Tag: Bookkeeping Firms in Florida

Website: 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.

Website: 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.

Website: 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.

Website: 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.

Website: 904bookkeeping.com
Phone: 702-210-2699

904 Bookkeeping is a Jacksonville, Florida bookkeeping practice that provides QuickBooks-focused bookkeeping for small to mid-sized companies across Jacksonville and Northeast Florida. The firm is led by Jennie Morris, a Certified QuickBooks ProAdvisor, and offers services both remotely and in person. It serves clients in Jacksonville and St. Augustine as well as other parts of Florida and the United States.

Services

The firm delivers ongoing monthly bookkeeping built around QuickBooks. According to its website, services include accurate transaction recording, bank and credit card reconciliation, financial reporting, and proper categorization to keep books tax-ready. It also offers QuickBooks setup and chart of accounts work, data cleanup to organize and categorize transactions, and payroll support that covers the filing of federal, state, and local payroll taxes along with annual payroll tax forms.

Beyond doing the work directly, 904 Bookkeeping provides QuickBooks training. The training covers coding transactions, pulling and reading reports, working with bank feeds, and selecting an appropriate QuickBooks plan. The site states the program gives hands-on experience with generating invoices, receipts, and statements, tracking payables, receivables, and inventory, and producing reports. Cleanup and catch-up work is offered for books that are behind, with the firm noting that it handles cleanup first and then transitions clients into ongoing monthly bookkeeping.

Who They Serve

904 Bookkeeping describes its work as suited to ecommerce and online businesses, startups and new small businesses, service-based businesses, and contractors and home service companies. For ecommerce clients, the firm references reconciling sales and payouts from platforms such as Shopify, Amazon, Stripe, PayPal, and Square. For service and trade businesses, it cites organized expense tracking, monthly financial reports, and books prepared for tax professionals.

The firm lists a broad set of industries it has served, including automotive sales and repair, computer and software, construction and contractors, consulting, financial services, franchises, golf cart customization, insurance and brokerage, lawn care and landscaping, legal, medical and dental, pest management and control, real estate and development, restaurant and bar, retail, and salon and beauty.

Approach & Tools

The practice is built specifically around QuickBooks. The website lists software expertise in QuickBooks Online, QuickBooks Desktop Basic, Pro, Premier, and Enterprise Solutions, QuickBooks Payments, and QuickBooks Payroll products. Stated credentials include Certified QuickBooks ProAdvisor Online, Certified QuickBooks ProAdvisor Payroll, Intuit QuickBooks Certified User for desktop, Independent QuickBooks Training Professional, and Notary Public for the State of Florida. The site also notes completion of an IRS Approved Income Tax Course and more than 15 years of experience in public and private sectors.

The firm describes its bookkeeping as structured around each client’s business model, industry, and growth stage rather than templates or generic processes. It positions itself as a local option offering in-person support, familiarity with Florida tax regulations, and monthly package pricing rather than hourly billing. The site states the practice has provided QuickBooks bookkeeping to a large number of businesses and describes Jennie Morris as having been named among the Top 25 Up-N-Coming ProAdvisor Award recipients for 2023, 2024, and 2025 by Insightful Accountant, and as an A+ rated BBB accredited business.

The website notes that a bookkeeper records and categorizes transactions, reconciles accounts, manages invoices and bills, and prepares reports, while working alongside accountants and CPAs at tax time rather than filing taxes directly. It also states that cleanup duration depends on how many months or years of records need correcting, that bank and credit card accounts should be reconciled at least monthly, and that most Jacksonville businesses benefit from year-round bookkeeping rather than only at tax time. The firm describes its remote bookkeeping as secure when proper access controls and encryption are in place, and notes that many Florida businesses choose remote service for flexibility and cost efficiency.

Flexible pricing plans and new business packages are mentioned, with the firm inviting prospective clients to request a personalized quote. Businesses in Jacksonville and Northeast Florida, including contractors and home service or trade companies, seeking QuickBooks setup, cleanup, ongoing bookkeeping, payroll filing, or training may find the practice’s offerings relevant to those needs.

