Professional Bookkeeping & Tax Services for Small Businesses
Get expert financial management without the overhead of a full-time employee. Cayden Financial Group brings 15+ years of experience serving 500+ small businesses across the United States.
QuickBooks Cleanup - Get 12-36 Months Caught Up in 5-7 Days
Behind on your books? We specialize in fast, thorough cleanup that gets you current and tax-ready. Whether you're 3 months or 3 years behind, we'll get you organized quickly so you can focus on growing your business instead of drowning in paperwork.
Perfect For:
- Businesses 3+ months behind on bookkeeping
- Facing tax deadlines or potential audits
- Need clean books for loan applications
- Inherited messy books from previous bookkeeper
- DIY bookkeepers who got overwhelmed
Your Current Reality:
- Constant stress about being behind
- Fear of IRS penalties piling up
- Can't make informed business decisions
- Embarrassed about the financial mess
- Don't know where to start fixing it
What You Get with QuickBooks Cleanup
Lightning Fast Results
Get 12-36 months caught up in just 5-7 business days, not months. We work efficiently to get you current fast.
Find Hidden Deductions
We find an average of $2,300-$8,000 in missed deductions that put money back in your pocket.
Tax-Ready Financials
Receive complete P&L, Balance Sheet, and Cash Flow statements ready for your CPA or the IRS.
Complete Cleanup Includes:
- Complete transaction review and categorization
- Bank and credit card reconciliation for all months
- Error correction and duplicate removal
- Proper expense classification (COGS vs operating)
- Missing receipt documentation
- 1099 contractor review
- Review call to walk through everything
- 30 days of post-cleanup support included
Pricing: $800-$2,500 (most clients pay $1,200-$1,500). Based on months behind, transaction volume, and complexity. Free quote delivered in 24 hours.
"I was 18 months behind and terrified of tax season. Cayden Financial got me caught up in 6 days and found $7,200 in deductions I didn't know about."— Sarah Johnson, Marketing Consultant
Monthly Bookkeeping - Reports by the 5th, Guaranteed
Stay organized year-round with professional bookkeeping and real-time financial insights. Stop spending 8-12 hours per month on bookkeeping and get that time back to focus on what you do best—growing your business. Our guarantee means you'll always have accurate financials when you need them.
01
Onboarding & Setup
We learn your business, optimize QuickBooks, connect bank feeds, and establish your receipt management system.
02
Monthly Reconciliation
We reconcile all accounts, categorize transactions, and prepare your complete financial statements.
03
Delivery by the 5th
Receive your P&L, Balance Sheet, Cash Flow Statement, and key insights email—guaranteed by the 5th.
04
Ongoing Support
Unlimited email support with same-day response, plus quarterly strategy calls to help you grow profitably.
Monthly Bookkeeping Benefits & Pricing
What's Included:
- Full monthly reconciliation (all accounts)
- Transaction categorization and review
- Profit & Loss Statement
- Balance Sheet
- Cash Flow Statement
- Accounts Receivable/Payable aging
- Monthly summary with key insights
- Quarterly strategy calls
- Unlimited email support
- Same-day response guarantee
- Tax-ready all year long
Pricing Plans
Basic: $350/month
Up to 50 transactions per month
Perfect for freelancers and solo consultants
Up to 50 transactions per month
Perfect for freelancers and solo consultants
Standard: $550/month
50-150 transactions per month
Ideal for growing service businesses
50-150 transactions per month
Ideal for growing service businesses
Professional: $850/month
150-300 transactions per month
Best for established businesses with inventory
150-300 transactions per month
Best for established businesses with inventory
Custom pricing available for 300+ transactions or special needs. All plans are month-to-month with 30-day cancellation notice. Save 10% with quarterly plans or 15% with annual plans.
"I was spending 8 hours every month on books. Now I get professional reports by the 5th and never worry. Best decision I made this year."— Michael Lee, Freelance Designer
Strategic Tax Preparation - Minimize Liability, Maximize Deductions
Expert tax preparation combined with year-round strategic planning to keep more of what you earn. We don't just file your taxes—we actively work with you throughout the year to minimize your tax burden legally and maximize every deduction available to you. Our clients save an average of $3,500 per year compared to DIY filing.
Year-Round Planning
Not just seasonal filing—we provide quarterly check-ins and strategic planning calls to optimize your tax position all year long.
Audit Defense Included
If you get audited, we represent you before the IRS at no additional cost. We stand behind our work completely.
Multi-State Expertise
Complex multi-state filing situations? We handle Delaware, Pennsylvania, and nationwide filings with confidence.
