Accounting Services

Basic Accounting provides a deeper and more Complex Bookkeeping service which includes Chart of Accounts setup & maintenance, ensuring organized financial tracking, bank & credit card reconciliation for accuracy, fixed asset management to track depreciation, and month-end closing to finalize reports and ensure financial clarity. 

Our Accounting Accounts Payable Services include A/P reconciliation, A/P aging reports, and a streamlined payment processing program—offering features that include a dedicated vendor inbox, automated invoice processing, Invoice/bill approval workflows, secure payment processing/Check or ACH payments with no check stock needed, and QuickBooks integration.

Our Accounting Accounts Receivable Services include A/R payment tracking and recording to ensure accurate revenue reporting, revenue recognition for proper financial statements, A/R aging reports to monitor outstanding invoices, and collections management—sending payment reminders, coordinating follow-ups on overdue balances, and implementing late fees to improve cash flow and reduce outstanding balances efficiently.

Basic Financial Reporting Services include generating profit and loss statements and balance sheets to provide a clear view of financial performance and position. We also offer financial health analysis to assess your business's overall stability, along with A/P & A/R aging reports to track outstanding liabilities and receivables for better cash flow management.

Business Compliance Services include sales tax management, filing, and remittance to ensure timely compliance of collected sales tax with tax laws. We also handle business license management, Florida SunBiz annual report submission and renewals, City Tax Receipt submissions and renewals, and the annual resale sales tax certificate management to help keep your business legally compliant and up-to-date with all necessary filings and renewals.

Industry-Specific Services include merchant fee management to track and optimize transaction costs, inventory management for accurate stock tracking, and sales reporting to measure revenue trends. We also offer project budgeting, costing, progress billing, and post-project analysis and reporting to ensure efficient financial oversight and profitability for project-based businesses.

Technology and Software Services include QuickBooks Online setup and integration to streamline financial management, along with QuickBooks Online training to ensure your team can use the software effectively. We also offer payment processor integrations, syncing systems like POS/retail sales to simplify transactions and improve data accuracy across your financial platforms.

Basic Tax Preparation Services include tax deduction and credit optimization, where we identify and track tax-deductible expenses throughout the year, helping you maximize savings, EOFY workpapers to organize financial data, prepping and submitting financial reports to your CPA for accurate tax filing, and offer limited support to your CPA to ensure proper tax compliance, making the process smoother and more efficient.