Five things. Start with one.
Most clients add a second within a year. You can stop at one.
Ask about a service
Same-day callback. No obligation.
Bookkeeping & catch-up
Every account reconciled, every period closed. Backlog rebuilt from statements, not guesswork. Catch-up quoted once, up front.
Monthly reporting
Profit and loss, balance sheet, and a short note on what changed. What’s cash, what’s already owed.
Tax prep & planning
Individuals and businesses, federal and Florida. Extensions calculated, IRS letters answered.
Registered agent & filings
Florida requires a physical address in-state. Ours. Annual report filed on time, amendments and reinstatements handled.
New business setup
Entity filed, EIN obtained, books open from day one. Whether the S corp election pays for itself — with the arithmetic.
Who we see most
What this market is made of.
Contractors & trades
Job costing, retainage that looks like profit, 1099 subs to track before January.
Restaurants & hospitality
Tips, sales tax, payroll across a swinging headcount, a season that carries the rest.
Real estate & property
Commission timing, owner funds that aren’t income, per-property reporting.
How it goes
Four steps.
Call
Ten minutes. Tell us where things stand.
Quote
Catch-up priced once, up front.
Catch up
Backlog rebuilt, accounts reconciled.
Stay current
Closed monthly, reported plainly.
Not sure which one?
Normal place to start. Tell us what’s going on and we’ll point at the one that matters.
Mon–Fri · 8am–5pm · Naples, FL
General information only, not tax, legal or accounting advice for your situation. The books check is an informal self-assessment, not a professional opinion.