Bookkeeping Solutions
For more than 35 years, I’ve helped businesses keep accurate, reliable financial records. My bookkeeping service is fully virtual, allowing you and me to work together in the same QuickBooks Online account in real time.
This shared online system gives you secure access to your financial information anytime, while I handle the day-to-day bookkeeping tasks efficiently and accurately. You always stay connected to your business finances without the need for in-person meetings or exchanging paper documents.
Services include:
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Monthly bookkeeping
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Bank and credit card reconciliations
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Financial reporting
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QuickBooks setup and cleanup
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Ongoing virtual support
My experience as a CPA and CFO for small and medium-sized businesses allows me to provide practical financial insight along with dependable bookkeeping services. By combining decades of experience with modern cloud technology and AI-assisted processing, I help business owners save time, stay organized, and focus on growing their business.
All for the affordable cost of $250 per month
CFO Services
With over 35 years of experience, my fractional CFO financial consulting services are here to guide you through strategic decisions. Whether it's budgeting, forecasting, or assessing financial health, I provide insights that help you make informed choices for your business's future.
FREE with Bookkeeping
S Corporation Formation
With an S Corporation:
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Requires a separate bank statement
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Requires bookkeeping with general ledger and financial statement
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Profits can be distributed as distributions
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Distributions are generally not subject to self-employment tax
Fees:
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Filing Fee $35
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Registered Agent Designation $35
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Consultation $145
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Prepare Articles of Corporation $95
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File SS-4 for EIN $95
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File 2553 to request S Corp election $95
Total Fee charged to client $500
File Annual Report with the State of Florida $200 (due May 1 every year)
