Tag: Bookkeeping Firms in Florida

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.

Website: prophetaccounting.com

Prophet Accounting is an outsourced accounting firm based in the Treasure Coast and Port St. Lucie, Florida area that describes itself as built specifically for home service contractors. The firm states that it is CPA-led and contractor-specialized, and that it works with clients remotely across the United States while serving local Florida markets in person when needed. According to the firm, founder Jesse Garcia is a licensed CPA, and clients work directly with him rather than with a rotating pool of bookkeepers or an account manager.

Services

The firm presents itself as a complete financial back-office for service businesses. Its stated bookkeeping services include transaction categorization to the correct accounts, monthly bank and credit card reconciliation, separation of personal and business expenses, and a timely month-end close. The firm also describes accounts receivable, accounts payable, and payroll coordination work, including invoice creation and payment tracking, vendor bill entry and payment management, payroll coordination with a client’s provider, and tracking crew labor at the job level.

For reporting, Prophet Accounting lists a monthly profit and loss statement, balance sheet, and cash flow statement, along with job profitability reporting in QuickBooks and plain-English commentary on trends. The firm states that it prepares a year-end, tax-ready package and delivers it directly to a client’s CPA. It also offers catch-up bookkeeping for businesses that are months or years behind, priced separately based on the amount of cleanup required.

Who They Serve

Prophet Accounting markets to two industry groups: home service contractors and marketing agencies and coaches. On the contractor side, the firm states it was built for HVAC, plumbing, electrical, roofing, landscaping, and pest control businesses, and it discusses the differing financial patterns of those trades, such as seasonal HVAC cash flow, the way plumbers mix emergency service calls with scheduled installs, landscapers carrying crew labor as a large line item, roofers dealing with material price swings and insurance-driven claim work, and the distinction between recurring service revenue and one-off install work. The firm notes that most of its contractor clients pay between $500 and $2,500 per month depending on transaction volume, number of jobs, and whether job cost tracking is needed, and it references a typical revenue range of roughly $500K to $5M for the contractors it serves. For the agency segment, the firm states it works with marketing, creative, digital, branding, PR, and social agencies, as well as coaches who want project profitability and clean books.

The firm describes job costing as tracking revenue and expenses at the individual job level so an owner can see which jobs are profitable, and states that it sets this up in QuickBooks and maintains it monthly. It also addresses common scenarios in its published FAQ, including contractors who already use QuickBooks but need cleanup, books that are significantly behind, and coordination with a client’s existing CPA or tax professional.

Approach & Tools

According to the firm, work is performed remotely through QuickBooks Online, email, and phone or video calls. The described onboarding process includes a free 30-minute discovery call, a custom scope and flat monthly fee with no long-term contracts, connection to the client’s QuickBooks file, cleanup, restructuring of the chart of accounts for contractor-specific reporting, and setup of job costing where needed. The firm states most contractors are onboarded within two to three weeks, after which it runs a monthly rhythm of categorization, reconciliations, AR, AP, close, and reporting, followed by a year-end handoff to the client’s CPA in the first quarter. The firm also offers a free review of a prospective client’s books.

The firm lists the following local markets it serves in Florida: Port St. Lucie, Stuart, Vero Beach, Palm Beach Gardens, Palm City, Jupiter, and Fort Pierce. In its Palm City materials, Prophet Accounting states it is based in Port St. Lucie, about 15 miles from Palm City, and serves contractors throughout Palm City, Stuart, Martin County, and the wider Treasure Coast.

Prophet Accounting positions itself as a contractor-focused bookkeeping and financial reporting provider for businesses in the Port St. Lucie and Treasure Coast region as well as nationwide.

Website: accountinglink-florida.com
Phone: 954-443-7577

Accounting Link USA is a full-service accounting firm serving South Florida, with a contact address in Miami. The firm describes itself as dedicated to creating accounting solutions and tax strategies for small businesses. As a Miami-based practice in the South Florida region, it is positioned to work with businesses in nearby Hollywood and the surrounding Broward County area.

Services

The firm groups its work into accounting services and tax services. On the accounting side, its listed offerings include small business accounting, outsourced accounting and bookkeeping, business and financial consulting, business incorporation services, and QuickBooks consulting and support. The firm presents outsourced bookkeeping as a way for business owners to reduce the hours and money spent on accounting tasks so they can focus on income-producing activities.

Tax services include tax preparation, tax planning, and assistance with IRS tax problems. The firm states that its aim is to help clients keep as much of what they earn as possible and to manage tax exposure throughout the year while staying compliant with federal and state regulations. A free consultation is offered to prospective clients.

Who They Serve

Accounting Link USA states that accounting requirements differ from business to business and that it tailors its help by industry. The industries it specifically names are retail businesses, medical practices, law firms, construction businesses, nonprofits, and restaurants. For nonprofits, the firm notes it can assist organizations such as religious groups, clubs, business leagues, and schools, and for medical clients it mentions a range from general physicians to ophthalmologists and veterinarians.

Approach & Tools

The firm places particular emphasis on construction accounting. It states that construction businesses operate within thin margins, tight deadlines, and seasonality, and that it supplies the accounting and bookkeeping services intended to keep projects moving forward. Its listed construction offerings include full-service accounting, fixed asset accounting, outsourced bookkeeping, tax planning and compliance, job estimating and costing, month-end closings, cash balance tracking, bank reconciliations, general ledger maintenance, operational reviews, and sales tax processing. The firm says it works with construction businesses, contractors, and tradesmen, and that it helps clients track expenses and maintain cash flow so jobs are completed within timeframe and budget.

QuickBooks is the firm’s named software platform, and it offers QuickBooks support and guidance on selecting the version best suited to a client’s needs. The firm also describes incorporation as an area where engaging a CPA can be valuable for newly forming businesses.

For construction clients specifically, the firm frames its role as a trusted advisor that builds a plan to limit tax liabilities and maximize profits, taking steps to control tax exposure throughout the year so that available deductions are captured at tax time while compliance with federal and state regulations is maintained. It states that its experience in construction accounting helps it understand the numbers a contractor needs to know to run smoothly. These statements reflect the firm’s own description of its construction practice.

