Bookkeeping Firms in Florida

Website: https://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: https://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: https://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: https://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.

Website: https://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.