Website: miyaresgroup.com
Phone: 305-640-8521

Miyares Group is a boutique consulting and accounting firm headquartered in Coral Gables, Florida, that describes itself as a CPA firm serving South Florida since 2006. The firm states that its goal is to support both businesses and professionals across the region and that it provides accounting, outsourced CFO and controller services, tax compliance, assurance and attestation, advisory, and consulting services. It maintains additional Florida offices in Naples and Winter Garden, with its headquarters in Coral Gables, adjacent to the Hialeah area within Miami-Dade.

Services

The firm lists accounting, construction accounting, outsourced services, bookkeeping, tax planning and compliance, audit and assurance, and advisory and consulting among its offerings. Within its accounting work, the firm references bookkeeping, payroll, tax returns, and accounts receivable. Its outsourced CFO and controller services are described as helping businesses manage finances, reduce expenses, and increase earnings. The firm’s audit and assurance services are described as examining income reports and internal controls to support compliance with industry standards and regulations, while its tax compliance work focuses on staying current with tax rules and managing tax obligations.

Who They Serve

Miyares Group states that it has worked with clients across a range of industries, including construction, real estate, retail and wholesale, professional services, and automotive dealerships. The firm notes that it assists construction companies with project cost analysis and complex tax legislation, advises real estate clients on leasing, purchasing, and cash flow, and supports retail, wholesale, and automotive dealership clients with inventory and cash management, internal controls, and financial statement preparation.

The firm places particular emphasis on the construction sector. It describes serving general contractors, specialty subcontractors, commercial and residential construction businesses, and engineers and architects, and it positions itself as a CPA for contractors. The firm states that its construction accounting services address job costing, financial reporting, compliance and risk management, technology integration, and construction company taxes, and that it works with owners, contractors, and subcontractors in Miami and surrounding communities. It also notes that construction accounting differs from general accounting because it focuses on individual projects and daily transactions.

Approach & Tools

The firm states that it integrates accounting technology to protect client financial data and to provide real-time updates and reporting, and that its systems connect with other project elements to streamline operations. It describes customizing construction accounting services to each client’s project timeline, requirements, and budget, and it references a range of related capabilities such as audit and assurance, tax consulting and compliance, litigation support, employee benefit plan audits, consulting and due diligence, succession planning, accounting software consulting, trust and estate planning, forensic accounting, state and local tax consulting, and operational improvement.

According to the firm, Emilio J. Miyares, CPA, CCIFP, is a partner with more than twenty-five years of experience in public accounting and management who specializes in the construction industry, holds the CCIFP certification, earned degrees from FIU in accounting and NSU in taxation, and is an active member of the Construction Financial Management Association and the Latin Builders Association. The firm publishes client testimonials referencing partners Terry and Emilio, and several reviews describe construction accounting and tax planning work.

The firm states that it operates on a foundation of trust, transparency, and quality of service, and that it develops tailored financial plans aligned with each client’s short- and long-term goals. It invites prospective clients to schedule a consultation.

Headquartered in Coral Gables within Miami-Dade County, Miyares Group presents itself as a South Florida accounting and advisory firm with a notable focus on construction and the trades, positioning it among the firms that can serve businesses in the Hialeah area.

Website: eastorlandobookkeeping.com
Phone: 407-906-4778

East Orlando Bookkeeping, also operating as Bookkeeping4Contractors (EOB / B4C), is a full-service bookkeeping firm based in Orlando, Florida, serving the Orlando and Central Florida area. The firm states that it specializes in supporting the home building, subcontractor, and interior design industries, while describing its core expertise as Profit First and job costing. According to the firm, these areas are broadly applicable across most industries and provide insight into the overall financial health of client businesses. The firm states that this adaptable approach lets the EOB / B4C team apply its expertise across diverse sectors, with the stated aim of delivering value to a wider client base while retaining its specialized focus.