Additional Notes

The firm presents itself as a partner in its clients’ success and emphasizes ongoing, year-round support rather than seasonal-only engagement. Its website lists a Miami contact address and invites prospective clients to schedule a consultation, sign up for an email newsletter, and use an online file-sending tool.

For Hollywood-area small businesses, including contractors and trades operating in Broward County and the broader South Florida market, Accounting Link USA presents itself as a local Miami firm offering outsourced bookkeeping, small business accounting, and tax services across several named industries. Prospective clients can review the firm’s services and request a consultation through the website listed above.

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

NorthPoint Bookkeeping is a bookkeeping practice serving contractors and home service businesses in the Orlando and Central Florida area. The firm is run by a bookkeeper named Forrest, who states that he started the practice to serve trades and home service operators who deal with job costs, irregular cash flow, and the timing gap between paying for materials up front and getting paid later. The firm describes its focus as keeping QuickBooks records clean, job numbers accurate, and cash flow clear.

Services

NorthPoint groups its work into recurring bookkeeping and cleanup categories. Monthly Bookkeeping covers QuickBooks categorization and reconciliation, monthly financial reports, and keeping books tax-ready year round. Catch-Up Bookkeeping addresses months or years of behind or messy records to bring a business current and ready for tax time or a sale. A Financial Clarity service centers on monthly walkthroughs in plain language, cash flow tracking, and profit and loss reporting the owner can understand.

For trades-specific work, the firm lists job costing so owners can see what they made on each job after materials, labor, and subcontractors; cash flow tracking across busy and slow seasons; QuickBooks setup and cleanup built around a trades chart of accounts, subcontractor tracking, and job records; tax-ready financials prepared for handoff to a CPA at year end; and financial reporting that includes profit and loss, balance sheet, and cash flow statements. The firm states that it handles bookkeeping rather than tax preparation, with clients passing organized financials to their own CPA at tax time.

Who They Serve

The firm specializes in trades and home service businesses across Central Florida, including pressure washing and exterior cleaning, landscaping and lawn care, plumbing and HVAC, painting and roofing, pool service and pest control, and general contractors. According to the firm, work is handled remotely through QuickBooks Online, email, phone, or video call, and it serves Central Florida communities including Sanford and Tavares and the surrounding area. The firm reports more than 25 active clients.

Approach and Tools

NorthPoint describes a three-step onboarding process: an initial free call to discuss the business and its current books, a setup phase in which the bookkeeper gains access to QuickBooks and establishes a monthly system, and ongoing monthly delivery of clean books and a simple report. The firm states that clients work directly with Forrest as a single point of contact, without junior associates, an overseas team, or handoffs. Pricing is presented as flat monthly rates based on business size rather than hourly billing, organized into three tiers: Essentials at 200 to 400 dollars per month, Advanced at 400 to 800 dollars per month, and Elite at 800 to 1,600 dollars per month. The Essentials tier includes transaction categorization, account reconciliations, monthly reporting, and QuickBooks management; higher tiers add items such as income statement and balance sheet reporting, accounts receivable and payable tracking, a monthly financial review call, and strategic financial oversight.

The firm reports a 5.0 Google rating based on reviews, with published client comments from individuals who describe responsiveness and knowledge of bookkeeping, including a client who owns a pressure washing and holiday lighting business. The firm offers a free 30-minute introductory call and states there is no obligation associated with it.

The firm notes that it does not prepare taxes, limiting its role to keeping records clean and accurate so that an owner can hand organized financials to a CPA at year end rather than a collection of loose receipts.

NorthPoint Bookkeeping presents itself as a remote, owner-operated bookkeeping option for Central Florida trades and home service businesses that want job-level numbers and direct communication with their bookkeeper.

Website: mortonbookkeeping.com

Morton Bookkeeping Services is a virtual bookkeeping provider that lists the Cape Coral and Fort Myers area among its service areas. The firm specializes in bookkeeping and virtual administrative support for service-based small businesses, and it describes its work as designed to save time, improve accuracy, and provide financial clarity. The firm states it is located in Marietta, Georgia and operates virtually, serving clients nationwide, including in the Cape Coral and Fort Myers, Florida market.

Services

The firm offers a set of done-for-you bookkeeping and related services, including:

• Monthly virtual bookkeeping, in which the firm tracks and categorizes payments, deposits, purchases, subscriptions, vendors, and customers to keep financial records accurate, organized, and up to date.
• Clean up and catch up service, intended to bring a business back on track in QuickBooks and to classify months or years of unclassified transactions before tax time.
• Tax preparation and eFiling, completed based on the books the firm maintains throughout the year.
• QuickBooks Online setup for new businesses, including building out a chart of accounts.
• Custom reporting and business insights, combining sales, financial, and productivity data into reports on metrics such as cost per client acquisition and customer lifetime value.
• Bookkeeping and financial reporting with detailed monthly reports, contractor and vendor payment management, affiliate payroll support, and virtual administrative support.

For its Cape Coral and Fort Myers materials, the firm describes day-to-day QuickBooks Online support, monthly reconciliation, financial reporting, and a catch-up and clean-up service for businesses that have fallen behind. It frames its contractor and vendor payment management as streamlining vendor payments and contractor management while supporting compliance, and it offers virtual administrative support alongside bookkeeping. The firm states that its plans start at $399 per month for full-service monthly bookkeeping. In its general materials, the firm offers a comparison of bookkeeper and accountant roles, noting that bookkeepers focus on categorizing transactions in detail while accountants handle higher-level work such as tax preparation, financial analysis, and strategic planning.

Who They Serve

Morton Bookkeeping Services states that it works with service-based small businesses, including contractors, consultants, and local service providers, and references serving trades, home services, consultants, and professional firms. Its materials present one client testimonial from a customer named Joseph who operates a moving company, and the firm’s contact references include the name Kristi in a client testimonial and the contact stan@mortonbookkeeping.com. The firm describes more than 10 years of experience serving small businesses across Florida.

