Bookkeeping Firms in Florida

Website: https://contractorincharge.com
Phone: 813-303-1060

Contractor In Charge is an operational support provider for home service contractors, with a listed location of Tampa, FL 33602. The firm describes itself as a partner for HVAC, plumbing, electrical, and other home service businesses, offering bookkeeping, accounting, and fractional CFO services alongside call center and lead management services. Its stated aim is to provide financial clarity and operational support without the business adding internal staff.

Services

Within its accounting line, Contractor In Charge offers full-service bookkeeping for home services, fractional CFO services, QuickBooks Online services, and QuickBooks Desktop to Online conversions. The firm describes an outsourced, fractional model that provides access to bookkeepers, staff accountants, controllers, and CFO-level expertise as needed.

The listed bookkeeping services include daily and monthly transaction categorization, accounts payable and vendor management, accounts receivable and progress billing support, payroll coordination and labor cost tracking, bank and credit card reconciliations, expense tracking by job, crew, and category, financial statement preparation covering profit and loss, balance sheet, and cash flow, and software setup and optimization for tools including QuickBooks and Xero.

The firm also describes job costing systems intended to track labor, materials, and overhead per project, and fractional CFO services covering financial forecasting and cash flow planning, budget creation and monitoring, profitability analysis by job, service, or division, growth and scaling guidance, hiring and expansion readiness assessments, pricing strategy, and debt and capital planning support. Controller services and staff accountant support are listed as additional levels of support.

Beyond accounting, the firm provides services described as 24/7 live agent call center coverage, inbound call handling and appointment booking, after-hours and emergency call handling, outbound scheduling and follow-up, and AI-assisted digital lead management. It also lists business systems and software optimization, including ServiceTitan implementation and optimization, FSM software and optimization, pricebook membership and inventory optimization, and accounting and FSM integration. The firm presents these operational services and its accounting services as parts of a single back-office offering, and states that clients can select as little or as much support as they want.

Who They Serve

The firm states that it works with contracting and trades businesses, listing general contractors, HVAC contractors, plumbing contractors, electrical contractors, roofing companies, remodeling and renovation contractors, landscaping and outdoor services, and specialty trade contractors. According to the firm, its model adapts to a business’s size, structure, and goals, supporting contractors from startup stage through established operations.

Approach and Tools

Contractor In Charge frames its services around the financial complexities specific to contracting, including job costing, retainage, progress billing, seasonal cash flow, labor fluctuations, equipment depreciation, and compliance. The firm states that contractors face challenges general accountants often do not understand, and that without accurate financial systems contractors can experience unclear job profitability, cash flow shortages despite strong sales, overpaying taxes or missing deductions, delayed invoicing and collections, and difficulty forecasting growth. The firm describes its engagements as flexible and fractional, with no long-term contracts, stating that clients pay for the time and expertise they need rather than hiring full-time staff. It references platforms such as ServiceTitan, Housecall Pro, and QuickBooks in the context of workflows, integrations, and oversight for service businesses, and emphasizes that software delivers value only when set up and used with the right processes.

The firm presents its work as turning financial data into usable insight, stating that it explains what financial statements mean rather than only delivering reports. Several testimonials on the site reference both the bookkeeping and accounting work and the call center and dispatch services.

Service Area

Contractor In Charge lists a Tampa, FL address and shows operating hours of Monday through Friday, 8 AM to 6 PM EST, with 24/7 emergency support noted for its call services. The firm’s service area listing includes Florida among a broad list of states.

For Tampa-area home service contractors looking for outsourced bookkeeping, fractional CFO support, and related operational services oriented toward HVAC, plumbing, electrical, and other trades, Contractor In Charge presents a combined accounting and operational support offering delivered on a fractional basis.

Website: https://apexadvisorgroup.com
Phone: (813) 678 2400

Apex Advisor Group Inc is an accounting firm based in Tampa, Florida, offering tax, accounting, insurance, and financial services. The firm lists its address as 1211 Tech Blvd, Suite 120, Tampa, FL 33619. It describes itself as a team of professionals with over forty years of combined experience in the tax, accounting, insurance, and financial services industry, working with individuals, families, and businesses on matters ranging from personal tax returns and financial planning to corporate formations and accounting services.