Background

The firm was founded by Shanna Quinn, who started EOB / B4C in May of 2015. The firm states that Shanna previously held a full-time role at a local CPA firm and later spent close to two years in a regional sales representative position with a truck and commercial equipment advertising company before growing the bookkeeping practice. By 2017, according to the firm, EOB / B4C had reached more than 200,000 dollars in annual revenue and served more than 25 clients, and Shanna made her first hire, Sara Russell.

The firm describes its present team as including two Account Managers, a Bookkeeping Assistant, and an Administrative and Marketing role, serving over 30 clients with job costing and CFO-level services across a range of businesses, with a focus on contractors, subcontractors, and interior designers. The firm also notes that its founder launched a separate venture, Bookkeeping 4 Contractors Group (B4CG), described as a platform to mentor accounting professionals and connect small business owners with experienced accounting professionals, with a stated launch in the fall of 2025.

Services

The firm offers customized bookkeeping packages that it says are tailored to each client’s needs and budget. It lists tiered packages named Silver, Gold, and Platinum, along with a CFO Package. According to the firm, the differences between packages relate to how quickly monthly bank reconciliations are turned around, how much meeting time a client wants each month, and how customized the reports need to be. Additional services listed include Profit First assessments, cash flow analysis and forecasting, historical cleanup and catch-up work, product setups, and product training. The firm states that all of its packages are customized to fit the exact needs of the client, and it presents this customization as the basis on which a given client’s reporting and meeting cadence are set.

Approach

The firm describes a three-step process for matching a client to a package. The first step involves gathering company and financial information. The second step is a call, described as lasting about 30 minutes, to learn about the business, the owner’s goals, and how the firm can help with one, two, three, and five year plans. The third step is a proposal that presents the available packages along with any one-time cleanup or catch-up work needed.

Who They Serve

The firm reports a specialized focus on contractors, subcontractors, and interior designers, while stating that its Profit First and job costing expertise applies across diverse sectors. It is based in the Orlando area and serves clients in the Orlando and Central Florida market.

Contact and Hours

The firm lists an email address of info@eobookkeeping.com and a phone number of 407-906-4778, with stated business hours of Monday through Friday, 8:00 AM to 5:00 PM.

East Orlando Bookkeeping presents itself as an established, team-based Orlando bookkeeping firm with a contractor and interior design focus and an emphasis on Profit First and job costing.

Website: ossorlando.com
Phone: 407-695-8326

OSS Orlando, operating as OSS | Office Support Services, is an accounting and financial advisory firm based in Orlando, Florida, serving the Orlando and Central Florida area as well as clients across Florida and the United States. The firm states that it provides specialized accounting, job costing, and financial reporting built for construction, restoration, and service contractors. It is led by Jason A. Pagan, who holds the CPA, ASA, ABV, and CFF credentials.

Services

The firm lists Contractor and Restoration Accounting, which includes job costing and monthly financial reporting and is described as giving contractors financials to manage jobs, cash flow, and growth. It also offers Business Valuation Advisory, presented as helping owners understand value, plan exits, and make decisions, and Fractional CFO Services, described as strategic financial guidance to improve profitability, cash flow, and growth decisions. The firm additionally lists a Quality of Earnings (QoE) report, which it describes as analyzing revenue, expenses, and adjustments to assess the sustainability and reliability of a company’s earnings.

The firm emphasizes timely, accurate monthly financials and states that consistent monthly reporting supports better pricing, better job selection, cash flow planning, profitability control, faster scaling, and merger and acquisition readiness. According to the firm, its bookkeeping, job costing, and reporting system is tailored to project-based businesses and addresses work-in-progress schedules, insurance billing, supplements, accounts receivable delays, and cash-flow volatility. The firm describes this reporting as giving owners clear numbers they can trust, which it presents as a foundation for profitable jobs, predictable cash flow, and long-term growth. It states that contractors and restoration companies have historically been underserved by generic bookkeepers and that its model is built specifically around the financial realities those businesses face.

