Stage 1 · Setup
Chart of accounts that suits your business.
Our services, in detail
Four services for small businesses, on a fixed monthly fee.
Program 01 · Closed on a set date
Monthly bookkeeping
The value is in the rhythm. Every bank and card account reconciled, the month closed by an agreed date, and anything we cannot identify queried while you still remember it — rather than eleven months later when nobody does.
Stage 2 · Collection
Statements and receipts, on a schedule.
Stage 3 · Reconciliation
Every account, every month.
Stage 4 · Close
By an agreed date, with queries resolved.
Stage 1 · Setup
Accounts and schedules registered.
Stage 2 · Pay runs
Processed on your cycle.
Stage 3 · Deposits
Made by the deadline, every time.
Stage 4 · Filings
Quarterly and annual, on schedule.
Program 02 · Filed when due
Payroll & payroll taxes
Payroll tax penalties are among the most expensive and most avoidable a small business can collect, because the deadlines never move. We run payroll on schedule, make the deposits on time and keep the filings current.
Program 03 · The one people get wrong
Florida sales & use tax
Sales tax catches small businesses out constantly: collected but not remitted, filed late, or filed at the wrong frequency after the state reassigns it. We track your filing frequency and file on time, and we will flag when something you are selling may be treated differently.
Stage 1 · Registration
Checked, including filing frequency.
Stage 2 · Collection
Reconciled against your sales.
Stage 3 · Return
Prepared and reviewed.
Stage 4 · Filed
On time, with confirmation kept.
Stage 1 · Assessment
How far behind, and what exists.
Stage 2 · Catch-up
Quoted separately before starting.
Stage 3 · Year end
Closed and reconciled.
Stage 4 · Handover
To your CPA, in a usable state.
Program 04 · Handed over ready
Year end & clean-up
Your CPA should receive records they can work from, not a year of guesswork. We close the year properly and issue 1099s on time. If the books are months behind, catch-up is quoted separately and honestly — it is the one thing nobody can price without looking first.
Behind on the books?
A free review, and an honest quote for catching up. No obligation.