Approach & Tools

The firm operates on a virtual model and uses QuickBooks Online as a central tool for bookkeeping, reconciliation, reporting, and new-business setup, including building out a chart of accounts. It describes its onboarding process in three steps: a discovery call and needs assessment, matching the client with a plan after reviewing their QuickBooks and workflow, and an onboarding period of calls and emails over the first couple of weeks. The firm states that it does not use long-term contracts or complicated billing, and it characterizes its work as accurate and responsive, noting that clients value getting the numbers right and receiving prompt, substantive responses. These characterizations reflect the firm’s own descriptions.

Service Area

The firm lists Cape Coral and Fort Myers, FL among its service areas, alongside numerous other markets across the Southeast and beyond, such as Tampa, Orlando, Jacksonville, Miami, Sarasota and Bradenton, West Palm Beach, Atlanta, Nashville, and Charlotte. Cape Coral and Fort Myers small business owners, particularly those in service, trades, and home-services fields seeking outsourced virtual bookkeeping and tax preparation, may find this firm’s remote model relevant.

Website: whittmarsh.com
Phone: (305) 790-5604

Whittmarsh Tax & Accounting is a tax and accounting firm based in Miami, Florida, with offices at 19790 W Dixie Hwy Suite 401. The firm provides what it describes as an outsourced accounting service, handling bookkeeping, payroll, and taxes for business clients across Miami and South Florida. It positions bookkeeping as the foundation for ongoing tax reduction rather than as a stand-alone, year-end task.

Services

The firm lists a set of related accounting and tax services, including:

• Bookkeeping Services
• Business Tax Return Preparation
• Individual Tax Return Preparation
• Tax Reduction Planning
• Outsourced CFO
• Payroll Services

Its bookkeeping work is built on the QuickBooks Online platform, with cleanup and catch-up of existing records, a structured chart of accounts, monthly reconciliation, and monthly or quarterly reports and dashboards. The firm describes an integrated, year-round model in which bookkeeping, payroll, tax planning, and year-end tax preparation are delivered together rather than separately.

According to its materials, the firm begins engagements by cleaning up and catching up a client’s books, then conducts a tax reduction analysis of the client’s return and accounting records, develops a tax reduction plan that it states it updates regularly, keeps books current, sets up and runs payroll, and schedules meetings before year-end to discuss spending and investment decisions. It then closes out the financial year, prepares and files business and personal returns, and offers ongoing wealth-building and risk guidance. The firm describes this as a single service that includes everything rather than a typical year-end tax practice.

Who They Serve

Whittmarsh markets to small business owners in Miami and the surrounding South Florida communities. Its website lists service areas including Aventura, Boca Raton, Cooper City, Coral Gables, Cutler Bay, Davie, Delray Beach, Doral, Fort Lauderdale, Hollywood, Kendall, Miami, Miami Springs, North Miami, Palmetto Bay, Pinecrest, Pompano Beach, and Surfside. The firm also states that it serves clients across the United States.

A significant portion of the firm’s published material focuses on construction companies. It addresses general contractors and specialty trade contractors and describes services tailored to that sector, such as job costing, progress billing, retainage tracking, lien waiver processing, change order documentation, and equipment depreciation planning. The firm also references work with related niches, including real estate investment and cryptocurrency businesses. Its construction-focused pages reference industry topics such as Section 179 deductions, bonus depreciation, completed contract versus percentage of completion methods, entity structure analysis (for example, S-Corp versus LLC), multi-state tax planning for larger projects, prevailing wage and bonding compliance, and hurricane or storm damage recovery work including insurance claim documentation and FEMA reimbursement procedures.

Approach & Tools

Whittmarsh describes a cloud-based, done-for-you approach intended to keep client books current throughout the year while identifying tax reduction opportunities. For construction clients, the firm discusses accounting methods (cash basis, accrual, and percentage of completion), GAAP considerations for bonding and financing, and selection of construction-specific software such as Sage 100 Contractor, Foundation Software, and Buildertrend, alongside QuickBooks. Its outsourced CFO offering covers cash flow forecasting, financial modeling, and growth planning. Much of the firm’s blog content is presented as educational guidance on setting up bookkeeping systems for contractors, with citations to third-party accounting resources.

In its own materials, the firm uses promotional language and refers to itself as a provider of top-tier and integrated outsourced accounting; readers should treat such phrasing as the firm’s marketing rather than independent assessment. The firm encourages prospective clients to schedule a consultation to review their financial systems.

The firm’s published content concentrates heavily on construction and contractor accounting, suggesting a particular focus on the trades, while its stated service list extends to broader small business tax and accounting needs in the Miami area.

Website: drod.cpa

Rodriguez CPA PLLC is a construction-focused CPA firm headquartered at 1000 Novus Lane, Chapel Hill, North Carolina. The firm describes itself as a dedicated construction CPA practice and markets construction accounting and tax services to Miami and other Florida locations from its North Carolina base, rather than from a local office in the Hialeah area. Its website is offered in English and Spanish, and the firm states that it specializes in accounting and tax services designed for the construction industry.

Services

The firm organizes its offerings into three monthly packages and standalone strategy sessions. The Essentials Package is described for contractors around $100K or more in revenue and includes construction-specific bookkeeping, job costing setup and tracking, a customized chart of accounts, monthly reporting, annual tax preparation with construction-focused deductions, and email support with discounted strategy sessions. The Growth Package, described for companies around $400K or more, adds monthly KPI tracking and profitability reports, forecasting tied to project schedules, quarterly tax planning, and phone and virtual support. The Executive Package, described for $1M or more companies, adds full-year tax strategy and entity planning, budget modeling and reserves, quarterly projections and advisory sessions, payroll, hiring and scaling support, and succession and exit planning.

For clients who do not want to commit to a package, the firm offers strategy sessions, listing a 50-minute power session at $600 for needs such as QuickBooks setup, payroll strategy, or tax planning, and two four-hour deep dive sessions at $2,500 for restructuring books, cleaning up financials, or building a long-term growth plan.

