Accounting
Done For You
and Made Easy

Don’t Waste Your Valuable Time on Bookkeeping and Finances… Give Yourself Time to Do What You Do Best – Go Out and Get More Clients!

Most small business owners waste valuable time attempting to manage finances and keep up the bookkeeping end of their business when the time could be far better spent focusing on the service or the clients your business specialize in.

The successful small business owner knows to spend more time on work means generating more profit. Leave the tedious, time-consuming job of bookkeeping and accounting to the professionals!

Monthly or quarterly, depending on the size of your business and your specific needs, we will take care of the following accounting and bookkeeping services, which benefit your business in the following ways…

  • Bank reconciliation…
    • Identify lost checks, lost deposits, or unauthorized wire transfers.
    • Detect and prevent embezzlement of funds from within your business.
    • Track your business growth and manage your cash effectively.
    • Protect yourself from bank errors, fraudulent checks, and other financial crimes directed toward your business.
  • Income statements…
    • We will provide you with regular profit / loss statements that will help you track the operating costs of your business.
    • Understand what areas of your business are over / under budget and identify the specific areas that need attention to keep your business profiting.
    • Track increases in product sales or returns as a percentage of your sales.
    • Determine your current tax liability.
  • Balance sheets…
    • Gives you a snapshot of the financial health of your business at any given point of time.
    • Identify and analyze trends in receiving and payables and take prompt action to keep those trends going in a direction beneficial to your company.
    • Balance sheets, along with income statements, are the single most important elements for reporting to potential lenders and investors.
  • General ledger management
    • We can help you set up a general ledger system, or identify problems with your current ledger system, that will allow you to eliminate discrepancies and maintain accurate records for your business.
  • Unlimited consultations

We can also customize our service to you by adding…

Ready to come in for an appointment?

Our schedule is very full…but if you call us at (407) 583-6444 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

How Orlando Businesses Can Market More Effectively In This New Normal

I have some ideas for Orlando small business owners to chew on today about how to connect more clearly and deeply with your clients and prospects, but before I get there, some news:There is still no word about automatic PPP forgiveness for smaller loans (under $150K),...

Passing Down Your Orlando Family Business

There is talk right now that Congress might enact automatic forgiveness for all PPP loans under $150K. This would be a sigh of relief for Orlando small businesses (and their accountants!) everywhere. Nothing has been passed, but it's under strong...

Offer In Compromise Mills And Other Tax Scams For Orlando Taxpayers To Avoid

Every year, the IRS releases their list of what they call "the dirty dozen".(Apparently, the marketing gurus who work at the IRS think that if they give it a catchy name, maybe even a pop-culturey one, the people will pay more attention.)But aside from the cheesy...

PPP Forgiveness Reminders For Orlando Businesses

Doing business in the summer of 2020 sure ain't easy.I have Orlando clients all over the spectrum -- some whose businesses are on their last legs because of social restrictions and lockdowns, some who are hanging steady, and some who have found ways to grow.Many have...

Is It Time For Your Orlando Business To Get A New Tax Accountant?

I'm going to take a moment to address those of you who might NOT be using our services thus far. There's a word or two for current Orlando clients here as well, but allow me to explain.You see, sometimes, you just know you need to make a change, but the timing isn't...

Thank You Orlando Small Businesses

Lifting my heavily-lidded eyes to peer up through the haze of government forms and procedures, I peek at the calendar, which today says: July.And we are still doing tax work.This year has been insane. Yet we have had the PRIVILEGE to walk alongside you through major...

What To Try When Your Orlando Business’ Receivables Are Slowing Down

At the end of last week, the House approved the Senate's action of extending the PPP loan availability for 5 more weeks, and the President signed it shortly thereafter.This means that approximately $129 billion in remaining PPP funds can be tapped by Orlando...

The Best Way For Orlando Taxpayers To Get Answers About Tax Debts

With all of the chaos we've been enduring, word on the tax professional "street" is that there is coming a FLOOD of people who will be owing tax debts to the IRS (and the SBA) in a few months.With unemployment as it (still) is, and the economy not fully reopening...

Using KPI’s For Your Orlando Business

Scattershotting around the world of SBA loans and taxes here before the huge deadlines looming on July 15th.(As a reminder: 2019 personal tax returns and payments, first AND second quarter 2020 estimated tax payments are ALL due on Wednesday, July 15th.)We're working...

Hey Orlando Business Owners, Do You Understand The Value of Time?

How are you and your Orlando business hanging in there these days? I'd be interested in what kind of revenue you're managing (unless you've already given us visibility into your books -- I can see for myself).Shoot me an email, and let me know. I might have some ideas...