Monthly bookkeeping
Transactions categorised, bank and credit card accounts reconciled, and a clean P&L and Balance Sheet produced each month.
Bookkeeping for businesses
We keep the books for businesses across Florida and clients nationwide. Every set of books is reviewed by a CPA — not just a bookkeeper — so the statements you get each month are tax-ready and lender-ready.
- Service businesses — consulting, agencies, professional practices
- Restaurants and retail with daily transaction volume to reconcile
- Real estate investors with several properties or LLCs
- E-commerce sellers on Stripe, Shopify or Amazon
- Startups preparing for a first audit, raise or loan application
- Owners who fell behind and need a clean start before next season
What's included
What monthly bookkeeping covers
Catch-up and clean-up
Months or years behind? We rebuild the books from statements and receipts — common before a loan, a sale or a first filing.
QuickBooks Online setup
Chart of accounts built for your industry, bank feeds connected, sales tax configured, history imported, and your team shown how to use it.
Sales tax filing
Florida and multi-state registration, monthly or quarterly returns, and support if the Department of Revenue asks questions.
Payables and receivables
Optional: bill pay, vendor management, customer invoicing and aging follow-up, so collections do not depend on your evenings.
Year-end close
Adjusting entries, depreciation, owner equity reconciled and a clean trial balance handed straight to tax preparation — no duplicated work.
How it runs
Three steps, start to finish
01
Diagnostic
We review your current setup, volume and pain points, then quote a flat monthly fee — no hourly billing surprises.
02
Onboard
Bank feeds, software access and chart of accounts configured. If catch-up is needed, scope and timeline are agreed up front.
03
Monthly delivery
P&L, Balance Sheet and a brief CPA commentary every month. Year-end tax work flows straight off these books.
Do I have to switch to QuickBooks?
QuickBooks Online is what we use day to day and it gives the cleanest result, but we have clients on Xero, FreshBooks and Wave — and we can work directly from bank statements if you would rather not use accounting software at all.
Can you fix books from previous years?
Yes. Catch-up bookkeeping is one of the most common projects here. We rebuild from bank statements, reconcile every account, and produce clean year-end financials ready for filing or lender review.
Will you also do my taxes?
Most bookkeeping clients use us for tax preparation too, which saves time on both sides since the books are already CPA-reviewed. It is not a requirement — you can keep your existing preparer.
How do you handle receipts and documents?
Through the secure document portal, where you upload receipts and statements. For receipts on the move, a phone app that auto-uploads works well. No paper shuffling.
What does monthly bookkeeping cost?
It depends on transaction volume, number of accounts and complexity. You get a flat monthly quote after a short diagnostic call, not an hourly rate that grows quietly.
Books current, taxes calm.
Fifteen minutes to see where your books stand and what it takes to get them clean.