Florida directory

Bookkeeping Firms in Florida

Tide and Ledger LLC – Tampa Bay, FL

Phone: (727) 205-5022

Tide and Ledger LLC is a bookkeeping and financial management firm based in Tampa, Florida, serving growing businesses across the Tampa Bay region and, on a remote basis, nationwide. According to the firm, it is run by Andrew and Cassie Murphy, a husband-and-wife team, and handles bookkeeping, financial reporting, and back-office operations. The firm describes itself as small by design, with clients working directly with the two founders rather than an associate or junior hire.

Services

The firm organizes its offering around three primary areas. Weekly bookkeeping covers transaction categorization and coding, bank and credit card reconciliation, accounts payable and vendor bill management, accounts receivable tracking and follow-up, and payroll processing and payroll tax filings. The firm states that monthly financial statements are delivered by the fifteenth of each month, with a year-end package prepared for the client’s CPA at tax time.

Managerial accounting is offered as a reporting layer on top of clean books. This includes profitability analysis by service line, project, or department, cash flow forecasting and runway projections, budget versus actual reporting with variance analysis, break-even analysis for hiring, equipment, or expansion decisions, and custom KPI dashboards.

Back-office support covers chart of accounts restructuring, vendor management and bill pay coordination, process documentation and cleanup, accounts receivable collections follow-up, and financial system integrations and automation. The firm also provides QuickBooks services, including new QuickBooks Online setup, migration from QuickBooks Desktop to QuickBooks Online, cleanup and restructuring of existing files, integrations with payroll and payment processing, and team training.

Who They Serve

Tide and Ledger states that its clients run service companies, professional firms, and owner-operated businesses across Tampa Bay. The firm lists contractors and trades, including construction, HVAC, plumbing, electrical, and roofing, as a focus area, alongside professional services and agencies such as healthcare practices, marketing agencies, and consultants. It also names franchise owners, including multi-unit operators and owner-run franchise businesses, and owner-operated businesses generally. The firm notes that it works with companies whether they have five employees or fifty.

The firm’s site also lists industry pages for bookkeeping aimed at contractors, HVAC companies, plumbing companies, electrical contractors, roofing companies, and franchise owners in Tampa Bay.

Approach and Tools

The firm works primarily through QuickBooks. It states that it connects to client bank accounts and QuickBooks through secure, read-only integrations, categorizes transactions and reconciles accounts each week, and flags items needing attention. Cassie Murphy is described as holding Advanced QuickBooks Online ProAdvisor, QuickBooks Payroll, and QuickBooks Online Accountant certifications, and handles weekly bookkeeping, payroll processing, QuickBooks setup and migration, and daily client communication. Andrew Murphy is described as handling operations, client strategy, onboarding, financial system design, managerial accounting, and consulting, with a background that includes enterprise IT project management, trades operations in HVAC, plumbing, and electrical, and an MBA in strategic finance.

The firm describes its model as remote-first, with work done through secure QuickBooks integrations and cloud-based tools, while remaining available for in-person meetings for clients in Tampa Bay. It outlines a process that begins with a free thirty-minute call to review current books, followed by system setup or cleanup, and ongoing weekly updates with monthly reporting.

Service Area

Tide and Ledger is based in Tampa Bay and lists service across Tampa, Clearwater, St. Petersburg, Brandon, Riverview, Lutz, Wesley Chapel, New Port Richey, and the surrounding Pasco, Hillsborough, and Pinellas County areas, with remote bookkeeping available across Florida and nationwide.

For Tampa Bay businesses seeking weekly bookkeeping, managerial accounting, and back-office support with a focus on contractors, trades, and owner-operated companies, Tide and Ledger LLC presents itself as a small, founder-led team operating on a remote-first basis with local availability.

NorthPoint Books – Central Florida

Website: https://northpointbooks.com
Phone: (407) 516-7836

NorthPoint Bookkeeping is a bookkeeping practice serving contractors and home service businesses in Central Florida. It is a remote provider and does not maintain a local Pembroke Pines office. The practice is run by a bookkeeper named Forrest, who states he started NorthPoint Bookkeeping because contractors and home service businesses in Central Florida deserve a bookkeeper who understands job costs, irregular cash flow, and the pattern of paying for materials up front and receiving payment later. The practice emphasizes clean books, clear numbers, and responsive communication.

