Monthly Bookkeeping that stays accurate, on time, and tax-ready.
We handle your QuickBooks bookkeeping so you can focus on running your business.
Messy Books = Expensive Mistakes
Missed write-offs each month
Ongoing categorization means deductions don’t slip by. Your P&L stays tight and tax-ready.
Chasing receipts and statements
We set rules, bank feeds, and a simple document habit. You stop hunting. We close the month on schedule.
Wasted hours in QuickBooks
You shouldn’t be in QBO every week. We handle the books and send clear summaries.
How It Works
Close the month on schedule
We reconcile accounts, code transactions, review exceptions, and deal with any complication. You get a clean close every month with profit reports that you can actually use.
Clear monthly summary
One to two pages of: What happened, what changed, and what to watch. No jargon. Premium packages include advisory and helpful insights that you can use to grow your business into what you deserve.
Tax-ready all year
Your books align to your tax needs. When tax time comes, there’s no scramble.
Trusted by Local clients
“Phillip helped me clean up months of messy books I probably shouldn’t have DIY’ed and made everything easy to understand. I finally feel like I have much better control of my business again.”
— J.R.
“I didn’t even know what I was missing until I saw how my numbers looked when [Phillip] started managing them. The check-ins and guidance are a real game changing advantage for business owners.”
— D.S
Phillip Schafer, CPAFounder/Owner of ThriveWell CPA - Redlands, CA
Not quite ready to book a call? Feel free to use the contact form on our contact page to send a message and we’ll follow up via email!
Licensed CPA In California
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Modern, Tech Enabled Firm
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Secure Client Portal w/ Financial Cents –
Licensed CPA In California – Modern, Tech Enabled Firm – Secure Client Portal w/ Financial Cents –
Ready to stop thinking about bookkeeping every week?
We’ll review your QBO, suggest a plan, and quote a flat monthly fee.
Prefer email? Contact us here.
Frequently Asked Questions
Do you only work with clients in Redlands?
Nope! While we’re proudly based in Redlands, CA, we work with small business owners and freelancers across the Inland Empire and virtually throughout California.
What makes you different from other bookkeepers or tax services?
We’re CPA-led, which means your books and financial strategy are handled with care, compliance, and insight. It’s more than just bookkeeping: it’s clarity, support, and smart guidance tailored to your goals.
What’s included each month?
Monthly reconciliations, transaction coding, basic categorization rules, monthly close, and a simple summary.
Will you fix past months?
If prior months need cleanup, we’ll price that as a one-time project before or alongside monthly work.
How is pricing set?
Flat monthly fee based on volume, accounts, and complexity. No hourly surprises.