Accurate & On‑Time Bookkeeping in Fort Myers, FL
Bookkeeping Services
Bookkeeping is one of the most undervalued responsibilities among business owners, yet it is essential to the health and stability of any company. Reliable financial statements serve as the backbone of nearly every important decision a business makes. When records are inaccurate, a business cannot complete many critical tasks needed for growth, compliance, and long-term success. Without proper books, accurate tax returns can’t be prepared, tax planning is impossible, lenders may decline funding, KPIs cannot be monitored, and determining business value becomes extremely difficult. Companies with poor bookkeeping also routinely miss legitimate tax deductions, such as:
- Unrecorded interest expense on business loans
- Missed depreciation on qualifying business assets
- Owner contributions incorrectly recorded as income
- Business expenses mistakenly capitalized as assets
- And numerous other preventable errors
We provide full-service monthly bookkeeping tailored to your business needs. Our bookkeeping clients can feel confident knowing their financial activity is recorded promptly, correctly, and ready whenever needed. As part of our bookkeeping workflow, we handle:
- Monthly bank and account reconciliations
- Monthly loan amortization tracking
- Quarterly payroll reconciliation
- Basis calculations for newly acquired assets
- Gain/loss calculations on asset sales
- Year-end adjusting journal entries
- Monthly reviews for unidentified transactions
- And many additional bookkeeping tasks
How Do I Choose the Best Bookkeeping in Fort Myers, FL?
Frequently Asked Questions
Find answers to common questions about our services.
What is an Enrolled Agent?
An enrolled agent is a designation granted by the Internal Revenue Service that allows unrestricted representation of taxpayers before all matters with the Internal Revenue Service. Enrolled Agents earn their designation through either passing a three-part comprehensive examination, or through experience as a former Internal Revenue Service employee. Enrolled Agents are subject to ethical standards outlined in Circular 230 and must obtain 72 hours of continuing education every three years to maintain their credential. The Enrolled Agent designation is one of three designations that can represent taxpayers before the Internal Revenue Service, with the other two being Attorneys and Certified Public Accountants.
What types of clients do you specialize in working with?
We specialize in working with individuals, small businesses, and rental property owners located within the State of Florida. We may accept out-of-state clients on an individual basis. Please submit an inquiry on the Contact Us page for details. Unfortunately, we do not work with international taxes, large businesses, syndications, or clients with complicated multi-state tax compliance needs. However, we have many professional relationships with other firms in the industry that we can refer you to so please still reach out to us for assistance!
Are you currently accepting new clients?
Yes! We are still accepting new clients and would be happy to meet with you over a discovery call. There are many firms that are no longer accepting new clients due to staffing issues, and tax laws that have become more complicated every year.
Do you offer virtual appointments?
Of course we do! We are a virtual firm that prides ourselves on using the latest technology to provide professional services to our clients. All our meetings are done through Zoom calls with appointments. This is our preferred method of meeting as it allows us to share our screens with our clients, providing visual aids to simplify complex topics. If you would like to schedule a discovery call, please visit the Schedule Discovery Call link in the top right-hand corner of the website.
How quickly can I expect a response to my inquiry?
We pride ourselves on consistent, professional communication. Every email receives a reply within two business days, and if more time is needed to research or prepare information, we’ll provide an estimated completion time within that same period. Our goal is to make sure you always know where things stand.
When should I start preparing for next year’s taxes?
The best time to start preparing is now! Whether you are just looking for tax preparation only or personalized tax planning, the earlier you start planning the smoother next tax season will be. The last few months of the year are a great time to ensure that your QuickBooks file is complete, accurate, and reconciled. This will drastically speed up when your tax return can get prepared and allows for tax planning as well!