Who They Serve

The firm states that it serves contractors, builders, and tradespeople, including electricians, plumbers, general contractors, roofers, and remodelers, and that it works with both general contractors and subcontractors. It describes building its practice around the realities of delayed payments, job-based income, subcontractor management, and material cost spikes. The firm’s listed service areas span North Carolina (Charlotte, Durham, Raleigh), Florida (Fort Lauderdale, Jacksonville, Miami, Naples, Orlando, Tampa), Massachusetts (Boston), and Rhode Island (Providence), and its construction content references the Miami and South Florida market, including pressures such as permitting delays, hurricane-season disruptions, and labor shortages.

Approach & Tools

The firm describes a proactive approach intended to help contractors track job costs, forecast cash flow around draws, delays, and retainage, maximize tax deductions for equipment, labor, and materials, set up systems that scale, and avoid year-end tax surprises. It states that its construction accounting service integrates with systems such as QuickBooks for Contractors, Sage 100 Contractor, and Procore, and it recommends meeting at least quarterly, or monthly for clients handling multiple projects. The firm emphasizes clear communication and describes itself as focused on construction as its specialty rather than a side service.

According to the firm, founder Diego Rodriguez, CPA, MSA, MST, has 15 years of experience and earned his CPA credentials while working as an auditor at a Big Four accounting firm. The firm states that Diego specializes in helping entrepreneurial trades professionals scale their businesses, understand costs, and maximize profits while saving on taxes, and that he is passionate about handling clients’ accounting needs so they can focus on their craft and growth. The firm references 15 years of experience, a 5.0 Google review rating across more than twenty reviews, and publishes client testimonials, including one attributed to a construction company client describing monthly accounting and advisory services. The firm lists a contact phone number with a 704 area code, consistent with its North Carolina headquarters, and offers a free consultation.

The firm frames its value around helping contractors understand their numbers, save money at tax time, support growth without chaos, and keep accounting simple and clear. It describes itself as offering proven systems for job costing, forecasting, and tax strategies built for contractors, along with construction CPA guidance covering compliance and growth, and it emphasizes South Florida market familiarity in its Miami-facing materials.

Prospective clients in the Hialeah area should note that Rodriguez CPA PLLC is headquartered in Chapel Hill, North Carolina, and serves the Miami market remotely. The firm markets construction-focused accounting and tax services to South Florida contractors without indicating a physical office in the Hialeah or wider Miami-Dade area.

Website: reducemytax.com
Phone: 239-744-2558

Reduce My Tax is a CPA and tax accounting practice that describes itself as a Cape Coral, FL firm focused on small businesses. Its work centers on tax reduction planning, bookkeeping, and business tax preparation, with the firm positioning these services as a way to help business owners build what it calls a more profitable and scalable business. The practice presents itself as a proactive, year-round accountant rather than a year-end-only tax preparer.

Services

The firm groups its offerings into several connected areas:

• Tax reduction planning, described as proactive, year-round strategies intended to identify deductions and credits and to minimize a client’s tax liability.
• Business tax preparation, which the firm presents as integrated with its tax reduction guidance rather than as standalone filing.
• Bookkeeping services, presented as the foundation for the firm’s accounting work and combined with tax reduction planning. The firm states it handles monthly bookkeeping, payroll, and tax payments, and that it can make tax payments on a client’s behalf.
• Payroll services, including what the firm describes as scalable and integrated payroll processing.
• Outsourced accounting, in which the firm describes acting as an outsourced accountant and CFO for client businesses, handling bookkeeping, accounting, and payroll needs on a year-round basis.

The firm describes its tax reduction planning as analyzing a client’s financial situation and developing a personalized plan intended to minimize tax liability and maximize after-tax income. It frames its business tax preparation as going beyond filing returns to identify ways to lower taxes, and it describes its outsourced accounting as proactive rather than reactive, intended to help clients stay on top of their finances throughout the year rather than only at tax season. The firm notes a virtual customer service model in which clients upload tax documents to a secure customer portal, and it references a client login and a no-obligation consultation.

Who They Serve

Reduce My Tax states that it works with small businesses, including startups, franchise owners, and larger corporations. It identifies several industries it specializes in serving: dentists and orthodontists, physicians and healthcare professionals, real estate agents and brokerages, and general contractors.

The firm places notable emphasis on the construction and contracting trades. Its contractor-focused material describes services such as job costing, work-in-progress reports, cost segregation, classification of workers, accounts payable and receivable, financial reporting and analysis, and budget preparation and management. It references serving remodelers, painters, flooring contractors, and plumbers, and it frames its construction work around helping contractors track project profitability, maintain financial statements for lenders and auditors, and manage subcontractor payroll. The firm also describes helping contractors monitor budget versus actual expenses, improve cash flow, and present accurate records to creditors. It states that it offers material-price-increase predictions and construction-specific bookkeeping, and it describes coordinating payroll processing, payroll taxation, and cash flow management for construction companies and subcontractors.

Approach & Tools

The firm describes a proactive approach to accounting, contrasting it with reactive, tax-season-only work. It states that it integrates bookkeeping with tax reduction planning and CFO-level guidance, and that it aims to provide financial reporting, dashboards, and monthly statements. For contractors, it describes budget-versus-actual monitoring, cash flow management, and financial reporting and analysis. The firm also notes an environmentally oriented, reduced-paper approach to payroll processing.

According to the firm, its services are intended to help clients avoid the errors of do-it-yourself or amateur bookkeeping and tax work and to reduce the risk of audits and penalties. These characterizations reflect the firm’s own descriptions of its work.

Service Area

In addition to its Cape Coral focus, the firm lists a Fort Myers location and states that it serves surrounding communities in the region, including Naples, Bonita Springs, Estero, Fort Myers, Port Charlotte, and Punta Gorda, as well as Lee County and Charlotte County communities. The firm’s site lists a Fort Myers, Florida address and the email info@ReduceMyTax.com.