Who They Serve

The firm focuses on contractors, construction firms, and disaster restoration companies. Its materials describe field-service businesses that need accurate numbers to grow, and the firm states that it serves as the financial backbone for contractors across Florida and the United States. Published client comments come from individuals associated with a building management company, a moving and storage company, and a restoration brokerage, who reference contractor bookkeeping, job costing, and financial reporting.

Leadership

Jason A. Pagan is described as the owner and managing director of OSS and as a business valuation and financial advisory professional with over 20 years of experience in accounting, finance, and advisory services. The firm states that he specializes in business valuation, mergers and acquisitions, and financial advisory work for privately held and mid-market companies, with a focus on contractors, construction firms, and disaster restoration businesses. According to the firm, he has delivered more than 1,500 SBA-compliant opinions of value and has advised on transactions representing hundreds of millions of dollars in deal volume.

His listed credentials include Certified Public Accountant (CPA, Florida), Accredited in Business Valuation (ABV), Certified in Financial Forensics (CFF), and Accredited Senior Appraiser (ASA), along with financial modeling certifications from the Corporate Finance Institute. The firm states that he is a member of the AICPA and the American Society of Appraisers, and that he previously worked at Ernst and Young and Marcum LLP and led a Quality of Earnings practice for a boutique advisory firm. The firm notes that he acquired OSS after concluding that contractors and restoration companies were underserved by traditional accounting firms.

Approach and Guarantee

The firm offers a free exploration call and states a 90-day money-back guarantee, under which a client who is not fully satisfied with the bookkeeping and financial reports may receive a full refund. The firm frames its central commitment around accurate, contractor-specific financials delivered consistently each month, positioning reliable monthly reporting as a way for owners to always know where their business stands.

OSS Orlando presents itself as a contractor and restoration focused accounting firm pairing monthly bookkeeping and job costing with valuation and fractional CFO advisory services.

Website: fintruction.com
Phone: (778) 561-4401

FinTruction is a construction accounting and bookkeeping firm that markets construction-focused financial services to Fort Lauderdale and Broward County contractors. The firm’s contact address is listed as 215 N Moore Rd Apt 3024, Coppell, TX 75019, and its site states that its services are fully remote, allowing it to support contractors anywhere in South Florida and across the United States. Because FinTruction is based in Texas and operates remotely, it does not maintain a local Fort Lauderdale office; its Fort Lauderdale presence is through a service-area page targeting Broward County construction work. The firm states it is trusted by 25 or more construction businesses.

Services

FinTruction describes itself as specializing exclusively in construction accounting. Its core offerings include contractor bookkeeping, controller services, CFO services, tax planning and filing, and systems and integration work. Bookkeeping services cover bank and credit card reconciliations, accounts payable management across subcontractor networks, retainage receivable and payable tracking by contract, monthly financial statements with project-level detail, and cash flow reporting and forecasting.

The firm emphasizes construction-specific functions such as job costing structures, work in progress (WIP) reporting, AIA progress billing support, and retainage management. Its job costing is described as building multi-phase cost code structures, budget versus actual reporting by project phase, HVHZ and marine-grade material cost tracking, change order cost tracking with margin analysis, and labor cost allocation across crews. Its WIP reporting is described as supporting banks, sureties, and CPAs, including underbilling and overbilling identification, earned revenue calculations by percentage of completion, and bonding company reporting packages. Its retainage management covers receivable and payable tracking by project and contract, aging reports, and release scheduling aligned with contract milestones. Controller and CFO services are presented as executive-level oversight covering monthly financial reviews, cash flow forecasting, bonding capacity growth, lender relationship management, profitability analysis by project type and client, and equipment acquisition and fleet financing guidance.

Who They Serve

FinTruction states that it supports contractors and specialty trades across Broward County, listing general contractors, marine construction, luxury residential, HVAC, electrical, plumbing, commercial builders, roofing companies, concrete and foundation, waterproofing and coating, seawall and dock builders, hurricane restoration, painting, flooring and tile, and landscaping and hardscaping. The firm frames Fort Lauderdale’s market around its marine and yacht industry, luxury waterfront condo development, Brightline rail corridor development, and coastal infrastructure work, and it references serving surrounding Broward areas including Hollywood, Pompano Beach, Deerfield Beach, Coral Springs, Plantation, and Weston.

