Bookkeeping Firms in Florida

Website: https://westfronttax.com
Phone: (754) 444-9835

Westfront Tax & Accounting is a CPA firm based in Fort Lauderdale, Florida that provides tax, bookkeeping, and accounting services to growing small businesses across Fort Lauderdale and South Florida. The firm lists its address as 200 S. Andrews Ave, Suite 504 #1075, Fort Lauderdale, Florida 33301, and its site associates the practice with Jose Cardenas, CPA, EA. Westfront positions its work as outsourced accounting that goes beyond tax compliance, describing its role as serving as a business owner’s ongoing financial co-pilot.

Services

The firm organizes its offerings into four service areas: bookkeeping services, monthly accounting services, tax planning and advisory services, and payroll services. According to the site, its bookkeeping is what the firm calls tax-smart, led by a CPA and performed on a weekly basis, covering tasks from categorizing transactions to bill payments. The firm states that bookkeeping is the foundation of a client’s taxes rather than simple data entry.

Monthly accounting services are described as turning a client’s numbers into strategy through CFO-style reporting, KPI tracking, and profit optimization. Tax planning and advisory services are presented as proactive, year-round support intended to help small businesses avoid overpaying. Payroll services cover setup and ongoing management, including contractor payments, to help clients stay compliant. The firm also addresses entity structure, offering guidance on S-Corp versus LLC decisions and S-Corp setup and optimization.

Who They Serve

Westfront states that it works best with service businesses generating $500K or more in annual revenue across Fort Lauderdale, South Florida, and statewide, and it also references serving clients in Palm Beach County and the greater Miami area. The firm names three industry specializations: creative and marketing agencies, including branding studios and paid media teams; construction and trades, including general contractors and subcontractors; and dental and medical practices. For construction clients, the firm describes acting as a construction accountant focused on keeping contractors organized.

Approach & Tools

The firm describes its outsourced accounting model as providing a CPA team at a fraction of the cost of additional in-house staff. It emphasizes keeping financials accurate and what it calls audit-ready every month, providing CFO reporting, and offering access to a CPA for client questions. Westfront outlines a defined onboarding process: a 15 to 30 minute consultation call with a licensed CPA, an assessment and custom proposal, a foundation catchup phase to bring bookkeeping, accounting, or taxes up to date (described as typically taking two to six weeks depending on complexity), and then ongoing weekly service.

The firm also offers what it calls a second opinion analysis, in which it reviews a prospective client’s books, entity structure, financial goals, and circumstances to identify risks and opportunities and delivers a written summary and proposal. The firm states that this assessment carries no commitment and is intended to provide practical takeaways rather than a sales pitch.

In describing its overall philosophy, the firm states that most small business accounting revolves around taxes but that taxes are only one facet of running a growing business. It positions its monthly offering around helping owners see beyond the numbers, understand what drives profit margins, save time on bookkeeping, and obtain strategic CFO reporting to plan and scale. The firm contrasts its model with what it describes as typical accountants who carry hundreds or thousands of clients and are too busy to analyze and work proactively with each one.

Service Area and Contact

Westfront Tax & Accounting operates from its Fort Lauderdale office and lists a local phone number on its site. The firm publishes a blog with content aimed at creative agencies and maintains profiles on Facebook, Instagram, LinkedIn, and YouTube. While it markets primarily to Fort Lauderdale and South Florida businesses, its site notes that it can also work with clients elsewhere in the United States, particularly on S-Corp matters.

This listing reflects the services and positioning Westfront Tax & Accounting states on its own website for small business clients in the Fort Lauderdale market.

Website: https://upfrontcpa.com
Phone: 321-248-4860

UpFront CPA is a CPA, accounting, and bookkeeping firm based in Orlando, Florida, serving small and medium-sized businesses in the Orlando and Central Florida area. The firm describes itself as a team of experienced CPAs that manages accounting, CFO, and tax services, with a stated focus on helping business owners reduce taxes and maintain accurate financials. The firm offers services in English and Spanish, and it positions its work around three stated outcomes: proactive tax planning, pristine and up-to-date financials, and accurate, efficient handling of taxes to help clients stay in good standing with the IRS.