Business owners in the Cape Coral and Fort Myers area who are seeking bookkeeping, payroll, tax preparation, and tax planning under one provider, particularly in the contracting and professional-services sectors, may find this firm’s combined offering relevant.

Website: little-financial.com

Little Financial is an accounting and fractional CFO firm based in Brandon, Florida, in the Tampa area. It serves clients remotely and focuses on trades and home service businesses, providing integrated accounting along with CFO-style guidance. Because the firm is located in the Brandon area rather than Broward County, businesses in Miramar would work with it as a remote provider rather than through a local Miramar office.

Services

According to its website, Little Financial offers accounting and bookkeeping, tax and payroll, and fractional CFO services. The firm describes a real-time accounting approach in which it automates bookkeeping, reconciles accounts continuously, and updates numbers daily so clients have a current view of cash, profit, and payroll. It also describes managing the full finance function, including accounts payable and receivable, payroll, and taxation.

For home service businesses, the firm lists monthly bookkeeping and accounting, budgeting and cash flow forecasting, and tax strategies and compliance. Its broader service breakdown includes accounting and bookkeeping (customized bookkeeping for job-based services, revenue and expense tracking, monthly financial statements and performance reports, and profitability insights by service or location); payroll, tax, and compliance (payroll for employees and 1099 contractors, sales tax compliance across states, quarterly estimated tax payments and annual filings, and expense categorization for deductions); CFO services (fractional CFO support, budgeting and forecasting, cash flow forecasting for seasonality, KPI dashboards, and business structure and compliance guidance); and automation and technology work for the finance function.

Who They Serve

The firm states that it focuses on home service businesses that want more than basic bookkeeping, and that it does not serve everyone. It lists industries including home services, construction, and real estate firms. Within home services, the site references cleaning businesses, handyman and home repair businesses, home improvement and remodeling contractors, HVAC, plumbing, and electrical services, pest control businesses, and landscaping businesses. It also mentions working with trades such as pressure washers, pool pros, and landscapers, and notes support for seasonal service businesses. For construction clients, the firm lists bookkeeping and project accounting, budgeting and cash flow forecasting, and tax strategies and compliance; for real estate firms, it lists real estate bookkeeping and accounting, cost allocation and variance work, portfolio investment strategy advice, and real estate tax planning and compliance.

Approach & Tools

Little Financial emphasizes live, real-time financial information delivered through dashboards rather than lagging reports, and pairs this with ongoing CFO-style support such as cash flow planning, KPI dashboards, and growth budgeting. The firm describes integrating accounting, payroll, invoicing, and payments into a single process to reduce errors and administrative time. On the technology side, it references setting up QuickBooks, accounts payable and receivable automations, and payroll integrations, and mentions QuickBooks or Xero setup, cleanup, and support, along with integration of tools such as Jobber and Housecall Pro and payment platforms.

The firm frames its value around giving trades and home service owners financial confidence, and it lists reasons clients work with it that include usable numbers through live dashboards rather than lagging reports, tailored strategy described as avoiding cookie-cutter advice, and an industry-specific focus. On its home services page, the firm identifies key financial challenges it addresses for these businesses, including seasonal cash flow fluctuations, late client payments, payroll and tax compliance for employees and contractors, and tracking job expenses for deductions and profitability.

The firm’s website cites a customer satisfaction NPS score above 9.5 and states that it has supported 67 home service businesses and counting. Little Financial lists its location as Brandon, Florida, and provides an email contact of Info@little-financial.com. For Miramar businesses, it represents a remote option oriented toward trades and home service operators.

Website: egomezcpa.com

E. Gomez CPA LLC is a Miami-area CPA firm offering year-round accounting, bookkeeping, tax preparation, and advisory services. The firm lists an address at 4000 Ponce de Leon Boulevard, Suite 470, Coral Gables, FL 33146, and describes itself as operating in a virtual environment. Its stated model is to provide integrated bookkeeping, tax preparation, and advisory work throughout the year rather than only during tax season.

Services

The firm groups its work into ongoing accounting and tax engagements, including:

• Monthly bookkeeping and clean, reconciled financial statements
• Tax preparation and tax planning
• Tax resolution
• Sales and use taxes
• Advisory services such as cash flow analysis and working capital review
• Financial statements for project applications and surety bonding

For construction clients specifically, the firm lists construction bookkeeping, project job costing, progress billing and pay applications, vendor tracking for 1099s, and CPA reviewed and compiled statements. The site states the firm does not provide payroll services directly but, as an ADP Accountant Partner, can offer discounts on that platform and help integrate payroll. It also states it does not provide accounts receivable or bill payment outsourcing, and does not offer audited financial statements; compilations and reviewed financials are offered only to monthly clients.

Who They Serve

The firm focuses on small businesses in and around Miami and states a particular interest in working with construction contractors, freight and trucking companies, and wholesale distributors. It describes itself as a construction CPA with local knowledge of Miami-area tax matters and references compliance topics such as the Annual Update Review (Form 1450) for 8(a) companies. The firm states that it focuses on business owners committed to continuous improvement who need more than basic bookkeeping or tax services and want professional advice for decision-making.

For construction clients, the firm frames its bookkeeping as a way to produce accurate financial statements, track project costs, maintain financial visibility, and meet industry compliance requirements, and it notes that it can prepare financial statements for project applications and surety bonding. It describes the role of a construction CPA as bringing industry-specific knowledge of challenges such as surety bonding and project cost management that a generalist firm may not have.

Approach & Tools

E. Gomez CPA LLC describes a consultation-based onboarding process: a call to define scope, followed by a custom proposal and package. The firm states that its accounting packages start at $800 per month, with fees based on the scope and complexity of services and billed monthly. According to the site, the tax return preparation fee includes tax resolution and audit protection. The firm uses QuickBooks and Keeper for accounting and reporting and a client portal called Taxdome, citing encryption, multi-factor authentication, and security audits for data protection. Clients are assigned a dedicated account manager reachable by phone and through the portal.

