Bookkeeping services in Tampa

Most small business owners didn't start a company to reconcile bank statements. Monthly bookkeeping keeps your numbers current, so you know where you stand and tax season is a formality.

Signs you need help with the books

  • Your books are months behind
  • Bank and credit card accounts don't reconcile
  • Personal and business spending are mixed together
  • You don't know your profit until your tax return is done
  • A lender or buyer is asking for financial statements

What's included

Monthly bookkeeping

Transactions categorized and every account reconciled each month.

Financial statements

A profit and loss statement and balance sheet you can actually read.

Cleanup and catch-up

Bringing books that are months or years behind up to date.

Software setup

QuickBooks Online or Xero set up with bank feeds and a chart of accounts that fits your business.

Year-end handoff

Books closed and ready for your tax return.

What affects the price

  • Monthly transaction volume.
  • Number of bank, credit card and loan accounts.
  • How far behind the books are.
  • Payroll, inventory or sales tax tracking.

Every engagement starts with a flat quote, before any work begins.

Bookkeeping and Florida sales tax

If your business collects Florida sales tax, your books have to track it separately, and the return to the Department of Revenue is due on your assigned schedule whether or not the books are current. Keeping bookkeeping monthly is the simplest way to make sure the sales tax return and your actual sales agree.

Common questions

Do you work in QuickBooks?

Yes. QuickBooks Online and Xero are both supported, and existing files can be cleaned up rather than started over.

How far behind can my books be?

Any amount. Catch-up work starts with the oldest open period and moves forward.

How often will I get reports?

Monthly, once the accounts are reconciled.

Can bookkeeping and taxes be done by the same team?

Yes, which means no handoff problems at year end.

Related services

Areas we serve

Bookkeeping across Tampa and these nearby communities:

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