Bookkeeping Firms in Florida

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