The firm names three team members: Edgar Gomez, CPA (founder, owner, and lead advisor, holding MST and MBA degrees and described as a former Big 4 auditor and corporate controller); Gloria De La Hoz (tax and accounting associate); and Alex Bahamonde (client service manager and CPA candidate). The published biographies reference degrees from Florida International University and the University of Puerto Rico.

The firm also publishes free resources on its site, including a CPA chatbot, weekly tax tips shared through social media, and a newsletter. It notes that if a business grows, the scope and pricing of services are reanalyzed, and that clients may cancel at any time, with fees already paid treated as non-refundable.

The firm’s website is written in a first-person, owner-led voice and includes client testimonials, several of which mention construction work. Such testimonial and self-descriptive language reflects the firm’s own marketing rather than independent assessment. Prospective clients are directed to schedule a call to discuss scope and pricing.

Website: gco-cpa.com
Phone: (305) 747-7285

Gutierrez Madariaga CPA, P.A. is a certified public accounting firm serving businesses in the public and private sectors. The firm describes itself as a local practice with offices in Miami Lakes and Coral Gables, Florida, and lists Hialeah among the areas its services reach. According to the firm, it has more than twenty years of experience offering bookkeeping and accounting, tax preparation, and audits, reviews, and compilations of financial statements.

Services

The firm offers accounting and bookkeeping services that include monthly data entry into a client’s QuickBooks file, account mapping to appropriate income and expense accounts, reconciliation of bank and credit accounts, payroll management, and year-end reporting. Its accounting and bookkeeping department also handles payroll and sales tax compliance, including the completion of forms such as 941s, 940s, RT6s, 1099s, W-3s, and W-2s, and the firm references outsourced CFO services within this department.

Beyond bookkeeping, the firm provides audits, reviews, and compilations of financial statements; agreed-upon procedures; consulting services; forensic accounting; taxation; employee benefit plan audits; QuickBooks consulting; Step Up For Students agreed-upon procedures; and The Children’s Trust program-specific audit services. The firm states that its audit practice has been subject to the AICPA’s mandatory peer review every three years and has received unqualified opinions on all occasions.

Who They Serve

The firm states that it offers accounting, audit, and tax services to domestic and international corporations, individuals, non-profit organizations, restaurants, attorneys, condo associations, mortgage lenders, schools and daycares, distribution and manufacturing companies, and 401k and 403b employee benefit plans. Listed industry specializations include construction, homeowners associations, not-for-profit organizations, schools, restaurants, medical and dental practices, mortgage brokers, the Department of Housing and Urban Development, gasoline businesses, and 401k and 403b audits. For Hialeah-area trades and contractors, the firm references construction bookkeeping and construction accounting among its focus areas, along with small business bookkeeping and accounting.

Approach & Tools

The firm uses QuickBooks as a central accounting platform and offers QuickBooks consulting that covers installation, set-up, training, custom reports, and ongoing support. It states that proper installation and a chart of accounts structured to a client’s industry are important to benefiting from the software. For audit engagements, the firm describes a process organized into planning, fieldwork, and reporting and presentation stages, and it notes that it conducts a risk assessment covering strategic, operational, compliance, fraud, financial statement, market, and credit risk. The firm says it tailors audit presentations so they are understandable to management or board members who may not be trained in accounting or finance.

The firm’s stated philosophy emphasizes quality, service, and ethics, and a commitment to timely work regardless of engagement size. It offers a free initial consultation and notes that it aims to help clients identify opportunities to improve cash flow, accurately record transactions, and streamline reporting and filing processes. Its taxation department covers tax preparation, consulting, and compliance for individuals, corporations, S corporations, partnerships, limited liability companies, trusts and estates, and not-for-profit entities, and the firm describes experience with domestic and international tax matters, including Form 990 compliance for tax-exempt organizations.

The firm also offers specialized reporting for Florida education programs. It provides Step Up For Students agreed-upon procedures reports to schools and daycares in South Florida, noting that schools receiving more than $250,000 in Step Up For Students scholarship funds are required to submit such a report from an independent accountant. The firm states that it is included in The Children’s Trust vendor pool of CPAs and prepares program-specific audit reports for organizations contracted with that program.

Operating from nearby Miami Lakes and Coral Gables, Gutierrez Madariaga CPA, P.A. presents itself as a Miami-Dade firm whose accounting, bookkeeping, tax, and audit services extend to the Hialeah area.

Website: howardcpas.com
Phone: (407) 333-8110

Howard, Howard and Hodges, also referred to as HHH CPAs, is a full-service certified public accounting firm headquartered in Lake Mary, Florida. The firm provides accounting, bookkeeping, payroll, and tax services to small and mid-sized businesses across Florida and serves clients remotely through an online client center and mobile app. It does not maintain a St. Petersburg office; businesses in the St. Petersburg area would work with the firm on a remote or regional basis rather than through a local branch.

Services

The firm lists accounting, bookkeeping, business consulting, financial technology, payroll, QuickBooks ProAdvisor services, SBA (small business accounting) packages, tax preparation and planning, and personal CPA services. It also references virtual CFO advisory services. The firm describes its Small Business Accounting Services Package as a way for owners to focus on running their business while the firm handles accounting, payroll, and tax tasks. Its outsourced accounting offering covers bookkeeping that the firm describes as the foundation of a client’s financial data, and its payroll processing includes quarterly and annual payroll filings to support compliance. The firm offers QuickBooks setup and support and states that it provides tax planning and timely tax filings.

Who They Serve

Howard, Howard and Hodges states it works with small businesses, mid-sized businesses, and larger corporations. The firm reports especially strong experience in healthcare (including medical and dental), food service (quick-service restaurants, restaurants, and catering), construction, non-profit organizations, automotive, retail, landscaping, and e-commerce. Its site lists industry pages including retail and wholesale, dental practices, electricians and plumbers, gyms, spas and salons, veterinary and pet clinics, medical practices, e-commerce and retailers, automotive, and real estate.