Approach & Tools

The firm’s tax planning addresses federal contractor tax compliance, entity structure, Broward County sales tax and surtax tracking, multi-state planning, 1099 reporting, and quarterly estimated payments. Its site discusses Broward County High-Velocity Hurricane Zone (HVHZ) cost tracking, Florida DBPR contractor licensing documentation, workers compensation burden tracking, and the Florida Prompt Payment Act as factors it helps contractors manage.

FinTruction centers its work on QuickBooks, offering QuickBooks Online and Desktop setup with job costing, progress invoicing, and retainage tracking. It states that it integrates accounting with construction management platforms including Procore, ServiceTitan, Knowify, Buildertrend, Jobber, Foundation, and Sage, and also references Bill.com, ADP, Gusto, and Ramp. The firm describes onboarding as typically completed within two to four weeks and states it responds to inquiries within 24 hours.

Service Area and Contact

FinTruction publishes service-area pages for multiple Florida cities, including Miami, Tampa, Orlando, Jacksonville, Fort Lauderdale, St. Petersburg, Tallahassee, Fort Myers, Hialeah, and Cape Coral, and it states that it serves contractors across all of Florida and supports clients statewide. The site lists a phone number and email, offers a free consultation, and references real-time financial reporting tools such as job profitability by project and phase, automated WIP schedule updates, and budget versus actual dashboards. The firm also publishes a newsletter described as offering tips from construction CPAs. This listing reflects the construction accounting services and remote, statewide positioning stated on the firm’s own website.

Website: drod.cpa

Rodriguez CPA PLLC is a construction-focused accounting firm that markets construction CPA and accounting services to Fort Lauderdale and Broward County contractors. The firm’s listed address is 1000 Novus Lane, Chapel Hill, NC 27514, and its site describes the practice as being based on the Eastern Seaboard. Because the firm is located in North Carolina and reaches Fort Lauderdale through a service-area page, it does not maintain a local Fort Lauderdale office; its presence in the market is remote. The firm states it has 15 years of experience and references five-star reviews, and it offers services in both English and Spanish.

Services

Rodriguez CPA describes its practice as built entirely around construction accounting for builders, contractors, and tradespeople. According to the firm, its services help clients track job costs to identify profitable projects, manage cash flow around draw schedules and delayed payments, understand true project profitability before bidding, maximize deductions for labor, materials, equipment, and subcontractors, and avoid tax-time surprises through proactive planning. The firm presents itself as a forward-looking financial partner rather than a bookkeeper alone.

The firm organizes its work into three packages. The Essentials Package, described for companies typically at $100K or more in revenue, includes construction-specific bookkeeping, job costing setup and tracking, a custom chart of accounts, monthly reporting, annual tax preparation with industry-specific deductions, and email support. The Growth Package, aimed at contractors around $400K or more, adds monthly KPI tracking and job profitability insights, cash flow forecasting tied to project schedules, quarterly tax planning, and phone and virtual support. The Executive Package, for companies at $1M or more, adds advanced tax strategy and entity planning, cash reserve and wealth modeling, quarterly projections and advisory sessions, payroll, hiring, and scaling strategies, and succession and exit planning.

Who They Serve

The firm states that it serves the trades and nothing else, supporting electricians, general contractors, plumbers, HVAC professionals, painters, remodelers, and other tradespeople. It indicates it works with both smaller contractors and specialty trades, such as electrical, plumbing, and HVAC, as well as larger general contractors and developers, and it states that a construction CPA provides scalable solutions aligned with a business’s size and complexity. The site frames Fort Lauderdale’s market around high-rise condos along Las Olas, residential renovations, and commercial builds across Broward County, and it notes Florida-specific challenges such as hurricane-season disruptions, insurance compliance, fluctuating material costs, and licensing rules. The firm argues that generic accounting does not work for project-based income and that contractors need a financial partner rather than only a bookkeeper.

