Tax · Accounting · Advisory
Bookkeeping & Outsourced Accounting in Miami
Accurate monthly books and outsourced accounting for Miami small businesses, led by an IRS Enrolled Agent and Certified QuickBooks ProAdvisor.
Bookkeeping and outsourced accounting for Miami businesses
Good decisions start with good numbers. We keep your books accurate and current, close every month on time, and hand you financial statements you can actually use, so your energy goes into running the business, not chasing receipts.
Whether you need clean monthly bookkeeping, a full outsourced accounting department, or help getting months of backlog current, we build the engagement around your business and keep it led by an IRS Enrolled Agent.
Outsourced bookkeeping, built around your business
Hiring a full-time bookkeeper is expensive, and doing the books yourself pulls you away from the work only you can do. Outsourcing gives you a professional finance function at a fraction of that cost.
We become your back office: recording every transaction, reconciling every account, and closing every month, so you always know exactly where the business stands.
A finance team without the headcount
Bookkeeping, reporting, and an Enrolled Agent's oversight for less than the cost of a single in-house hire.
Books that are always current
Monthly reconciliation and close mean your numbers are ready the moment a lender, investor, or the IRS asks.
One team for books and tax
The people who keep your books also prepare your returns, so nothing is lost in the handoff between vendors.
Built for your stage
Start with the essentials and add payroll, sales tax, and advisory as the business grows.
The basics, explained
What bookkeeping actually gives you
The terms that come up most, in plain language, so you know exactly what you are paying for.
- Cash vs. accrual accounting
The cash method records income and expenses when money actually changes hands. The accrual method records income when you earn it and expenses when you incur them, which gives a truer picture of profitability.
Many small businesses may keep cash-basis books, while those that carry inventory or grow past the IRS size limits may be required to use accrual. We set up the right method and convert your books if your needs change.
- The monthly reports you get
Every close ends with a clear set of statements, not a shoebox of receipts. You see how the business is performing and where the cash is going.
- Profit and loss (P&L): revenue, expenses, and what you actually earned
- Balance sheet: what you own and what you owe on a given date
- Statement of cash flows: how cash moved through the business
- Bookkeeping vs. accounting
Bookkeeping is the disciplined, recurring work of recording and reconciling every transaction. Accounting sits on top of it: financial statements, tax strategy, and advice you can act on.
We handle both under one roof, led by an IRS Enrolled Agent, so your numbers are not just tidy, they inform real decisions.
- We work in your existing QuickBooks file
No forced migration and no starting from scratch. We work inside the QuickBooks Online company you already use, so your history and reporting stay intact.
As Certified QuickBooks ProAdvisors, we can also set QuickBooks up correctly, or move you off desktop or spreadsheets when that is genuinely the better call.
What's included
Your monthly bookkeeping scope
A typical engagement covers the full recurring cycle. We scale it up or down to fit your business.
- Bank and credit-card reconciliation
Every account matched to the statement so your balances are real and nothing slips through.
- Accounts payable and receivable
Bills and invoices tracked and categorized, so you know what you owe and what is owed to you.
- General ledger upkeep
A clean, correctly coded chart of accounts that stands up to a lender, an auditor, or the IRS.
- Monthly close
Books locked and reviewed each month, so reporting is timely and tax time holds no surprises.
- Financial statements
Your P&L, balance sheet, and cash flow statement delivered every month, ready to act on.
- Sales tax and payroll coordination
Payroll and Florida sales and use tax kept in sync with your books, so compliance lives in one place.
Levels of support
One partner, three levels of support
Start where you are and add scope as the business grows. Each level builds on the one before it, and every level is quoted after a short scoping call.
Essentials
Core monthly bookkeeping: bank and credit-card reconciliation, transaction categorization, and your P&L, balance sheet, and cash flow statement every month. Built for solo owners and early-stage businesses.
Growth
Everything in Essentials plus accounts payable and receivable, payroll, and Florida sales and use tax, with a monthly review of your numbers. Built for hiring, growing businesses.
Full Finance Department
Outsourced accounting end to end: everything in Growth plus deeper reporting, cash-flow and budgeting support, and proactive tax planning with your Enrolled Agent. Your complete back office.
Behind on your books?
If months, or even years, of transactions have piled up, you are not alone and there is no judgment here. Our catch-up bookkeeping brings your records current, reconciles every account, and cleans up whatever got miscategorized along the way.
Once your books are caught up and accurate, we roll you into a steady monthly cadence so you never fall behind again.
Frequently Asked Questions
Bookkeeping and Outsourced Accounting Questions, Answered
How we work together
Everything through a secure portal.
We collect documents, send organizers, share returns for e-signature, and accept payments through your secure client portal.
See how the client portal worksLet's Talk
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