Your outsourced finance team

Better books.
Smarter taxes.
Clearer decisions.

From everyday bookkeeping to CFO-level strategy, URBOKS brings the accounting and tax expertise your business needs—working together, all year long.

Schedule a free consultation Explore our services
Tailored solutions for small and growing businesses
Illustrative dashboard · Sample figures only
100sBusinesses helped
10+ yearsIndustry experience
Enrolled AgentFederally licensed tax practitioner
QuickBooks EliteOnline ProAdvisor
What we do

Four services. One connected financial picture.

Choose the support you need today and build on it as your business grows. Each service is designed to make your financial operations more dependable and your decisions more informed.

01 / FOUNDATION

Bookkeeping & Compliance

Get your books right. Keep your business on track.

Dependable bookkeeping, organized reporting, and routine compliance support so you always know where your business stands.

  • Monthly bookkeeping and reconciliations
  • Month-end close and financial statements
  • Chart of accounts and fixed assets
  • 1099, sales tax, and other filing support
Best for: Businesses needing consistent, accurate records.Discuss this service ↗
02 / OPERATIONS

Managed Accounting

A dedicated accounting function, without the full in-house cost.

Move beyond bookkeeping with coordinated day-to-day accounting operations and financial workflows managed by an experienced team.

  • Accounts receivable and collections support
  • Accounts payable and bill management
  • Payroll and accounting coordination
  • Project and location-level reporting
Best for: Growing companies with increasing transaction complexity.Discuss this service ↗
03 / TAX

Tax Preparation & Planning

Stay compliant today. Plan intelligently for tomorrow.

Year-round tax support that connects return preparation, estimated payments, and proactive tax planning to your business decisions.

  • Business and individual tax returns
  • Tax projections and estimated payments
  • Entity structure and tax elections
  • IRS notices and representation
Best for: Owners who want fewer surprises at tax time.Discuss this service ↗
04 / STRATEGY

CFO Services & FP&A

Turn reliable numbers into confident business decisions.

Forward-looking analysis and finance leadership for budgeting, forecasting, profitability, working capital, and sustainable growth.

  • Budgets, forecasts, and scenario models
  • KPI dashboards and variance analysis
  • Cash flow and working capital strategy
  • Pricing, profitability, and investment analysis
Best for: Leadership teams making higher-stakes decisions.Discuss this service ↗
Why URBOKS

More than reports. A team that understands the operations behind them.

It takes more than data entry to run a strong finance function. We connect accounting workflows, tax obligations, and operating performance to give you a clearer view of your business.

✓
One coordinated team

Bookkeeping, payables, receivables, payroll, tax, and management reporting can work from the same financial picture.

✓
Built around your business

We tailor your accounting processes and reporting to your transaction volume, operations, and goals.

✓
Practical, decision-ready insights

Understand cash movement, margins, costs, and trends—not just the numbers on a tax return.

Our operating discipline
A repeatable approach to reliable financial information
01
PrepareCapture, organize, and reconcile transactions
02
ReviewCheck accuracy, completeness, and consistency
03
ApproveResolve questions and confirm deliverables
04
PublishDeliver reports and identify next steps
Accurate financial information is the foundation for meaningful advice.
Connected expertise

From staying compliant to planning what's next.

When your accounting and tax teams understand the full picture, planning becomes more relevant. URBOKS can support both the reporting requirements of today and the financial decisions that shape tomorrow.

Let's talk about your goals ↗
Organized complianceStay ahead of reporting needs, filing calendars, and routine financial obligations.
Proactive tax planningConnect estimated payments, projections, and tax choices with business activity.
Useful financial analysisMeasure margins, spending, unit economics, and performance against plan.
Forward-looking decisionsBuild scenarios to support hiring, capital expenditures, and growth plans.
Working with us

A straightforward path to better financial management.

STEP 01

Tell us about your business

We'll discuss your goals, current systems, reporting needs, and the work that takes too much of your time.

STEP 02

Get a tailored scope

We recommend the right mix of services, clarify responsibilities, and define deliverables and communication.

STEP 03

Gain a reliable finance partner

Our team establishes a consistent workflow and produces financial information you can use to run the business.

“Five stars on everything: responsiveness, quality of service, subject knowledge, and pricing.”

— Tony S., client review
Let's get started

Ready to bring more clarity to your finances?

Tell us what your business needs. We'll help you choose the right level of bookkeeping, accounting, tax, or CFO support.

Book a free consultation ↗