see where your books stand and what it takes to get them clean.
Common questions
Straight answers.
What does a bookkeeper actually do?
Records every transaction, reconciles accounts to statements, keeps receipts organized, and closes the books each month so your numbers are accurate and ready for taxes.
Do you work with QuickBooks, Xero, or other software?
Yes. We work in the major platforms and can set one up if you don't have one.
Can you fix books that are months or years behind?
Yes. Catch-up is one of the most common ways clients start with us. We quote it separately so you know the cost before we begin.
How often will my books be updated?
Every month, on a fixed close schedule.
What does bookkeeping cost?
A flat monthly fee based on your transaction volume and number of accounts, quoted in writing after a free review.
Service area
Serving clients online across California
Same team and same standards, wherever you are. No office visit needed.
Get started
Get your books current and keep them that way.
Free initial review. 30 minutes to see where your books stand and what it takes to get them clean.