Services

The firm lists a broad set of services. These include tax preparation, accounting, tax resolution, tax planning, credit repair and counseling, bookkeeping, health and life insurance, payroll, retirement plans, financial reports, account management, accounts receivable, financial coaching, business consulting, business succession planning, nonprofit financial management, tax credits and incentives, and financial due diligence.

Within bookkeeping, the firm lists several industry-specific categories: retail bookkeeping, e-commerce bookkeeping, construction bookkeeping, real estate bookkeeping, and law firm bookkeeping. The firm describes its tax preparation work in terms of identifying credits and deductions that taxpayers may otherwise miss, its tax resolution work in terms of helping reduce or eliminate IRS debts legally and ethically for taxpayers who owe back taxes, and its tax planning work in terms of developing customized, year-round strategies to maximize deductions and reduce liability rather than only at the April filing deadline. The firm also describes its insurance offering as working with clients to understand their needs and provide appropriate coverage, and its credit repair and counseling service as helping clients address poor credit.

Who They Serve

Apex Advisor Group states that its tax accountants serve clients across Tampa, Brandon, Riverview, Sun City, Ruskin, Plant City, Wesley Chapel, Lithia, and the surrounding areas. The firm addresses individuals and families as well as businesses, and its bookkeeping categories indicate work with retail, e-commerce, construction, real estate, and law firm clients.

Approach and Tools

For construction bookkeeping specifically, the firm describes the work as tracking the finances of a construction business, noting challenges such as managing varied project costs, payments to subcontractors including plumbers and electricians, payroll for crews, and client payments that arrive at different project stages. It cites regulatory compliance as an added complexity, given tax rules that can vary by state or city and by project type.

The firm states that it helps construction businesses by setting up streamlined bookkeeping systems with clear categories for project costs, materials, payroll, and client payments, and by recommending tools to automate tasks. It describes recording construction expenses in detail, preparing financial reports such as profit and loss statements, balance sheets, and cash flow reports, and supporting compliance with tax laws to help clients avoid penalties or audits. The firm states that these reports are intended to help clients decide how much to bid on new projects and where to reduce costs.

In its general description, the firm references tax planning, wealth management, and retirement services, and states a philosophy of putting client needs first and increasing financial literacy and awareness among clients and the community. It also publishes blog content on topics such as retirement account tax implications and law firm bookkeeping software.

Service Area and Hours

The firm is located in Tampa, Florida, at the address listed above, and serves the surrounding communities named on its site, several of which sit within the broader Tampa metro. It lists opening hours of Monday through Friday, 9 AM to 5 PM, and states that it is closed Saturday and Sunday.

For Tampa-area individuals and businesses seeking a combination of tax preparation, accounting, bookkeeping across multiple industries including construction, and related financial and insurance services, Apex Advisor Group Inc presents a broad, multi-service local firm.

Website: https://wilkcpa.com
Phone: 904-470-4010

Wilkinson, Garrard & Clements, CPAs is a Jacksonville, Florida certified public accounting firm that provides accounting, tax, and business advisor services to corporations, small businesses, and individuals throughout the Jacksonville area. The firm works with clients across North Florida and concentrates on the construction industry while also serving other sectors. According to its website, prospective clients can reach the firm at 904-470-4010 and ask for Charles or Mark.

Services

The firm provides accounting, tax, and consulting services that it tailors to each client’s specific needs. Its construction accounting services, as listed on the website, include all tax services covering business, individual, and multi-state returns, tax consulting, surety bond services, job costing and setup, equipment costing analysis, debt restructuring, overhead rate analysis, cash flow analysis, job post mortems, and succession planning. The firm also provides construction accounting software support for MasterBuilder, QuickBooks, and Peachtree.

General service areas referenced on the site include small business accounting, incorporation, QuickBooks services, tax preparation, and tax planning. The firm offers a free initial consultation to individuals and businesses, a secure file sharing tool for sending files, and a newsletter covering tax tips, due dates, and tax strategies.

Who They Serve

The firm states that contractors, home builders, and related trades turn to it as a Jacksonville CPA firm that concentrates on the construction industry, and that contractors of all sizes and trades rely on its experience. Its construction clients range from residential to commercial work and include subcontractors and related trades.

