Books closed every month, reviewed by a CPA, so you know what you made, what you owe, and what’s coming — and so tax time is a formality instead of a scramble.
The most common situation we see in Kendall is not “no bookkeeping.” It’s QuickBooks that was set up with good intentions, used for a few months, and then fell behind when the business got busy. Now there are 1,400 uncategorized transactions, the bank hasn’t been reconciled since spring, and the owner is making decisions off the bank balance. That works until it doesn’t — usually when a loan application, a tax deadline, or a partner dispute requires real financial statements.
Our core bookkeeping service is a fixed monthly fee that covers categorizing and reconciling every bank and credit-card account, recording and reconciling merchant deposits (Square, Toast, Clover, Stripe, and the rest), managing accounts payable and receivable if you need it, tracking loans and equipment, producing a monthly profit-and-loss and balance sheet, and a short monthly check-in to walk through the numbers. Everything is reviewed by a CPA, which is the difference between books that look done and books that are right.
If you’re behind, we start with a clean-up project: a fixed-price engagement to rebuild the books from bank statements, fix the chart of accounts, clear the undeposited-funds and uncategorized balances, reconcile every account through today, and hand you accurate financials. Most Kendall clean-ups cover six months to three years and are finished within a few weeks. Then you move onto the monthly service so it never happens again.
We work in both, and we’ll set up a new QuickBooks Online file correctly if you don’t have one — chart of accounts built for your industry, bank feeds connected, sales tax configured for Florida, and payroll integrated. We also work with Xero and with the industry systems Kendall businesses actually run on: restaurant POS, dental and medical practice management software, contractor job-costing, and trucking dispatch software.
Bookkeeping is the input. The output is a set of financial statements you can use — for a bank loan, an SBA application, a lease on Kendall Drive, a buy-out of a partner, or just to know whether last month was good. Because a CPA reviews the books, we can also prepare compiled financial statements when a lender asks for them.
It’s a fixed monthly fee based on transaction volume and the number of accounts — not hourly. A single-location business with one bank account and one card is at the low end; multiple locations, high-volume POS, or job costing cost more. We quote it after a free look at your QuickBooks.
Yes. Catch-up and clean-up projects are our most common starting point with Kendall businesses. We rebuild from bank statements, reconcile everything through today, and quote the project as a fixed price before starting.
No. We prefer QuickBooks Online for most Kendall businesses because of bank feeds and integrations, but we work in QuickBooks Desktop and Xero too, and we’ll recommend whichever fits your business.
Yes. You’ll have a dedicated bookkeeper and a CPA reviewing their work, and you can reach either one at our Kendall office — not a rotating offshore team.
Yes. Our office is in Kendall, but the work is cloud-based, and we serve businesses throughout Miami-Dade and beyond.
S-Corp, partnership, LLC and C-Corp returns for Kendall businesses — prepared by a CPA, planned before year-end.
Personal returns for Kendall families — rental income, self-employment, foreign accounts, and real planning, not just data entry.
Payroll, direct deposit, 941s, Florida RT-6, W-2s and 1099s — run right every time for Kendall employers.
Free 20-minute consultation. No pressure, no jargon — just clear answers about your taxes or your books.