Bookkeeping Firms in Florida

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