Trades and Contractor Focus

The firm maintains a dedicated page for electricians and plumbers, offering full-service accounting and tax solutions for these trades. It describes customized accounting for plumbers and electricians that addresses industry-specific expenses and fluctuating workloads, and QuickBooks bookkeeping for electrical contractors that tracks income, costs, and invoices from one location. The firm states it offers bookkeeping suited to a company’s size and structure, whether the client runs a team or works as an independent contractor, along with plumber payroll services covering employee taxes, wages, and benefits. It also describes tax preparation and year-round tax planning and business consulting aimed at helping these trades businesses operate profitably and plan for growth.

Approach and Credentials

The firm states it has delivered professional services to small businesses since 1961 and brings more than 60 years of operating experience. It reports being a member of PASBA (Professional Association of Small Business Accountants) since 1997 and being named PASBA’s Accounting Firm of the Year for 2015. The site lists memberships in AICPA, FICPA, PASBA, NAEA, FSEA, APA, and TPG. The firm describes a four-part client care plan consisting of an initial review, monthly proactive monitoring, year-round tax planning, and timely tax returns. It also states it charges flat fees quoted upfront rather than hourly fees and notes weekly rates as low as $104. The site indicates that Complete CPA and Lanier and Company have merged with Howard, Howard and Hodges.

Contact and Location

According to the site, the firm’s Lake Mary office is at 720 Rodel Cove, Lake Mary, FL 32746, with a telephone number of (407) 333-8110 and email at info@howardcpas.com. The firm also lists a Sarasota office at 2018 Oak Terrace, Ste. 102, Sarasota, FL 34231, and a Winter Springs office at 1073 Willa Springs Dr, Winter Springs, FL 32708. Its service-area listings include Clearwater and Brandon among other Florida locations.

Businesses in the St. Petersburg area open to working with a regional Florida CPA firm remotely, including trades such as electricians and plumbers, may find Howard, Howard and Hodges relevant for accounting, bookkeeping, payroll, and tax services.

Website: pivotcpas.com
Phone: 904-280-2053

Pivot CPAs is an accounting and advisory firm serving Northeast Florida and North Central Florida, with offices in Ponte Vedra Beach and Gainesville. The Gainesville office is located at 2555 SW 76th Street, Suite 120, Gainesville, FL 32608. The firm describes itself as Northeast Florida’s largest locally-owned tax and audit firm and works with clients across several industries, including construction.

Services

Pivot CPAs lists a range of service areas, including assurance, tax services, business advisory, outsourced accounting, employee benefit plan audits, and family office services. Within its business advisory practice, the firm states that it provides bookkeeping and external accounting support, handling day-to-day accounting tasks on either a temporary or ongoing basis to keep financial records accurate and current.

The firm’s business advisory offerings, as described in the source, also include cost-containment strategies, general ledger entry and month-end closings, accounting system design, setup and training, business budgeting and planning, cash flow forecasts and projections, cash flow analysis, payroll, property and sales tax advice, management advisory services, internal control studies, and succession planning. The firm frames advisory work as analyzing financial data to guide business decisions, distinct from the recording and reporting focus of accounting and bookkeeping.

Who They Serve

The firm states that it works with clients in industries including construction, manufacturing and distribution, real estate, transportation and logistics, and professional services, and it lists accounting and advisory services for nonprofit organizations and healthcare and medical practices. For construction, the firm says it supports contractors, developers, and trades, including residential and commercial homebuilders, subcontractors, and general contractors.

The firm’s construction-focused materials describe services structured into categories such as financial foundation and reporting, including audit, review and compilation, overhead analysis and budgeting, and job cost efficiency and profitability analysis. Additional construction services described include budgeting and cash flow analysis, strategic planning and business advisory, business transition and succession planning, claims preparation and consulting, support for bonding and credit capabilities, bonus and incentive program development, and construction tax planning and preparation.

Approach & Tools

For construction clients, the firm references experience with issues such as lien law compliance, weather delays, and workforce retention, and notes that it tracks job costing for multi-phase builds. The source states that the firm is an active member of the Associated Builders and Contractors First Coast Chapter, the Construction Accounting Network, and the Northeast Florida Builders Association. The firm also describes itself as an independent member of the BDO Alliance USA, which it presents as extending its capabilities beyond its regional footprint.

The firm characterizes its approach as partner-driven and personalized, emphasizing financial strategy, operational improvements, and tailored advisory work for businesses of varying sizes. It invites prospective clients to arrange an introductory, no-obligation appointment.

Industry Detail

Beyond construction, the firm describes tailored work for several sectors. For manufacturing and distribution, it references inventory management, financial forecasting, and process improvement. For real estate, it describes financial strategies for managing investments, properties, and tax liabilities. For transportation and logistics, it references efficiency improvements and financial risk management through accounting systems and cash flow strategies. For professional services, it describes strategic advice aimed at profitability and growth. The firm presents these as summaries of its industry-specific advisory work.

The firm’s advisory materials also include an explanatory section distinguishing advisory services from accounting and bookkeeping, noting that accounting and bookkeeping focus on recording and reporting financial data while advisory work focuses on analyzing that data to guide decisions. It states that advisory engagements typically begin with a review of financial data and business goals, followed by ongoing analysis, and that meeting frequency varies by client, with many relationships including monthly or quarterly check-ins. These descriptions are presented by the firm as general guidance rather than guarantees of specific outcomes.

For directory users in Gainesville and the surrounding North Central Florida and Alachua County area, Pivot CPAs operates a local Gainesville office while drawing on a broader Northeast Florida and regional presence. Its materials emphasize bookkeeping, outsourced accounting, assurance, tax, and construction-focused advisory services for contractors, developers, and the trades, alongside other industries it serves.

Website: pambrosecpa.com
Phone: 727-398-4467

Ambrose & Associates CPAs PA is a certified public accounting firm based in Seminole, Florida, within Pinellas County. The firm provides accounting, bookkeeping, and tax services primarily for small businesses and individuals, with an emphasis on tax planning strategies intended to save money and increase profits. According to the firm, its goal is to help clients understand their company’s larger financial picture so they can stay competitive, increase revenues, and pursue growth opportunities while leaving accounting and tax planning to the firm.