Services

The firm lists a range of accounting and tax services, including new business startup and LLC setup, tax reduction planning, audit services, tax preparation services, and tax restoration services. It also lists CFO services and HOA audit services. Within tax restoration, the firm enumerates offerings such as Offer in Compromise, penalty abatement, preparation of unfiled tax returns, installment agreements, audit representation, bank levy release, wage garnishment release, tax lien release, currently not collectible status, and collection statute expiration date matters.

The firm describes its core promises as proactive tax planning conducted throughout the year, ongoing maintenance of accurate books, and accurate, compliant tax filings. It states that it can act as an outsourced team handling taxes, accounting, and financial planning, and it offers a tax strategy call in which it reviews a business’s tax returns and bookkeeping to identify potential tax savings. The firm states that it works to identify and apply eligible tax credits and deductions, build customized tax reduction strategies, and maintain accurate books to avoid costly errors. It also describes year-round strategic support that includes monthly financial reviews, ongoing tax planning, and business growth strategies rather than engagement limited to tax season.

Who They Serve

UpFront CPA states that it serves small and medium-sized businesses across Florida and lists several industries it works with, including physicians, dentists, and medical practices; HOA accounting; realtors; 1099 independent contractors; roofing and siding contractors; and general contractors and construction. For general contractors and construction companies, the firm describes outsourced accounting that covers project cost tracking, cash flow management, profitability analysis, expense recording, and invoice tracking, with the stated aim of supporting informed decisions and profitability. It describes its construction-focused bookkeeping as ensuring that every expense is properly recorded, invoices are tracked, and financial reports are readily available, and it frames this work as helping construction owners stay organized and minimize tax liabilities while freeing time to focus on projects. The firm states that it tailors its accounting services to the specific needs of each industry it serves.

Locations and Coverage

The firm lists service locations including Orlando, Lake Nona, Lake Buena Vista, Kissimmee, and Belle Isle in Florida, along with Midland, Texas. Its stated address is 13574 Village Park Dr, Suite 255, Orlando, FL 32837. Listed phone numbers include 321-248-4860 and 407-607-5311, and the firm provides an email address of info@upfrontcpa.com.

Approach

The firm emphasizes a proactive, year-round approach rather than work limited to tax season, stating that it provides monthly financial reviews, ongoing tax planning, and business growth strategies. According to the firm, working on books throughout the year keeps finances positioned for reinvestment and growth, and doing taxes and accounting correctly the first time helps clients avoid fees, penalties, and mistakes. The firm describes itself as both an accountant and a financial partner and references a track record of client reviews. It also publishes blog content and videos covering accounting, tax, and small business topics, including material on Florida business law developments.

UpFront CPA presents itself as an Orlando-based CPA firm offering combined tax, accounting, bookkeeping, and CFO services to small and medium-sized businesses, with industry coverage that includes roofing, siding, and general construction contractors.

Website: https://salver.com
Phone: (305) 864-7888

Salver LLC is a full-service tax firm based in North Miami, Florida, serving clients throughout South Florida. According to its website, the firm provides tax, accounting, and business advisory services, and describes itself as a small firm offering personalized service. Its listed address is 12550 Biscayne Blvd, Ste 700, North Miami, FL 33181.

Services

Salver LLC organizes its offerings across individual, business, tax, and QuickBooks-related services. Business services listed on the site include:

• Small Business Accounting
• Bookkeeping Services
• Payroll
• Part-Time CFO Services
• Compilations
• Forensic Accounting
• Cash Flow Management
• Bank Financing
• Business Valuation
• Business Advisory and Tax Strategy
• Financial Analysis and Forecasting
• Succession Planning
• New Business Formation
• Internal Controls
• Litigation Support

For individuals, the firm lists tax preparation, tax planning, estate and trust tax services, tax-efficient retirement planning, and elder financial care. Its tax services include business tax preparation, cryptocurrency accounting, and a range of IRS tax relief matters such as audit representation, non-filed returns, back taxes owed, payroll tax problems, IRS liens, levies, wage garnishment, seizures, payment plans, offers in compromise, bankruptcy, innocent spouse relief, and obtaining a taxpayer’s IRS file.

For QuickBooks users, the firm offers setup, training, periodic tune-ups, and answers to QuickBooks questions, and it maintains a tax center on its site with resources such as a refund tracker, tax due dates, tax rates, IRS forms and publications, a record retention guide, and state tax forms.

