Website: goldenappleagencyinc.com
Phone: (866) 288-9070
Golden Apple Agency Inc is a tax and accounting agency focused on small businesses, with a Florida office in Jacksonville and a second office in Spartanburg, South Carolina. According to its website, the firm was established in Jacksonville, Florida more than 15 years ago. It serves small business owners across Jacksonville and Northeast Florida and positions itself as a partner to client businesses rather than solely a tax preparer or bookkeeper.
Services
The firm offers a combined set of tax, accounting, and bookkeeping services. Tax services listed include tax preparation, tax planning, IRS tax audit help and audit representation, tax resolution and tax debt resolution, and new business setup. On the accounting side, the website describes corporate tax returns, strategic tax planning, and outsourced CFO services. Bookkeeping offerings include monthly bookkeeping, receipt management, financial reports, and payroll.
The site describes monthly bookkeeping work that covers recording transactions, filing receipts, handling accounts payable and receivable, and payroll tax services. It states that the firm can record transactions, reconcile bank accounts, generate financial statements such as the monthly balance sheet and cash flow statement, set up a chart of accounts, log income and expenses, track billable hours, prepare expense reports, and manage cash flow. The firm also offers QuickBooks support, including setup, on-site training, bank reconciliations, and troubleshooting of problematic files.
Who They Serve
Golden Apple Agency directs services to small businesses, including sole proprietors, corporations, and nonprofits. The website lists a range of industries it serves, including coaches and consultants, construction companies, marketing agencies, medical practices, podcasters, real estate and realtors, and trucking, along with a DIY business option. A broader industry list on the site adds auto shops and mechanics, chiropractors, dental practices, electricians, freelance professionals, general contractors, HVAC companies, landscaping professionals, photographers, plumbing businesses, therapists, and trucking companies.
The firm maintains a dedicated page for accounting and bookkeeping for HVAC companies. For HVAC business owners and contractors, the described services include comparing projections to actual business data, analyzing cash flow and profit and loss statements, calculating sales tax, preparing quarterly and annual tax payments, depreciation schedules for equipment and appliances, budgeting, and outsourced CFO services. Bookkeeping for HVAC firms is described as including payroll for contractors and subcontractors, invoicing, financial statements, bank reconciliations, and integrating QuickBooks with HVAC or field service management software.
Approach & Tools
The firm describes its team as tax professionals who provide financial strategy intended to help small business owners run their businesses strategically, efficiently, and profitably. It works with QuickBooks as its bookkeeping software, and the website states that Golden Apple Agency Inc and its employees are independent QuickBooks ProAdvisors, with one page describing the firm as an Elite QuickBooks ProAdvisor. The site references a 15-minute discovery call as a starting point and offers downloadable tax resources, including a tax preparation checklist, along with a blog covering accounting, bookkeeping, and tax topics.
The website also describes corporate tax work in some detail, noting that small business accounting can involve sales tax, payroll tax, corporate income tax, and municipal, county, and state-specific requirements, and stating that the firm handles corporate tax preparation so clients meet compliance obligations. On its accounting page, the firm describes serving sole proprietors, corporations, and nonprofits, and offering services that span setup, strategic tax planning, and the filing of corporate tax returns. The site frames its tax planning around helping small businesses save money by preparing strategically before filing rather than reacting after the fact.
Stated office hours are Monday through Thursday from 9:00 am to 4:00 pm, with Friday by appointment. The website credits Tanya Akimenko in its copyright line and notes the publication of a book on tax mistakes that cost business owners money. Small businesses and home service or trade companies in Jacksonville and Northeast Florida, including HVAC, plumbing, electrical, landscaping, and general contracting firms named among its industries, seeking combined tax, accounting, and bookkeeping support may find the agency’s range of services relevant to those needs.