Accounting & Bookkeeping
Small Business Bookkeeping
Monthly bookkeeping that keeps every account reconciled, every transaction categorized correctly, and your numbers ready whenever you need them.
Everything a small business needs, in one firm.
14 services across bookkeeping, tax and advisory: delivered by a boutique Miami firm where the Managing Director reviews every engagement.
14Specialist services
3Practice areas
Flat feeQuoted before we start
Accounting & Bookkeeping
The monthly foundation: clean books, accurate statements, and payroll that runs without you thinking about it.
Accounting & Bookkeeping
Financial Statement Compilation
Formally compiled financial statements prepared to AICPA standards: the version a bank, landlord, bonding agent or investor will actually accept.
Accounting & Bookkeeping
QuickBooks Setup & Cleanup
Rebuild a QuickBooks file that has drifted out of reality, or set one up correctly the first time, structured around how your business actually operates.
Accounting & Bookkeeping
Payroll Services
Payroll that runs on time, files itself correctly, and does not turn into a penalty notice six months later.
Accounting & Bookkeeping
Outsourced CFO & Controller
Senior financial leadership without a senior salary: forecasting, margin analysis, and someone in the room when the decision actually matters.
Tax Services
Preparation and, more importantly, planning, so the number on the return is one you already knew about.
Tax Services
Business Tax Preparation
Federal and Florida business returns prepared accurately, filed on time, and explained in language you can act on.
Tax Services
Individual Tax Preparation
Personal tax returns for business owners, investors and professionals whose situation stopped being simple a while ago.
Tax Services
Tax Planning & Strategy
Proactive planning through the year, because by the time the return is being prepared, almost every lever has already been pulled.
Tax Services
Self-Employed & 1099 Tax
Tax work built for people who invoice rather than get paid: quarterly estimates, real deductions, and no April surprises.
Tax Services
Florida Sales & Use Tax
Registration, filing and nexus analysis for Florida sales and use tax, including the surtax rules that catch out almost every new business.
Tax Services
IRS Representation & Resolution
We deal with the IRS so you do not have to: notices, examinations, back filings and payment arrangements, handled by someone who has done it before.
Advisory & Specialty
Setting up right, staying compliant, and handling the situations most firms would rather hand off.
Advisory & Specialty
New Business Setup
Set the business up correctly on day one: entity choice, registrations, accounting system and the handful of decisions that are painful to reverse later.
Advisory & Specialty
Nonprofit & Charity Returns
Form 990 preparation and nonprofit accounting for organizations that need their filings right and their exempt status protected.
Advisory & Specialty
Internal Controls & Audit Readiness
Practical controls sized for a small team: enough structure to prevent loss and pass review, without paperwork nobody will maintain.
Not sure what you need?
Most people start with one thing and discover the rest.
“My books are a mess”
Start with a QuickBooks cleanup, then move to monthly bookkeeping so it stays fixed.
“I paid too much tax”
Start with tax planning, ideally mid-year, while the levers still exist: alongside return preparation.
“I’m just starting out”
New business setup gets the entity, registrations and accounting system right before the first transaction.
Ready for books you can actually trust?
Book a free 20-minute consultation. We’ll look at where you are, tell you what needs fixing, and give you a flat-fee quote: no pressure, no jargon.