Who They Serve

The firm names several industries on its site, including construction, dentists, healthcare, hospitality, law firms, manufacturers, and real estate. For the construction sector, Salver LLC describes work suited to construction management firms, general contractors, subcontractors, residential developers, and businesses in the construction-related trades. It notes that the construction industry faces a distinct set of challenges, including insurance and bonding requirements, labor issues, and a competitive bidding process that varies from contract to contract. The firm states that it stays current on tax law changes affecting construction and maintains relationships with third-party professionals such as real estate professionals, attorneys, and bankers to help prepare financial documents for financing from creditors, banks, suppliers, and bonding companies.

Approach & Tools

For construction clients, the firm lists services that include financial statement reviews, compilations, and audits; review and implementation of financial reporting systems; review of internal project controls; contractor dispute resolution; construction audits; tax return preparation; payroll; and business valuation and succession planning. The firm describes its offerings more broadly as ranging from mergers and acquisitions and strategic planning to financial reporting compliance.

Salver LLC describes itself as accurate, diligent, and personalized, and presents itself as a single point of contact for a wide range of financial and business needs across South Florida. Its small business accounting and bookkeeping services are offered alongside payroll, part-time CFO services, compilations, cash flow management, bank financing assistance, internal controls, financial analysis and forecasting, new business formation, and support for non-profit organizations. The firm’s site also notes that it serves clients in healthcare, hospitality, law, manufacturing, and real estate, indicating that its industry focus extends beyond construction even though the construction page is among its more detailed industry sections.

Salver LLC includes an important notice on its website stating that it provides tax, accounting, and business advisory services and does not provide investment advisory or wealth management services, though it may coordinate with independent financial professionals to support tax-efficient outcomes. The firm presents itself with the phrase small firm personality, big firm capability; such self-description reflects its own marketing rather than independent assessment.

The firm invites prospective clients to contact its North Miami office for more information about its construction accounting and other services.

Website: https://lizdanielcpa.com
Phone: 561-246-3723

Liz Daniel, CPA is a CPA firm located at 4440 PGA Boulevard in Palm Beach Gardens, Florida, that describes itself as a West Palm Beach CPA firm with a client-first philosophy. The firm states that it works closely with each client to understand the business and develop a plan to meet its needs, offering standard accounting and tax services alongside a menu of more specialized services. Because the office is in Palm Beach Gardens rather than on the Space Coast, the firm would serve Palm Bay area clients remotely rather than from a local office.

Services

The firm lists accounting services that include small business accounting, business incorporation, outsourced CFO services, and QuickBooks services. Its small business accounting work is described as including financial statements, cash flow management, and budgets. The outsourced CFO offering covers cash flow, business operations, forecasting, budgeting, and strategic planning. For incorporation, the firm states it helps clients select an appropriate business structure.

On the tax side, the firm offers tax preparation for businesses and individuals, tax planning, and IRS tax problem resolution, including assistance with audits and unfiled returns. Its QuickBooks services include installation, setup, training, and periodic review of a client’s QuickBooks file to confirm records are accurate and current.

Who They Serve

The firm states that it serves small and mid-sized businesses as well as individual clients. The industries it identifies include construction, consumer services, professional services, real estate, and equine, or equine accounting. For construction specifically, the firm describes working with home builders, painters, heating and cooling companies, plumbers, electricians, and other small contractors. It notes that construction businesses face pressure to reduce costs to stay competitive and states that it can evaluate current operations and recommend changes intended to lower expenses and improve profitability.

Approach & Tools

For contractors, the firm lists services including tax planning and preparation, accounting and bookkeeping, QuickBooks setup and support, payroll services, budgeting, cost and profit analysis and projections, financial statement preparation, business loans, incorporation, overhead rates and allocations, and outsourced CFO or controller services. It also offers job costing to track expenses. The firm states that it can handle all of a client’s accounting and tax needs or, alternatively, train the client on QuickBooks so some processes are kept in-house, after which it reviews the QuickBooks file on a regular basis. The firm uses budgeting and financial projections to help clients anticipate cash flow patterns.

