Cape Coral · Lee, Charlotte & Collier
Full-service bookkeeping for Southwest Florida businesses: every transaction, every reconciliation, payroll and your monthly financials, handled by a controller instead of a data-entry service. You run the business, and every month you know exactly where it stands.
Why Businesses Switch to Us
If your books are a month behind, your reports don't match the bank, or tax time turns into a scramble, the problem isn't you. It's that nobody is closing the books properly every month.
Who We Work With
If you have transactions, bank accounts and a tax return to file, we can run your books. We set up QuickBooks around how your business actually works.
Single and multi-member LLCs that need clean monthly books and a smooth year-end.
Sole proprietors and 1099 contractors who want organized records and no tax-time scramble.
Companies with W-2 staff or contractors who need payroll done right, every pay period.
Owners who've outgrown doing it themselves and need real numbers to make decisions.
Services
Hand us the full books and we run them for you. Add payroll, reporting or tax filing as you need it. Everything runs in QuickBooks, so your records stay in one place.
We take over the books completely: categorizing, reconciling and closing every month in QuickBooks, with your P&L and balance sheet delivered on schedule.
Payroll for W-2 employees and 1099 contractors, including direct deposit, payroll tax filings and year-end W-2s and 1099s.
Monthly and year-end statements you can hand to a CPA, lender or partner, plus the numbers you need to make decisions.
Months or years behind? We rebuild and reconcile your books so you start fresh with records you can rely on.
New QuickBooks files set up correctly from day one: chart of accounts, bank connections and the reports you'll actually use.
Business and personal returns, prepared from books that were kept right all year, so there are no surprises.
Ways to Work With Us
Most business owners are in one of two places: behind on the books and stressed about it, or current but tired of doing it themselves. Either way, the first step is a free review of your books, and you get a flat quote before any work starts.
Flat project quote
Months or years behind, accounts that don't match the bank, a shoebox of receipts or a QuickBooks file nobody trusts. We rebuild it, reconcile every account to the statements and hand you books you can file taxes from and make decisions with.
Flat monthly fee
We take the books off your plate for good. Every month we categorize, reconcile and close in QuickBooks, then send you a P&L and balance sheet you can read in five minutes. You always know where you stand, and tax season is just another month.
W-2 employees and 1099 contractors, direct deposit, payroll tax filings and year-end forms. Quoted by team size.
From $199 per return, for individuals, freelancers and business owners.
How It Works
No long onboarding and no paperwork piles. We take it from where your books are today.
A short call about your business, how your books look today and what you need from them.
We look at your current QuickBooks setup and give you a flat monthly quote for your situation.
We fix what needs fixing, connect your accounts and bring the books current.
Books reconciled and reports delivered on schedule, with someone to call when you have a question.
The Difference
Not just data entry. Every month ends with reconciled accounts and statements that tie out.
You get plain-English answers about where the money went and what it means for next month.
Based in Cape Coral and working with businesses across Lee, Charlotte and Collier, in person or virtually.
Book a free consultation. We'll look at your current setup and tell you exactly what it would take to get it clean and keep it that way.
Book a Free ConsultationGet in Touch
Send a few details and we'll get back to you within one business day.