01
You’re losing clients you don’t know you’re losing.
Every time a tax preparer has to “fix” your work, your client notices. You don’t lose those clients dramatically. You just stop getting renewal calls.
For bookkeepers who want CPA-ready confidence
Become the Tax-Ready Bookkeeper CPAs trust.
Tax-Ready Books is the complete 10-module certification course that gives you the tax-return context, checklists, EA support, and practical workflow to deliver cleaner year-end files without becoming a tax preparer.
◷ Instant access
▣ EA calls included
✓ 60-day guarantee
30,000+bookkeepers trained across Akadian programs
10practical modules from daily books to year-end handoff
EAopen office hours included
60 dayssatisfaction guarantee after coursework completion
The problem
The tax knowledge gap nobody talks about.
Most bookkeeping training teaches you how to record transactions, reconcile accounts, and keep the ledger clean.
What it almost never teaches you is how your day-to-day decisions flow directly into the business tax return.
The way you categorize an expense isn’t just a “bookkeeping preference” — it’s a tax decision with real financial consequences.
Your handling of fixed assets and depreciation can trigger questions from the IRS. The chart of accounts you set up on Day 1 is either setting the tax preparer up for success... or for a painful correction process.
Year-end reconciliation isn’t just about clean numbers — it’s about defensible numbers. Your clients are quietly noticing every time a CPA asks a question about your work.
This is the difference between being a bookkeeper and being a Tax-Ready Bookkeeper.
What it’s costing you
What this gap is actually costing you.
The cost is not only extra cleanup at year-end. It affects client retention, CPA referrals, pricing power, and the emotional weight you carry into every tax season.
02
You’re invisible to the highest-value referral pipeline.
CPAs refer bookkeepers constantly. If you don’t speak “tax language,” you’re not in that conversation. You never get the call.
03
Your pricing is artificially capped.
A bookkeeper who delivers “tax-ready books” is not competing on price with someone who delivers “recorded transactions.” They’re in a different category entirely.
04
Every year-end is costing you emotionally.
The anxiety. The uncertainty. The dread of the CPA correction emails. That’s a tax on your mental health — and you’ve been paying it for years.
The missing layer
Tax-Ready Books gives you the tax-return context most bookkeeping training leaves out.
Ordinary bookkeeping training teaches accuracy. Tax prep training teaches return preparation. Tax-Ready Books teaches the bridge between the two, so your day-to-day decisions are easier for a CPA or tax preparer to understand and use.
▣ How your chart of accounts maps into the business tax return.
▣ Why owner pay, payroll, draws, and distributions are not interchangeable.
▣ What fixed asset records and year-end documentation tax preparers need.
Why Akadian
Built by bookkeeper educators who understand the handoff between books and taxes.
Margie Remmers-Davis and Akadian Accounting Education created Tax-Ready Books to close the practical gap many bookkeepers discover only when tax season pressure arrives. The course is designed to make tax-return context usable, plain-language, and directly applicable to bookkeeping work.
30,000+ bookkeepers trained
#200 Inc. 5000
EA-supported curriculum
What’s inside
Ten modules that connect everyday bookkeeping to the tax return.
Tax-Ready Books is a comprehensive online certification program covering every major tax-sensitive area of bookkeeping, from entity types and revenue issues to year-end reconciliation and audit-aware documentation.
Bookkeeper’s Role in the Tax Process
Understand where bookkeeping ends, where tax preparation begins, and how your work supports the return.
Business Entity Types & Chart of Accounts
See how entity structure changes tax treatment and how the chart of accounts can support a cleaner tax handoff.
Income Recognition & Revenue Issues
Learn the revenue questions that affect tax reporting, documentation, and year-end review.
Expense Categorization & Deductibility
Build practical judgment around expense categories, deductibility, and cleaner client records.
Fixed Assets & Depreciation Readiness
Know what needs to be captured so fixed assets are ready for tax review and depreciation decisions.
Employee and Owner Compensation
Understand the bookkeeping details that matter for payroll, owners, and compensation-related tax questions.