The website lists practice areas it has worked with, including residential and commercial construction, plumbing, heating and air-conditioning contractors (HVAC), electricians, masonry and stonework, plastering, painting and drywall contractors, carpenters, cabinet makers and framers, roofing and siding, wrecking, demolition and excavation contractors, concrete work, water well drilling contractors, and other special trade contractors. The site also identifies medical practices and law firms among the industries it serves. The firm offers a free initial consultation specifically for construction firms.

Approach & Tools

The firm presents itself as understanding construction accounting and financial management, and it describes tailoring its accounting, tax, and consulting services to fit the needs of each construction business. For do-it-yourself business owners, the firm provides QuickBooks accounting services as Certified QuickBooks Pro Advisors and an authorized QuickBooks affiliate. These QuickBooks services include standard and custom QuickBooks setup and technical support, and the site references a 20 percent discount on QuickBooks products with free shipping.

The website explains that accounting software such as QuickBooks and Peachtree is suited to small business owners but requires proper setup and an understanding of its features, which is why the firm offers training, oversight, and ongoing support so owners can manage their bookkeeping and cash flow while working with the firm in an advisory capacity. The firm notes that no accounting package can be operated properly without a sufficient understanding of its features, and that completing the setup and installation correctly is important for proper business management. It states that many Jacksonville businesses have contacted it for help getting started with QuickBooks, and that it provides immediate answers for troubleshooting in addition to ongoing assistance.

The firm describes itself as understanding the financial management challenges that contractors of different sizes and trades face, and it positions its accounting, tax, and consulting work as tailored rather than standardized. Stated construction-specific capabilities such as surety bond services, job costing, equipment costing analysis, overhead rate analysis, and job post mortems reflect that industry concentration. The firm also makes clear that it serves general small businesses and individuals throughout the Jacksonville area alongside its construction practice.

Contractors, home builders, and trade businesses such as plumbing, HVAC, electrical, roofing, and concrete firms in Jacksonville and North Florida, along with small businesses and individuals seeking accounting, tax, and QuickBooks support, may find the firm’s construction-focused services relevant to those needs.

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

Whittmarsh Tax & Accounting is a South Florida tax and accounting firm with a listed address in Miami. The firm provides bookkeeping, tax, payroll, and advisory services and markets a dedicated bookkeeping offering for the Hollywood area. Hollywood appears among the communities the firm serves across Broward County and the wider Miami and South Florida region, placing it within local reach of Hollywood businesses.

Services

The firm packages its work as an outsourced accounting service that it describes as covering bookkeeping, tax, payroll, and tax reduction strategy under a single engagement rather than a year-end-only relationship. Its named services include bookkeeping services, business tax return preparation, individual tax return preparation, tax reduction planning, payroll services, and outsourced CFO support.

For bookkeeping clients, the firm describes catching up and cleaning up existing books, establishing a chart of accounts, and then maintaining ongoing financials. It states that it provides monthly or quarterly reports and dashboards to help owners understand their numbers, performs a year-end closeout, and prepares and files business and personal tax returns. Payroll setup and operation, including onboarding employees and contractors, is also part of the described service.

Who They Serve

Whittmarsh markets to small business owners across South Florida and frames its Hollywood-area offering around outsourced bookkeeping and tax reduction for local businesses. The firm publishes industry-focused content, including detailed guidance on construction bookkeeping. In that material it addresses construction companies and contractors, discussing job costing, progress billing, retainage, change orders, and construction-specific chart-of-accounts needs, and it references serving construction clients throughout Miami and South Florida.

Approach & Tools

The firm emphasizes a tax-reduction orientation, stating that it performs an in-depth analysis of a client’s prior tax returns and bookkeeping to identify opportunities to lower taxes, then builds and updates a tax reduction plan and meets before year end to support spending and investment decisions. It describes its work as cloud-based and done-for-you, intended to spare client staff from handling the books in house.

In its published construction guidance, the firm discusses accounting methods such as cash basis, accrual basis, and percentage of completion, and it addresses QuickBooks alongside construction-specific software options. The firm describes itself as having a small team of bookkeepers and CPAs. It attributes to itself claims of being a top-rated bookkeeping service near Hollywood, which are presented here as the firm’s own statements rather than verified facts.

