Website: bookkeepingtoaccounting.com
Phone: (727) 353-9987
Bookkeeping to Accounting is a bookkeeping firm based in St. Petersburg, Florida. The firm provides monthly, weekly, or daily cloud bookkeeping for small businesses and positions itself as a partner that removes routine bookkeeping work so owners can focus on running their operations. According to the firm, its work is tailored to each client rather than offered as a one-size-fits-all package, with reporting and dashboards customized so owners see the financial data they need.
Services
The firm lists ongoing bookkeeping as its core offering, delivered on a monthly, weekly, or daily automated cloud basis. Stated services include accounts payable and bill pay, accounts receivable and customer invoicing with payment application, monthly profit and loss and balance sheet preparation with comparisons, and monthly reconciliations. The firm also handles monthly sales tax filings and notes multi-state nexus tracking, along with payroll and contractor payments. Additional offerings described on the site include system design and process optimization, and assistance with workers’ compensation insurance audits. The firm states it can integrate point-of-sale systems with accounting software, download bank and credit card transactions, and help reduce credit card processing fees through merchant account review.
Who They Serve
Bookkeeping to Accounting states it can develop bookkeeping solutions for businesses of any size and lists several industries it works with. These include trades and home-service businesses such as electricians, plumbers, and HVAC, where the firm emphasizes connecting received payments to the correct open customer invoices and supporting payroll and workers’ compensation. The firm also serves monthly recurring service businesses such as lawn care, pool maintenance, and pest management, helping track equipment and maintenance costs for items like mowers, pool pumps, trucks, and pest control gear. Other client categories named on the site are wedding service businesses, SaaS and software companies, and dental, mental health, and medical practices.
Trades and Contractor Focus
A dedicated portion of the firm’s site addresses trades businesses, including electricians, plumbers, roofers, HVAC, and contractors in St. Petersburg. For these clients the firm describes tracking tool, equipment, and project material purchases, managing project costs across supplies, subcontractors, and labor, and supporting job profitability analysis. It also describes reliable payroll and contractor payment processing intended to keep workers compliant with local and state requirements, automated invoicing that can integrate with project management software, and sales tax filing with monthly profit analysis and reconciliation geared toward construction and service businesses.
Approach and Tools
Bookkeeping to Accounting states that it is certified in QuickBooks Online accounting and Gusto payroll software. The firm emphasizes staying current with bookkeeping technology and using applications that connect systems, automate transaction downloads, run payroll, compute and pay sales tax, and process client payments through payment solutions and merchant accounts. The site identifies the firm’s owner as Theresa Rae Gay, who it says holds an MBA and has a career of more than 35 years working mostly with small businesses. The firm describes client privacy and security as top priorities and lists measures including secure document portals for transferring sensitive paperwork, encrypted passwords for team members, required secure WiFi or VPN connections, and background checks for all team members before they begin work. The firm also states a commitment to hiring disabled veterans.
Contact and Location
The site indicates the firm is located in St. Petersburg, Florida, and lists a telephone number of (727) 353-9987 and an email contact at theresa@bookkeepingtoaccounting.com. No street address is published on the reviewed pages. As a St. Petersburg based provider, the firm presents itself as combining local knowledge with bookkeeping for small businesses across a range of service industries.
Businesses in the St. Petersburg area seeking ongoing cloud bookkeeping, payroll, sales tax handling, and customized financial reporting may find Bookkeeping to Accounting relevant, particularly those in the trades and recurring service sectors the firm highlights.