Services

NorthPoint groups its work into three main areas described in its materials:

  • Monthly bookkeeping, including QuickBooks categorization and reconciliation, monthly financial reports, and tax-ready books maintained year round
  • Catch-up bookkeeping, described as fixing months or years of disorganized books and getting clients current ahead of tax time or a sale
  • Financial clarity, including cash flow tracking, a profit and loss statement presented in plain language, and a monthly check-in and walkthrough

The practice states that questions are answered rather than ignored and that clients work directly with the same bookkeeper. It frames its monthly bookkeeping as keeping clients current and tax-ready so they are never guessing about their numbers, and it presents the catch-up service as a no-judgment way to address backlogs before tax time or a potential business sale.

Who They Serve

According to its materials, NorthPoint specializes in trades and home service businesses across Central Florida, including contractors, pressure washers, plumbers, HVAC businesses, and landscapers, among others. The practice states that its clients know exactly what they made on each job and do not have to chase down answers. It reports 25-plus active clients and a 5.0 Google rating based on 6 reviews, and it lists testimonials from clients including a pressure washing and holiday lighting business owner.

Approach & Tools

NorthPoint describes a three-step process. First is a free call to discuss the business, the current state of the books, and what the client needs, which the practice presents as a conversation without pressure or a sales pitch. Second, the bookkeeper gains access to the client’s QuickBooks, cleans up what needs attention, and sets up a system that runs each month. Third, the client receives monthly clean books, a simple report, and a bookkeeper who responds when contacted. The practice works within QuickBooks for categorization, reconciliation, and reporting, and it describes the monthly deliverable as clean books accompanied by a simple report and a plain-language walkthrough so owners understand how their business is performing. The practice states that this monthly system is set up to run without the owner having to think about it.

The practice publishes flat monthly pricing in three tiers in its own materials. The Essentials tier is listed at $200 to $400 per month and covers transaction categorization, account reconciliations, monthly reporting, and QuickBooks management. The Advanced tier is listed at $400 to $800 per month and adds an income statement and balance sheet, accounts receivable and payable tracking, and a monthly financial review call. The Elite tier is listed at $800 to $1,600 per month and adds full-service accounts receivable and payable along with strategic financial oversight. The practice states that pricing is based on business size with flat monthly rates rather than hourly billing.

NorthPoint is based in Central Florida and does not list a Pembroke Pines office, so for Broward County and South Florida businesses it operates as a remote provider. This listing appears in the Pembroke Pines directory to record that distinction. NorthPoint offers a free 30-minute call with no obligation for Florida small businesses and can be reached through its website. The practice presents itself as a single-bookkeeper operation focused on the trades and home service sector across the Central Florida region.

Davis & Associates CPAs – Cape Coral, FL

Website: https://johndaviscpa.com
Phone: (239) 945-4939

Davis & Associates CPAs is a certified public accounting firm serving business owners in Cape Coral and the surrounding Southwest Florida area. The firm offers bookkeeping and a full range of accounting and tax services, and it maintains a Cape Coral office at 1402 Cape Coral Parkway E, Cape Coral, FL 33904, reachable at (239) 945-4939. The firm describes its bookkeeping work as precise and reliable and frames it as a way for business owners to understand the financial health of their company rather than guess at it.

Services

The firm’s offerings span individual, business, and tax services, including:

  • Bookkeeping services, covering day-to-day financial data such as reviewing bank statements, tracking inventory, and recording accounts receivable and billables, with detailed reports and documents.
  • Small business accounting, payroll, reviews and compilations, and financial planning for businesses.
  • QuickBooks and cloud accounting, new business formation, business valuation, cash flow management, part-time CFO services, internal controls, and business advisory services.
  • Tax services, including individual and business tax preparation, tax planning, estate and trust tax services, and representation for tax problems such as IRS audits, levies, liens, and payment plans.
  • International tax and consulting services, including support for non-US residents and green card holders, ITIN matters, and FATCA and FBAR.

The firm distinguishes bookkeeping from accounting in its own materials, describing bookkeeping as the daily financial details and accounting as the broader picture of a company’s financial health.

Who They Serve

Davis & Associates CPAs works with business owners across Southwest Florida and lists several industry niches, including construction, dentists, healthcare, hospitality, law firms, manufacturers, and real estate. It also notes restaurant bookkeeping among its niche markets. It also serves homeowners and condominium associations, including HOA compilations and reviews, and non-profit organizations.