Approach & Tools

Beyond its packages, Rodriguez CPA offers standalone strategy sessions for clients who want guidance without a long-term contract. The site lists a 50-Minute Power Session at $600, described as suited to questions about S-Corp timing, payroll setup, tax deadlines, or QuickBooks troubleshooting, and Two 4-Hour Deep Dive Sessions at $2,500, described as suited to companies restructuring or building a long-term profitability roadmap. The firm states that it can prepare clean financial statements, WIP schedules, and cash-flow reports required by bonding companies or lenders, and it positions its job-costing systems and budget-to-actual reports as tools for cost control.

Service Area and Contact

Rodriguez CPA PLLC publishes service-area pages for several markets, including locations in North Carolina (Charlotte, Durham, Raleigh), Florida (Fort Lauderdale, Jacksonville, Miami, Naples, Orlando, Tampa), Massachusetts (Boston), and Rhode Island (Providence). The site lists a phone number, offers a free consultation, and provides a client portal. The firm states that it recommends contractors meet with their construction CPA at least quarterly, and ideally monthly, to track job profitability, cash flow, and tax positions rather than waiting until year-end, and it notes that a construction CPA and an internal bookkeeper can play complementary roles. This listing reflects the construction accounting services, packages, and remote positioning stated on the firm’s own website for contractors in the Fort Lauderdale market.

Website: assarionbookkeeping.com

Assarion Bookkeeping is a full-service bookkeeping company based in Tampa, Florida, serving business owners in the Tampa Bay area and surrounding community. The firm states that it specializes in helping business owners maximize profitability and that it provides personalized solutions tailored to each client. It describes serving businesses of all sizes, from small family-owned businesses to larger corporations, with a particular focus on construction companies and contractors.

Services

The firm lists a range of general bookkeeping and accounting services. These include invoicing and billing, financial reports, payroll, bank and credit card reconciliation, and QuickBooks setup. It also lists construction accounting and a money management and coaching offering.

According to the firm, its broader bookkeeping services include accounts receivable and payable management, financial statement preparation, payroll processing, and QuickBooks online construction work. The firm also references budgeting and forecasting, cash flow management, tax obligations, tax planning, compliance, audit assistance, financial health and performance analysis, financial reports, sales tax service, and PEO services. The firm states that its services are provided by certified public accountants in the Tampa Bay area.

Who They Serve

Assarion Bookkeeping emphasizes work with local contractors and construction businesses in Tampa. The firm states that it specializes in bookkeeping for contractors and that its bookkeepers understand the needs of contracting businesses, helping clients stay organized and compliant with applicable regulations. It describes extensive experience with construction companies and contractors, covering tasks such as invoicing, payroll, accounts receivable, and taxes.

The firm also states that its accounting and bookkeeping services for small businesses are designed to simplify financial management, and it offers personalized bookkeeping intended to cater to each client’s specific needs. It describes handling matters such as accounts receivable, accounts payable, time tracking, cost estimating, and job scheduling for construction clients. For its construction work, the firm references tracking revenue per project, monitoring margins to support profitability on each project, maintaining balance sheets and budget reporting, and streamlining accounts receivable and accounts payable processes. It also notes that these tasks are intended to free owners to focus on crews in the field, on meeting new customers, and on the quality and growth of their business.

Approach and Tools

The firm describes QuickBooks as central to its construction bookkeeping work, stating that it specializes in QuickBooks construction bookkeeping tailored for contractors. It also references the use of Buildertrend to assist with project costing. It references real-time financial reporting and accurate, timely delivery of bookkeeping information so that clients can make informed decisions. The firm lists services for direct deposit, job costing, bookkeeping software, and bookkeeping training, and describes acting as an assistant bookkeeper working closely with clients on bank statements, balance sheets, and cash flow. It states that cost controls help project managers keep budgets on track and that cost management helps identify what is and is not working.

In its own description of its values, the firm cites genuine care for client success, personalized reporting that converts standard accounting reports into more meaningful data, support at tax time including handling messy or incomplete books, and personalized customer service. It also references advisory services intended to help clients monitor expenses and follow a profit plan. The firm states that it stays current with bookkeeping policies and regulations to keep client records compliant.

