US Readiness and Compliance Approach

Your accounting data organized the right way for US small businesses.

Built for the Way US Small Businesses Manage Their Finances

PeppyBooks is designed to help US small businesses stay organized, accurate, and ready for professional review.

We do not replace your CPA or provide tax filing services — instead, we give you the tools you need to manage your day-to-day accounting confidently.

How PeppyBooks Supports US Accounting Requirements

IRS-Aligned Chart of Accounts

PeppyBooks includes a US-aligned chart of accounts that mirrors the structure used by CPAs, bookkeepers, and IRS categories.

This helps businesses:

Categorize income and expenses clearly
Stay organized for tax seasonl
Share accurate financial data with accounting professionals

This alignment helps your CPA complete filings more efficiently.

Sales Tax Ready Reporting (Not Filing or Remitting)

Sales tax varies widely across US states and cities. PeppyBooks helps you stay organized by allowing you to:

Add and apply multiple tax rates
Create sales tax ready invoices
Generate reports that CPAs can use during tax preparation

PeppyBooks does not file or remit sales tax.

Your CPA or state-authorized provider handles compliance and submission.

Cash and Accrual Accounting Support

Whether your business uses cash basis or accrual basis accounting, PeppyBooks supports both methods. You can:

Choose the method that fits your business
Track transactions accurately
Generate financial reports aligned with your accountant’s needs

This flexibility makes PeppyBooks suitable for freelancers, service businesses, and growing US companies.

Clear Boundaries That Build Trust

We Support Your Accountant — We Do Not Replace Your CPA

In the United States, CPAs and tax professionals handle filings, compliance decisions, and regulatory guidance. PeppyBooks is built to work with them, not instead of them.

PeppyBooks provides:

Organized financial data
Clean accountant-ready exports
Read-only access for CPAs and bookkeepers
A complete audit trail for transparency

This partnership approach ensures accuracy without overstepping into regulated tax services.

Easy Exports, Integrations and CPA Collaboration

Accountant-Ready Exports

Share your data effortlessly with your CPA. PeppyBooks exports:

General ledger
Expense and income reports
Sales tax summaries
Transaction lists
Financial statements
Inventory activity reports

This makes tax preparation, year-end reviews, and audits faster and more accurate.

Future Integrations (Roadmap Only)

PeppyBooks is exploring future integrations with popular US tax and compliance tools such as:

Avalara
TaxJar

These integrations are part of our roadmap and may be offered as optional add-ons in the future — not as built-in tax filing solutions.

Why US Businesses Trust PeppyBooks

Built for US accounting needs

Structured to align with US accounting practices, reporting formats, and advisor workflows.

Supports clear financial organization

Keeps income, expenses, and records clearly categorized for confident decision-making.

Designed for seamless CPA collaboration

Makes it easy to share clean reports and exports with your CPA or financial advisor.

Transparent about capabilities and limitations

Clearly communicates what PeppyBooks supports—and where professional guidance is required.

No confusing promises, no compliance risks

Focuses on reporting and readiness without overstepping into regulated compliance services.

PeppyBooks keeps you organized so your CPA can focus on compliance, filings, and tax strategy.

Stay Ready. Stay Organized. Stay Confident.

PeppyBooks helps US small businesses manage everyday accounting with clarity — while your CPA handles compliance.

Learn how PeppyBooks supports US accounting