The firm gives specific attention to the construction trade. Its construction bookkeeping material describes tracking accounts receivable, preparing weekly and bi-monthly payables, monthly reconciliation of all accounts, comprehensive monthly financial reports, budget analysis and management, quarterly and semi-annual financial statements, reviews and compilations, and tax return preparation. It also describes payroll processing for employees and payments to independent contractors, handling of HR issues associated with workers’ compensation, and job costing that tracks materials, labor, equipment rentals, and permits with the goal of creating accurate bids. The firm notes that it gives particular attention to sales and use taxes, including amounts paid for materials at point of sale and the tax rates in areas where materials are actually used, in order to help construction clients avoid over- or underpayment at tax time.

Approach & Tools

The firm states that it customizes its services to each client’s leadership style rather than taking what it calls a cookie-cutter approach, and that it makes itself available year-round rather than only at tax season. It notes that clients interact directly with partners and managers. The firm also states that outsourcing bookkeeping can save clients the cost of an in-house bookkeeper. It indicates a willingness to work alongside a client’s in-house team and uses QuickBooks among its tools. These characterizations reflect the firm’s own descriptions.

Service Area

The firm maintains multiple offices in Southwest Florida, including its Cape Coral office as well as locations in Naples (400 5th Ave S, Suite 301, Naples, FL 34102, (239) 775-8588) and Bonita Springs (28901 Trails Edge Blvd, Suite 205, Bonita Springs, FL 34134, (239) 444-5945). The firm also references a Love Thy Neighbor Foundation and a client portal with secure file sending. Cape Coral business owners seeking a local CPA firm offering bookkeeping, accounting, tax, HOA, and industry-specific services may find this firm relevant.

Sexton & Schnoll CPAs (Contractor CPA Firm) – Gainesville, FL

Website: https://contractorcpafirm.com
Phone: 352-336-1001

Sexton & Schnoll is a Florida CPA firm that specializes in accounting and tax services for the construction industry. The firm maintains a Gainesville office at 4432 NW 23rd Avenue, Suite 8, Gainesville, FL 32606, along with offices in Orlando and Ocala. Its work centers on contractors, subcontractors, and tradesmen across a range of construction-related trades.

Services

The firm provides construction accounting and bookkeeping services for contractors and tradesmen. According to the source, its offerings include cloud accounting solutions, fixed asset accounting, job estimating and costing, tax planning and compliance, sales tax processing, and compilations and reviews of financial statements. The firm also handles month-end closings, cash balance tracking, bank reconciliations, and general ledger maintenance.

Additional services listed include operational reviews, QuickBooks setup, and outsourced CFO services. Beyond construction accounting, the firm describes tax reduction planning and new business advisory among its core service areas, and it positions tax strategy as a way to reduce liabilities and limit expenses for construction businesses.

Who They Serve

Sexton & Schnoll focuses on businesses in the construction industry. The firm states that it works with HVAC companies, plumbers, electricians, drywall companies, masonry contractors, and home inspection businesses, and that it serves segments including carpenters, concrete and asphalt, electricians, HVAC, landscapers, masonry, roofing, and specialty trades. The source notes that the firm works with both smaller contractors and local tradesmen, and that it aims to understand the needs of businesses across these trade categories.

The firm describes performing services that it characterizes as specific to the construction industry, such as job estimating, job costing, and fixed asset accounting. It frames accurate financial data as important to construction businesses and presents its services as a way to manage tax compliance and cash flow.

Approach & Tools

The firm states that it works closely with clients to develop a plan covering their accounting needs, reduce tax liabilities, and support profitability. Its stated goal is to build longstanding professional relationships with clients in the construction industry, and the source notes that the firm aims to be available when clients call and to offer clear direction. Among its tax-related concepts, the firm references a tax coach role and ongoing tax reduction planning.

On the technology side, the firm offers cloud accounting solutions and QuickBooks setup services, and it provides a secure file-sharing tool for clients to send files to the firm. The firm also references job costing accuracy, expense control, internal controls, and cash flow management as areas it addresses for construction clients. A free initial consultation is offered to individuals and businesses, and the firm publishes a newsletter covering tips, tax due dates, and tax strategies.

The team identified on the firm’s site includes Marc Schnoll, CPA, MBA, MACC, listed as owner; Candice Woods, EA, accounting supervisor; Tessa Martinez, CPA, staff accountant; Katrina M. Arlantico, senior bookkeeper; Robyn Griffin, staff accountant; Kylee Sims, staff accountant; Margaret Macy, office manager; and Renna Cortez, executive assistant.