Entity Optimization
We'll help you determine the best structure (LLC vs S-Corp) to minimize taxes and maximize your take-home income.
Comprehensive Tax Services & Pricing
Complete Tax Preparation Includes:
- Business and personal tax return preparation
- Quarterly estimated tax calculations
- Year-round tax planning calls
- Entity structure consultation
- Multi-state filing expertise
- Sales tax guidance and filing
- 1099 preparation and filing
- Amendment support if needed
- Audit defense and IRS representation
- IRS letter response
- State tax issue resolution
Specialized Services:
- 1031 Exchange support for real estate investors
- Multi-state tax filings
- Partnership and multi-member LLC returns
- S-Corporation optimization and payroll tax
Standard Pricing
Business Returns: Starting at $800
Personal Returns: Starting at $350
Combined Package: Custom quote (typically 15% savings)
Personal Returns: Starting at $350
Combined Package: Custom quote (typically 15% savings)
Pricing based on business structure, revenue, complexity, number of states, and additional schedules needed.
Special Services
1031 Exchange Support: $500+
Multi-State Filing: $200-$500 per state
Audit Defense: Included with service
Amended Returns: Starting at $400
Multi-State Filing: $200-$500 per state
Audit Defense: Included with service
Amended Returns: Starting at $400
"I was going to pay $18K in taxes. After Cayden's tax planning, I paid $12K legally. They saved me $6,000."— Jennifer Martinez, E-commerce Business Owner
DIY vs. Professional Bookkeeping & Tax Services
Many business owners start out handling their own books and taxes, but quickly discover it's costing them far more than they realized. Here's an honest comparison of what DIY really costs versus hiring professional help.
The math is simple: If you value your time at $75 per hour and spend 10 hours per month on bookkeeping, that's $750 in lost opportunity cost—more than most bookkeeping plans. Plus, we typically find enough deductions to pay for our services several times over.
Industries We Serve & Frequently Asked Questions
Our Expertise Includes:
Professional Services
Consultants, designers, agencies, coaches, and freelancers
Real Estate
Investors, property flippers, landlords, and property managers
Construction & Trades
Contractors, electricians, plumbers, and specialty trades
E-commerce & Online
Amazon sellers, Shopify stores, and digital businesses
Service-Based Businesses
Healthcare, salons, fitness, restaurants, and retail
Common Questions:
What accounting software do you use?
We specialize in QuickBooks Online and Desktop. We're QuickBooks ProAdvisor certified.
We specialize in QuickBooks Online and Desktop. We're QuickBooks ProAdvisor certified.
Do I need to be local to work with you?
No! We serve clients nationwide. Most communication happens via email, phone, and secure portal.
No! We serve clients nationwide. Most communication happens via email, phone, and secure portal.
How quickly can you start?
Most clients can start within 2-3 business days after initial consultation and paperwork.
Most clients can start within 2-3 business days after initial consultation and paperwork.
What if I'm years behind?
We specialize in cleanup! We've caught up clients who were 3+ years behind.
We specialize in cleanup! We've caught up clients who were 3+ years behind.
How do I send documents securely?
We use encrypted portals and secure file sharing—your data is completely protected.
We use encrypted portals and secure file sharing—your data is completely protected.
Can I cancel monthly bookkeeping?
Yes, all plans are month-to-month with 30-day notice. No long-term contracts required.
Yes, all plans are month-to-month with 30-day notice. No long-term contracts required.
What if I get audited?
Audit defense and IRS representation are included with our tax services at no extra charge.
Audit defense and IRS representation are included with our tax services at no extra charge.
Not Sure Which Service You Need?
Book a free 30-minute consultation and we'll assess your current situation, identify money-saving opportunities, recommend the right service for your needs, answer all your questions, and provide a custom quote—with no obligation and no sales pressure.
15+
Years of Experience
Serving small businesses with expert bookkeeping and tax services
500+
Businesses Served
From freelancers to established companies across the United States
$2.3M
Deductions Found
Total savings identified for our clients through thorough analysis
98%
Client Satisfaction
Average 4.9 out of 5 stars from hundreds of happy clients
Ready to Get Started?
Whether you're months behind on bookkeeping, overwhelmed by monthly data entry, or facing a complicated tax situation, Cayden Financial Group has the expertise and personalized service to help you succeed. We're here to take the stress out of financial management so you can focus on what you do best.
📧 Email us at info@caydenfinancial.com
📍 Serving Wilmington, DE • Philadelphia, PA • Nationwide
Cayden Financial Group • 1201 North Orange Street, Wilmington, DE 19801 • 302.898.0364