The firm positions its offering as a single vendor handling tax, payroll, bookkeeping, and tax planning together, which it describes as producing well-rounded outcomes from one source. It frames its bookkeeping as performed regularly, with the goal of keeping financials current and accurate so that year-end taxes are simpler because the books and tax payments have been maintained throughout the year. The firm also states that it helps clients pay in taxes according to the plan it creates so they do not fall behind. These descriptions reflect the firm’s own account of its service model.

Additional Notes

The firm’s website lists locations and bookkeeping pages for numerous South Florida communities, including Hollywood, Fort Lauderdale, Aventura, Davie, Pompano Beach, Boca Raton, Cooper City, Miami, and others. It offers a consultation described as a tax and bookkeeping strategy call and maintains a blog with educational articles on bookkeeping and accounting topics.

For Hollywood-area small businesses, including contractors and trades operating in Broward County and South Florida, Whittmarsh Tax & Accounting presents itself as a local firm offering bundled outsourced bookkeeping, payroll, tax preparation, and tax reduction planning. Prospective clients can review the firm’s services and request a consultation through the website listed above.

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

Pivot CPAs is a certified public accounting and business consulting firm serving Jacksonville and Northeast Florida, with an office in Ponte Vedra Beach and a second office in Gainesville, Florida. The firm describes itself as the largest locally-owned audit and tax firm in Northeast Florida. It is an Independent Member of BDO Alliance USA and states that it uses BDO’s policies, procedures, training programs, and national resources so that its services meet BDO’s quality standards.

Services

The firm offers a broad range of accounting and advisory services. According to its website, these include assurance services, tax services, accounting services, employee benefit plan (EBP) audits, family office services, business advisory, and outsourced accounting. Pivot CPAs presents itself to clients as a business partner that provides guidance and leadership beyond tax filing and annual audits.

Within its business advisory practice, the firm lists bookkeeping and external accounting support, describing this as handling day-to-day accounting tasks and providing either temporary help or full-time ongoing external support to keep financial records accurate and current. Related advisory offerings 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.

Who They Serve

Pivot CPAs works with clients across several industries in North Florida. The website identifies construction, manufacturing and distribution, real estate, transportation and logistics, and professional services, and it also references accounting and advisory services for nonprofit organizations and healthcare and medical practices.

The firm maintains a dedicated construction accounting practice serving contractors, developers, and trades, including residential and commercial homebuilders, subcontractors, and general contractors. Described construction services include audit, review and compilation for bonding, lenders, and compliance, overhead analysis and budgeting, job cost efficiency and profitability analysis, budgeting and cash flow analysis, strategic planning and business advisory, business transition and succession planning, claims preparation and consulting, work to support bonding and credit capabilities, bonus and incentive program development, and construction tax planning and preparation. The site notes the firm’s membership in the Associated Builders and Contractors First Coast Chapter, the Construction Accounting Network, and the Northeast Florida Builders Association.

Approach & Tools

The firm frames its work around local expertise strengthened by a national network through the BDO Alliance, and it emphasizes a personalized, hands-on approach to advisory engagements. For construction clients, it references familiarity with regional issues such as lien law compliance, weather delays, and workforce retention. The website explains that advisory engagements typically begin with a review of a client’s financial data and business goals, followed by ongoing analysis and discussion, with meeting frequency varying from monthly to quarterly check-ins depending on client needs.

The firm distinguishes bookkeeping and accounting, which focus on recording and reporting financial data, from advisory services, which focus on analyzing that data to guide business decisions. The website states that advisory services are used by companies of all sizes, including small businesses looking to improve cash flow visibility, budgeting, and financial decision-making, and that such services can help identify inefficiencies, cash flow issues, and operational challenges affecting performance. For construction clients specifically, the firm describes supporting subcontractors, developers, construction CEOs, and controllers, and references work on job costing, bonding requirements, and major expansions.

The firm serves clients from offices in Ponte Vedra Beach and Gainesville, and describes its reach as extending across Jacksonville, Northeast Florida, North Central Florida, and beyond. It characterizes itself as a responsive communicator and problem solver that uses technical skill to help clients strategize and grow. Pivot CPAs provides a client portal and online bill payment, and publishes a blog covering industry predictions, regulatory updates, and tax topics. Businesses in Jacksonville and Northeast Florida, including construction and trades firms seeking accounting, bookkeeping, assurance, tax, or advisory support, may find the firm’s offerings relevant to those needs.