About the Firm

The firm is led by Elizabeth J. (Liz) Daniel, CPA. According to the firm, she has been a licensed CPA for 13 years and grew up in Charlotte, North Carolina. The source states that she spent several years in a large regional public accounting firm before accepting a controller position with a multi-family construction and development firm in Upstate South Carolina, where she managed more than $25 million in HUD-backed construction loans and several completed apartment complexes. She also ran a sole practitioner practice in South Carolina serving a client base that included construction, manufacturing, real estate, restaurant, insurance, and equestrian concerns, as well as individual tax clients. The firm states that she made Vero Beach, Florida, her home in 2004 and worked in single-family and commercial construction and real estate development as a CFO, controller, and contract accountant before forming her own CPA practice.

Consultations

The firm states that it offers a free initial consultation to individuals and businesses, along with a secure file-sharing tool and a newsletter covering tips, tax due dates, and tax strategies. For Palm Bay area businesses, particularly those in construction or related trades, Liz Daniel, CPA represents a Palm Beach Gardens firm that can be engaged remotely for accounting and tax services.

Website: https://constructionbookkeepersite.com
Phone: 904-576-6161

Bookkeeping 4 Construction LLC is a Jacksonville, Florida bookkeeping practice that provides general and construction-focused bookkeeping. Based in Jacksonville, FL 32256, the practice serves small construction and contractor businesses in Jacksonville and Northeast Florida. It is operated by Ola Iyewarun, who is described on the website as a Certified Bookkeeper, QuickBooks ProAdvisor, and Project Management Professional (PMP). The practice presents itself as a single-bookkeeper operation that takes on a limited client roster.

Services

The practice focuses on keeping QuickBooks Online (QBO) and JobTread accounts accurate, integrated, and ready to provide financial and job-costing insights. According to the website, services range from financial inspections and cleanups to QBO setup, JobTread integration, ongoing maintenance, and precise job cost reporting. The stated aim is to help business owners gain clarity into both the overall financial health of the business and the financial picture of individual jobs.

The website organizes offerings into three areas with stated pricing. The first, QBO Setup and Basic Bookkeeping, covers setup of a new QBO subscription, income and expense transaction recording, reconciliation of bank, credit card, and balance sheet accounts, and month-end and year-end reporting. This service requires a QBO Solopreneur or Simple Start subscription, is priced based on the number of transactions, and is listed in a range of 500 to 1,000 dollars per month.

The second area, QBO Inspection and Cleanup, is a short-term service that includes a financial inspection of the books to identify problems and recommend solutions, along with cleanup of the books. Its duration is listed as 4 to 8 weeks, with pricing based on the number of months requiring cleanup and a stated range of 2,000 to 5,000 dollars.

The third area, Construction Bookkeeping, is a long-term service offered at two monthly subscription levels. It includes QBO and JobTread income and expense transaction recording, account reconciliations, financial reports, job costing, work-in-progress (WIP) reporting, and financial analysis. This service requires QBO Plus or Advanced plus a JobTread software subscription, is priced based on the number and complexity of transactions, and is listed in a range of 2,000 to 3,000 dollars per month.

Who They Serve

The practice serves small construction and contractor businesses. The website describes a focus on customized, accurate, and data-driven bookkeeping intended to strengthen financial clarity and provide job performance insight, and it notes a goal of helping such businesses stay organized, profitable, and on track. The owner states that the practice works with only a select number of clients in order to offer individualized support that keeps client books clean. Because the construction-focused service is built on QBO and JobTread, it is oriented toward contractors that use, or are willing to adopt, those tools for job costing and work-in-progress tracking.

Approach & Tools

The practice relies on QuickBooks Online and JobTread, integrating the two so that clients can access real-time financial and job-costing information. Its stated emphasis is on clean, accurate books that support clear business and job-level decisions, summarized on the site with the phrase clean books, clear focus, smart decisions. The owner describes bringing discipline, precision, and a service-driven mindset from a prior career into the bookkeeping work, combining operational and project management background with financial expertise.

The website notes that engagements can begin with a financial inspection to identify issues and recommend solutions before moving into cleanup or ongoing service, and it invites prospective clients to schedule a consultation through a contact form. Small construction and contractor businesses in Jacksonville and Northeast Florida seeking QBO setup, cleanup, job costing, WIP reporting, or ongoing construction bookkeeping may find this practice’s services relevant to those needs.