About · Mesa, AZ
An EA practice that keeps your books open every day.
Bookwright is built and signed off by a Mesa, Arizona Enrolled Agent with twenty-seven years of practice, an NTPI Fellowship, and prior Big-Four training at KPMG. The About page is the short version of who's actually behind your monthly close.
The human behind every close
Licensed Enrolled Agent,
twenty-seven years in practice.
An Enrolled Agent is a federally-credentialed tax practitioner — licensed by the U.S. Treasury to represent clients before the IRS. That's the practitioner reviewing your monthly close, signing the workpapers, and on call when the books raise a question that only a human should answer.
Day to day, that means the same person is reading the AI categorizer's work, approving journal entries, and running the year-end federal and state filings. When something drifts — a missing 1099, a payroll deduction that doesn't tie out, an unexpected IRS notice — that's the person who picks it up, not a queue.
The same practice covers unfiled returns, IRS audits, penalty abatements, and installment agreements. Bookkeeping feeds into everything downstream, so the reviewer who signs your close is the same one who'll sit beside you in an audit, if it ever comes to that.
- Credential
- EA · Enrolled Agent, IRS-licensed
- In practice
- 27 years · small-business focus
- Scope
- Bookkeeping · filings · IRS representation
- Practice location
- Mesa, Arizona · serving U.S. clients
NTPI Fellow
NTPI Fellow — the IRS-rep credential most bookkeepers don't hold.
NTPI is the National Tax Practice Institute's three-year continuing-education program for tax practitioners who represent clients in IRS audits and appeals — the credential that says the practitioner can actually stand in front of the IRS for you, not just file the return.
Holding the Fellow designation means the reviewer has completed the program's full audit, collection, and appeals coursework — and keeps current on the IRS procedure that a standard bookkeeping engagement never touches. For a bookkeeping client, that competence shows up indirectly: the books are reviewed against the same standard the practitioner would defend in an exam.
In practice it means if an IRS notice lands on a return you filed through Bookwright, the same EA already knows the file, the workpapers, and the correspondence history — and can respond without handing you off to someone new.
Credibility backbone
Prior Big-Four tenure · KPMG
The reviewer's career started in KPMG's tax practice — the training ground that teaches auditors and tax practitioners how a real close is supposed to look before any AI tooling existed. That training is what the books at Bookwright are reviewed against: not a software checklist, but the audit-rigor standard that comes from years of working inside Big Four review cycles.
Big-Four tenure is the credibility backbone for the rest of the practice. Most small-business bookkeepers have never sat inside a financial-statement review; the reviewer at Bookwright has, and applies the same workpaper discipline to a two-person LLC that the firm applies to an audit client.
Training ground
Big-Four tax practice — workpaper discipline, audit-grade documentation, review-before-signoff habits.
Audit-rigor applied
The same review discipline applied to monthly close work — categorization, reconciliation, tax projection — as to a Big-Four engagement.
Office
Mesa, Arizona.
The practice operates from a physical office in Mesa, Arizona — serving clients across Arizona and the rest of the U.S. remotely, with in-person meetings at the Mesa office available by appointment.
Most client work happens in QuickBooks Online, Xero, and Gusto — so the EA practice understands the geography of the work and stays close to the books no matter where the client sits. When a return, audit, or signing requires an in-person meeting, the Mesa office is on the calendar by appointment only.
In-person
Mesa, AZ office · by appointment
Remote
Clients across Arizona and U.S.
Practice model
Subscription · monthly engagement
Talk to the EA
Schedule an intro call.
We're a small practice, so the conversation starts with the EA who will sign your work — not a sales rep. Pick a time that works and we'll come back with a scoped quote the same day.