Tax Payments and Other Taxes
Track tax payments and related obligations so year-end records are easier to interpret and defend.
Year-End Review & Tax-Ready Checklist
Use a structured review process to prepare books that are cleaner, clearer, and more CPA-ready.
Balance Sheet Integrity & Reconciliation
Strengthen reconciliations and balance sheet accuracy before files move into tax preparation.
Communication, Documentation & Audit Awareness
Document decisions, communicate with tax professionals, and reduce avoidable questions during tax season.
Real bookkeeper proof
Experienced bookkeepers are finding the tax-return context they were never taught.
The strongest student feedback comes from professionals who had already spent years doing the work, then realized Tax-Ready Books filled a gap other training left open.
Experienced practitioner
★★★★★
“I have been in the accounting industry for 20 years and struggled with knowing that I could hurt my clients by not having the correct information... This course is huge. The amount of detail and cause and effect is so needed.”
Experienced practitioner
★★★★★
“I have been a bookkeeper for 15 years for small businesses and a finance manager in higher education... I think this may be it for you!!”
★★★★★
“I have studied in another bookkeeping course. It taught me good things, but I am so impressed with this one! Not once did they talk about the Tax forms or aligning the COA with said forms. This is unbelievably helpful and makes so much sense.”
★★★★★
“This course is the perfect bridge between what we do as Bookkeeping Professionals and those who prepare taxes!”
★★★★★
“Having done several Akadian courses, I have seen blind spots obliterated and mysteries cleared up in a very supportive environment.”
★★★★★
“VERY high quality course. Most comprehensive one I've taken — and there have been several.”
★★★★★
“Margie and her team genuinely care about helping you become a better bookkeeper — not just by teaching you how to do things, but by helping you understand why.”
★★★★★
“I took two other courses, so I know — Akadian stands far above the others.”
Value stack
$2,685 in stated value. Launch enrollment is $697.
You get the $1,997 core certification course, $688 in launch bonuses, EA-supported calls, lifetime access, and the optional Akadian Certified Tax-Ready Bookkeeper credential path in one complete system.
$1,997 core value · Included
Tax-Ready Books 10-Module Certification Course
Included with your Tax-Ready Books enrollment.
Core training · Included
Step-by-step video lessons
Included with your Tax-Ready Books enrollment.
Practice support · Included
Reinforcement activities and applied practice scenarios
Included with your Tax-Ready Books enrollment.
Learning validation · Included
Knowledge checks and quizzes
Included with your Tax-Ready Books enrollment.
Course experience · Included
Gamified learning platform
Included with your Tax-Ready Books enrollment.
Live support · Included
EA open office hours
Included with your Tax-Ready Books enrollment.
Ongoing reference · Included
Lifetime access on private membership site
Included with your Tax-Ready Books enrollment.
Certification path · Included
Akadian Certified Tax-Ready Bookkeeper eligibility
Included with your Tax-Ready Books enrollment.
Credential asset · Included
Digital certification badge if earned
Included with your Tax-Ready Books enrollment.
$197 bonus value · Included
Year-End Tax-Ready Checklist
Included with your Tax-Ready Books enrollment.
$147 bonus value · Included
Expense Categorization Checklist
Included with your Tax-Ready Books enrollment.
$147 bonus value · Included
Deposit Classification Process
Included with your Tax-Ready Books enrollment.
$197 bonus value · Included
Entity Tax Overview Guide
Included with your Tax-Ready Books enrollment.
Join today
Everything. One launch price. Financing available.
Get instant access to the complete Tax-Ready Books course, EA-supported calls, practical tax-season tools, lifetime access, optional certification eligibility, and the 60-day satisfaction guarantee.
◷ Launch pricing is $697 and is available until Sunday, May 31 at midnight EST. Retail pricing is $1,497.
Core offer value$1,997
Total bonus value$688
Combined stated value$2,685
Retail price$1,497
You save$800
Launch price$697
Enroll in Tax-Ready Books Now
✓ One-time payment✓ Third-party financing available✓ Instant access to all 10 modules✓ EA office hours✓ Lifetime access on private membership site✓ Certification eligibility included at no additional fee✓ Digital certification badge if earned✓ 60-day satisfaction guarantee
✓60-Day Satisfaction Guarantee
Risk reversal
Complete the coursework. Then decide if it changed your confidence.