Services

The firm’s accounting services include small business accounting, business and financial consulting, QuickBooks services, incorporation services, and estate and trust planning. On the tax side, the firm lists tax planning, tax preparation, and IRS problem resolution. The firm states that it provides the data clients need to track expenses and monitor cash flow and that it designs personalized strategies to reduce taxes. It also notes that it offers tax services and estate planning for individuals in addition to its business work. The firm describes its small business accounting as providing tools to identify financial trends, monitor cash flow, and control costs.

Who They Serve

Ambrose & Associates serves small businesses and individuals and identifies several specific industries on its site. Named industry focuses include construction, healthcare, and real estate, and the firm references serving doctors and dentists among its healthcare and industry clients. The firm presents itself as devoted to helping small businesses and individuals achieve financial success through professional support at what it describes as reasonable rates.

Construction and Contractor Focus

The firm maintains a dedicated construction accounting page addressing builders, contractors, and tradesmen. It states it has experience serving the accounting needs of the construction industry and works behind the scenes to give owners a clear view of money moving in and out of their accounts so they always know where their jobs and business stand financially. For construction contractors the firm lists full-service accounting, fixed asset accounting, job estimating and costing, month-end closings, business consulting services, cash balance tracking, bank reconciliations, general ledger maintenance, operational reviews, tax planning and compliance, sales tax processing, and QuickBooks support. The firm states that its solutions help keep job costing accurate and make managing expenses easier, and that it forms tax strategies aimed at reducing tax obligations and capturing deductions, incentives, and credits available to the construction industry.

Approach and Tools

The firm describes a proactive approach to tax planning, stating that it looks for ways to control tax exposure throughout the year so that tax season brings no large surprises. It offers QuickBooks services as part of its accounting work and references QuickBooks support for construction clients. The firm frames itself as a financial partner that handles the financial side of a business so owners can focus on day-to-day operations, including finishing projects on time and on budget in the construction context. It invites prospective clients to request a free consultation.

Contact and Location

According to the site, the firm is located at 8600 113th Street North, Seminole, FL 33772, and lists telephone numbers of 727-398-4467 and 727-399-9788. The firm provides a secure file-sending option and a newsletter signup on its website, and it invites prospective clients to schedule a consultation to discuss a customized package of accounting services. As a Seminole-based CPA firm in Pinellas County, Ambrose & Associates is positioned near the St. Petersburg area and serves small businesses and individuals across the region.

Businesses and individuals in the St. Petersburg and Pinellas County area seeking CPA-level accounting, bookkeeping, tax planning and preparation, and construction-focused accounting services may find Ambrose & Associates CPAs PA relevant to their needs.

Website: disalvocpa.com
Phone: 772-770-6008

DiSalvo And Company, P.A. is a Vero Beach, Florida, CPA firm that provides accounting and tax services for businesses and individuals. The firm states that it is headquartered in Vero Beach and serves clients throughout the Space Coast and Treasure Coast, describing a client base that ranges from Titusville to West Palm Beach. Notably, the firm explicitly states that it serves Brevard County, including Palm Bay, which makes it the directory entry with the most direct stated connection to the Palm Bay area, though its office is located in Vero Beach rather than in Palm Bay itself.

Services

The firm lists accounting services that include small business accounting, business and financial consulting, business incorporation services, payroll services, and QuickBooks services. It describes its small business accounting as handling bookkeeping, helping manage cash flow, and delivering regular reports and advice. For payroll, the firm states it can take over payroll processing to save clients time. Its business consulting work centers on listening to a client’s concerns and needs and then developing a plan intended to help the business succeed, including help developing a business plan tailored to the client.

On the tax side, the firm offers tax preparation, tax planning, and tax resolution, noting that it keeps up with changes to tax laws. For individuals, the firm provides income tax preparation and personal tax planning, states that it works to capture available deductions and credits, and notes that it files returns online.

Who They Serve

The firm focuses on small and medium-sized businesses and individual clients. Through its founder’s background, the source describes experience across many business types, including banks, construction companies, physicians, lawyers, automobile dealers, wholesale and retail distributors, and Homeowners Associations, with a stated concentration in small to medium-sized family businesses. The firm states that it understands the issues small business owners face and works with each client to find personalized solutions.

Brevard County & the Space Coast

The firm states that, in addition to its Vero Beach headquarters, DiSalvo Tax & Accounting serves individuals and businesses throughout Brevard County. It specifically names Melbourne, Palm Bay, and Titusville among the areas it serves and references a dedicated website, BrevardAccounting.com, for Brevard County clients. The firm describes its Brevard work as covering small business bookkeeping and payroll through tax preparation, delivered by a collaborative team.

About the Firm

The firm is headed by Peter A. (Pete) DiSalvo, CPA. According to the source, he has been an accounting and tax professional for over 30 years, working primarily with small and medium-sized businesses and individual clients. The firm states that he graduated from Florida Atlantic University in 1981, founded his own CPA firm, which he still leads, and became a Florida Certified Public Accountant in 1984. His described experience includes bookkeeping, compilation, and review services across many business types, as well as preparation of consolidated corporate returns, returns for S corporations, LLCs, partnerships, estates, trusts, non-profits, Homeowners Associations, and qualified plans, and multi-state individual returns. The firm states that he has represented clients through the IRS examination process and assisted clients with back taxes, unfiled returns, and payment plans. The source notes that he has set up client accounting systems using QuickBooks and Peachtree software and is in the QuickBooks Affiliate program, and that he is a member of the AICPA, the Indian River County Chamber of Commerce, and the Vero Beach Christian Business Association.

Consultations

The firm states that it offers a free initial consultation for area business owners and can be reached at 772-770-6008. For Palm Bay area businesses and individuals, DiSalvo And Company, P.A. is a Vero Beach firm that explicitly identifies Palm Bay and the broader Brevard County as part of its service area.