Service Area

Assarion Bookkeeping is based in Tampa, Florida, and describes itself as a local bookkeeper serving the Tampa Bay area and surrounding community. The firm references its name in connection with the Assarion coin from the Roman era as an illustration of handcrafted, individualized work, framing its positioning around personalized service rather than a standardized process.

For Tampa businesses, and particularly local contractors and small construction companies seeking bookkeeping, payroll, reporting, and QuickBooks support, Assarion Bookkeeping presents itself as a personalized, full-service local provider with a stated emphasis on the construction and contracting trades.

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.

Website: sdocpa.com
Phone: 972-296-0981

SDO CPA LLC is a virtual CPA firm that markets tax preparation, bookkeeping, payroll, and fractional CFO services to Port St. Lucie business owners. The firm is a Texas-licensed practice headquartered at 214 S Main St, Suite 101C, Duncanville, TX 75116, with a listed phone number of 972-296-0981. According to the firm’s own disclosure, it does not maintain a physical office in Florida, does not hold a CPA license in Florida, and serves Florida clients remotely under CPA practice mobility provisions, with services requiring CPA licensure performed by Texas-licensed CPAs. The firm states it does not provide attest services such as audits, reviews, or compilations. The managing partner is identified as Serena Do, CPA, who is described as having 18-plus years of experience and AICPA membership, based in Duncanville, TX and serving Port St. Lucie virtually.

Services

The firm lists business tax preparation for LLCs, S-Corps, partnerships, and sole proprietors, covering federal and Florida business returns. Its bookkeeping and accounting service is described as monthly bookkeeping, bank reconciliation, and financial statements using QuickBooks or Xero, and the firm also offers catch-up bookkeeping and outsourced accounting. Additional listed services include full-service payroll processing, tax deposits, and quarterly filings through Gusto integration; tax planning and strategy; fractional CFO services covering cash flow forecasting, budgeting, and financial strategy; and S-Corp tax services such as reasonable compensation analysis, QBI optimization, and S-Corp election guidance. The firm also lists international tax services, including various foreign disclosure forms.

Who They Serve

SDO CPA describes itself as an S-Corporation and partnership tax specialist whose clients are pass-through entity owners. The firm lists industry specialties including healthcare and physicians, construction, startups, small business, real estate, restaurants and food trucks, and franchise owners. In its Port St. Lucie materials, the firm references the city’s healthcare, construction, and retail economy, including the Tradition development and area hospitals, and states it helps contractors with multi-project cost accounting and percentage-of-completion revenue tracking. The firm states it serves clients across 48-plus states.

Approach & Tools

The firm describes a cloud-based, virtual model using QuickBooks Online, Xero, Gusto for payroll, and Ramp for expense management, with an encrypted client portal, secure data storage, and a Written Information Security Plan. Its stated onboarding process includes a call to discuss the business, a custom proposal with upfront estimates, connection to the client’s QuickBooks or Xero and organization of the books within 30 days, and an ongoing partnership with monthly reports and year-round CPA access. On pricing, the firm states bookkeeping starts at $300 to $500 per month for a single entity, with full-service packages ranging from $1,000 to $2,000 per month, and emphasizes upfront estimates with discussion before any scope change. The firm states it responds to inquiries typically within a few business days.

In its published FAQ, the firm states that CPAs can prepare tax returns and provide accounting services for clients in any state, and that it serves Port St. Lucie businesses through secure cloud-based tools with the same quality it describes for a local firm. It explains the difference between a bookkeeper, who records transactions and maintains records, and a CPA, who is state-licensed and can prepare and sign tax returns, provide tax planning, and represent clients before the IRS. The firm states that its fractional CFO services are aimed at businesses generating $500K or more in revenue that need financial leadership without a full-time hire, and that S-Corp election generally becomes worth evaluating for businesses earning over $60,000 in net profit. It provides calculators on its site, including an S-Corp tax calculator, a QBI calculator, and a self-employment tax calculator.