Work through the course, use the tools, bring questions to the included EA-supported calls, and evaluate the program after engaging with it. If you do not feel adequately prepared to deliver tax-ready books with more confidence, email within 60 days of purchase for a full refund.
The guarantee requires coursework completion because the program is designed to work through implementation, not passive access.
Is this right for you?
Tax-Ready Books is intentionally built for a specific kind of bookkeeping professional.
This is a fit if...
You already know bookkeeping fundamentals and want stronger tax-season judgment.
You want to reduce year-end rework, CPA questions, and handoff uncertainty.
You want a practical credential and tools you can reference during client work.
This is not a fit if...
You want to become a tax preparer or replace CPA guidance.
You need one-on-one consulting for a specific client file.
You are not willing to complete the coursework before judging the guarantee.
Questions
Clear answers before you enroll.
These FAQs focus on the core buying questions: who it is for, what is included, how support works, and how the guarantee protects you.
Is this for bookkeepers or tax preparers?
Tax-Ready Books is built for bookkeepers. It does not train you to prepare tax returns; it teaches the tax-return context behind everyday bookkeeping decisions so your handoff is cleaner and more intentional.
Do I need to be a CPA or accountant?
No. The course is designed for bookkeeping professionals who want practical, plain-language context without becoming tax preparers.
What exactly do I get?
You get the 10-module certification course, step-by-step video lessons, reinforcement activities, applied practice scenarios, quizzes, the gamified learning platform, EA office hours, lifetime access, certification eligibility, the digital badge if earned, and all four launch bonuses.
How much time should I expect to spend?
The program is self-paced. Most students can work through the modules over a few focused weeks, then return to the tools during year-end and tax-season preparation.
What if I have questions while going through the material?
EA open office hours are included, so you can bring practical questions that come up while you are working through the course.
How much is Tax-Ready Books during launch pricing?
Launch pricing is $697. The retail price is $1,497, which means you save $800 when you enroll before launch pricing ends Sunday, May 31 at midnight EST.
Are payment options available?
Yes. You can enroll with a one-time payment, and third-party financing may be available at checkout.
How does certification work?
The Akadian Certified Tax-Ready Bookkeeper credential is optional and included at no additional fee. Eligible students can earn it by passing the certification exam or by completing The Bookkeeping Fast Track.
How does the guarantee work?
Complete the coursework. If you do not feel Tax-Ready Books adequately prepared you to deliver tax-ready books with more confidence, email within 60 days of purchase for a full refund.
Is Tax Ready Books and Bookkeeping Fast Track the same thing?
No. In Fast Track, you learn the basics of - Entity Awareness, Tax Aware Bookkeeping, Categorization, Foundational Tax Concepts, and Accountant Ready Workflows.Tax Ready Books (TRB) builds on those foundations and goes significantly deeper. Fast Track gives the foundation. Tax Ready Books expands into the deeper tax-aware application layer.
Is Tax Ready Books QuickBooks-specific?
No. The focus is on accounting understanding and tax-ready bookkeeping principles — not simply software navigation.
What are the prerequisites for Tax Ready Books?
As with all Akadian courses, you can take it without any prerequisites. However, it is built upon the CAS Accounting Associate track (formerly Bookkeeping Fast Track). To earn the TRB Specialist certification, you must have the CAS Accounting Associate certification.
✦
The complete Tax-Ready Books system. $697 during launch enrollment.
Stop guessing whether your books are only clean or truly tax-ready. Get the course, EA-supported calls, checklists, credential path, and 60-day guarantee for $697 before launch pricing ends Sunday, May 31 at midnight EST.
Get the Complete System for $697Tax-Ready Books is a self-paced online course. Certification is optional and included at no additional fee for eligible students who pass the certification exam or complete The Bookkeeping Fast Track. Third-party financing may be available, and all bonuses are delivered digitally upon enrollment.