Construction Focus

The firm’s public materials repeatedly frame its work around the construction sector. It states that it has worked with many businesses similar to its prospective clients and that it understands the financial struggles common to construction operators. Among the practical aims it describes are identifying ways to limit expenses, reducing tax liabilities, and increasing profits, along with keeping job costing accurate, controlling expenses, tightening internal controls, and improving cash flow management. The firm also references new business advisory as a service for those starting or restructuring a construction business.

In its own voice, the firm characterizes its goal as building longstanding professional relationships and offering clear direction to construction clients. These are claims the firm makes about itself, reproduced here as the firm’s statements rather than independent assessments. The firm presents tax reduction planning and the tax coach concept as parts of an ongoing, year-round relationship.

For directory users in the Gainesville and Alachua County area, Sexton & Schnoll represents an in-city CPA option whose practice is oriented toward construction businesses, the trades, and contractors. Its materials emphasize bookkeeping, construction accounting, and tax services tailored to the construction sector. Its multi-office structure across Gainesville, Orlando, and Ocala reflects a presence extending across Central and North Central Florida.

Collins Income Tax Solutions LLC – Tallahassee, FL

Website: https://collinsincometaxsolutionsllc.com

Collins Income Tax Solutions LLC is a tax, bookkeeping, and accounting firm based in Tallahassee, Florida. The firm works with individuals and small businesses, describing its work as helping clients handle taxes, books, and payroll, including catching up on back taxes and staying compliant throughout the year. Among the firms in this directory, Collins Income Tax Solutions is the local Tallahassee option, and its site references serving businesses across the Tallahassee area.

Services

The firm lists a broad range of offerings under its solutions menu, including tax preparation and planning, bookkeeping, accounting services, audit and assurance, IRS representation, financial statements, sales tax services, payroll services, entity selection guidance, business buy and sell support, retirement planning, business consulting, and financial analysis.

Within tax work, the firm describes annual and quarterly tax preparation for individuals, businesses, trusts, and estates, along with strategic tax planning covering timing, income management, retirement drawdowns, and entity structuring. For IRS matters, the firm states that it helps clients respond to audit letters, notices, amended returns, and back taxes, handling state and federal inquiries on the client’s behalf.

Bookkeeping is presented as a core service. The firm offers bookkeeping and write-up services for Tallahassee businesses, beginning with an assessment of the client’s current system, identifying gaps, and then setting up a customized plan aligned with the client’s industry, size, and compliance requirements. The firm describes managing transaction entry, reconciliations, and adjustments on a weekly, monthly, or quarterly basis. For write-up services, it compiles financial information into reports intended for audits, lenders, or tax filings, and states that it integrates accounting software.

Who They Serve

According to the firm, it works extensively with construction trades, naming roofing, painting, framing, concrete, and remodeling, and connects this experience to cash flow, job costing, and growth decisions. Beyond construction, the site references professional services such as law and healthcare practices, where it points to invoicing and revenue recognition, and retail businesses, where it notes sales records and inventory tracking. The firm frames its bookkeeping as adaptable to the demands of Tallahassee’s economy, which it describes as including state government, higher education, healthcare, and construction.

For construction clients specifically, the firm states that bookkeeping must track project costs, subcontractor payments, and equipment expenses. It also indicates that it serves small businesses, contractors, and professional firms across the local area.

Approach and Tools

The firm describes its mission as doing great work for good people. It attributes years of experience working with small business owners, particularly in the trades, to a team member named Craig, whom the site quotes as saying he aims to make the complex simple and to help clients who are behind move forward. The firm lists local, face-to-face support with remote options, clear explanations and proactive communication, practical guidance for day-to-day decisions, and fair pricing without cookie-cutter service. It also notes that it offers CFO-style business coaching and states that Spanish is spoken.

On tools and security, the firm describes secure portals for uploads and returns and references digital systems for protecting client data. It states that its records meet both federal standards and Florida-specific tax regulations, and that regular reviews and check-ins keep clients informed while a proactive approach aims to identify issues before they grow.

The site indicates that prospective clients can reach out to learn whether the firm is a good fit and to be guided through next steps. As the only locally based firm in this Tallahassee directory, Collins Income Tax Solutions presents itself as a local partner for tax, bookkeeping, and related accounting needs.