SDO CPA LLC is a remote, Texas-based firm marketing virtual accounting and tax services to Port St. Lucie and Treasure Coast businesses rather than operating a local office in the area.

Website: betterbalancedbookkeeping.com
Phone: 904-838-5882

Better Balanced Bookkeeping & Tax Services LLC is a bookkeeping and tax firm based in Lake City, Florida, at 295 NW Commons Loop, Suite 115-241, Lake City, FL 32055. The firm offers QuickBooks bookkeeping, payroll, and tax return preparation to small and mid-sized businesses in Northeast Florida, and it names Gainesville among the North Florida cities it serves. As a Lake City firm serving Gainesville on a regional basis, it does not list an in-city Gainesville office.

Services

The firm’s stated services include tax preparation and planning, bookkeeping, payroll, consulting for QuickBooks, training for QuickBooks, cloud accounting, and sales and use tax. It works with QuickBooks products including QuickBooks Online and QuickBooks Desktop. The source describes the firm’s payroll work as keeping up with changing payroll laws and compliance on behalf of clients, and it frames the firm’s tax services as managing tax deadlines and compliance so business owners can focus on operations.

For QuickBooks, the firm states that it can help clients select, install, and customize a QuickBooks accounting system, as well as provide training and troubleshooting. It presents QuickBooks consulting and training as a way for clients to save time and money.

Who They Serve

The firm provides services to individuals and to owners of small and mid-sized businesses. Among the industries it lists are construction, medical and health care, real estate, and retail. For construction specifically, the firm notes that company owners face accounting issues tied to tighter margins and the importance of staying current with financial and project records.

The source provides a detailed list of construction-related businesses the firm works with, including general contractors, subcontractors, commercial and residential builders, remodelers, developers, plumbers, electricians, painters, roofers, framers, foundation companies, fabricators, landscapers, HVAC, carpenters, fence companies, pool builders, concrete companies, flooring companies, elevator installers, glass, window and door companies, sheetrock installers, countertop installers, insulation companies, solar panel companies, highway development and repair companies, and oil and gas pipeline builders.

Approach & Tools

For construction clients, the firm describes assistance with the selection, installation, customization, and training of construction accounting software; monthly, quarterly, or annual bookkeeping services; job cost setup, training, and support to track estimate versus actual spending; cash flow tracking and forecasting; assistance creating loan packages for construction project financing; cost segregation; and tax return preparation. The firm frames job cost support as a way for contractors to get smarter about their bids.

The source identifies Lori West as founder and owner of the firm and describes her as having a background in accounting and construction and as providing bookkeeping and tax services to individuals and small and mid-sized business owners in Lake City, Jacksonville, Gainesville, and other North Florida cities. The firm offers a complimentary consultation to discuss a client’s accounting needs.

Service Area and Specialties

The firm’s contact materials list a service area that spans Jacksonville, Lake City, Gainesville, St. Augustine, and Jacksonville Beach, Florida, indicating coverage across Northeast and North Florida from its Lake City base. The firm describes its general client base as small and mid-sized businesses, with industry pages dedicated to construction, medical and health care, real estate, and retail. Its emphasis on QuickBooks is reflected throughout its services, including dedicated consulting and training offerings, support for both QuickBooks Online and QuickBooks Desktop, and cloud accounting.

The firm states that it stays current with changing payroll laws and compliance and that it handles tax deadlines so owners can focus on their operations. For construction clients, it pairs general bookkeeping with construction-specific tools such as job cost setup and tracking, cash flow forecasting, loan package assistance for project financing, and cost segregation. These statements are presented as the firm’s own description of its services.

For directory users in Gainesville and the surrounding North Central Florida and Alachua County area, Better Balanced Bookkeeping & Tax Services LLC is a Lake City firm that serves Gainesville regionally and emphasizes QuickBooks-based bookkeeping, payroll, and tax services, with a notable focus on construction businesses and the trades across North Florida. Prospective Gainesville clients would work with the firm from its Lake City location.