license info:We love what we do, and do it at the highest standards.
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Frustrated with bookkeeping and tired of unreliable in-house bookkeepers? We’ve seen business owners hire repeatedly, only to get bogged down and struggle to grow. As former hands-on bookkeepers, we streamline your books so you can focus on scaling. We work closely with your CPAs and tax advisors, or leverage our own outsourced experts to keep everything organized and compliant. Whether you want to accelerate growth or simply maintain steady revenue, we deliver clear, hassle-free bookkeeping.
Our Miami-based, family-owned firm brings 10+ years of experience in remote financial management while specializing in Merchant Cash Advance companies. We’ve helped clients break the “hire, hire, hire” cycle by delivering clarity, control, and growth. We take integrity very seriously, ensuring honesty and transparency in every engagement. If your goal is expansion, we’ll position your finances for scale; if you prefer steady revenue, we’ll keep everything organized and running smoothly. Nationwide discretion and professionalism across all industries.
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Important Note:
Monthly rates depend on complexity, transaction volume, backdated work, and timing of the last reconciliation. We carefully select clients who are committed to keeping their books on track and organized. If a client becomes unresponsive or falls behind, we reserve the right to prioritize others—since we hand-pick who we work with and don’t take on every business. We respect both our time and yours, so if you’re ready to move forward, let’s get started.
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~What Sets Us Apart~
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- We craft personalized record-keeping, cash-flow forecasting, and analytics specifically for MCA businesses—so you get insights that drive growth.
- Enjoy peace of mind with top-tier encryption, ongoing compliance checks, and proactive defenses protecting your data at every step.
- Our family-based quality team of bookkeepers bring 10+ years of experience offering strategic guidance in any sector.
- Stay organized year-round with proactive planning for accurate, optimized filings that minimize stress and maximize savings.
- Leverage custom invoicing, payroll, reconciliations, and crypto-compliance workflows to automate routine tasks and free up your time.
- Harnessing automation, AI, and programming keeps us competitive and ensures your financial systems adapt to future needs.
- We move quickly without sacrificing accuracy, serving a limited number of clients to ensure a private, high-quality experience.
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~Services Offered~
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QuickBooks setup, cleanup, and training
Set up your company file, clean up existing data, and train you or your team on best practices.
Bank and credit-card reconciliations
Match transactions to statements, identify discrepancies, and ensure your accounts balance.
Journal entries and adjustments
Record and correct entries for accruals, depreciation, and other necessary adjustments.
General ledger management and reporting
Maintain your ledger, generate financial statements, and provide clear insights into your business’s performance.
Cash-flow forecasting and budgeting
Analyze past trends, project future cash needs, and create a realistic budget to guide decisions.
Accounts receivable management and aging reports
Track invoices, follow up on overdue payments, and produce aging reports to improve collections.
Accounts payable management
Organize bills, schedule payments, and manage vendor relationships to optimize cash flow.
Sales tax filing and reporting
Calculate, file, and report sales tax obligations accurately to avoid penalties.
Coordination and collaboration with your CPA
Work alongside your CPA or tax advisor to ensure seamless communication and accurate filings.
Construction forms, pre-lien notices, and releases
Prepare and file required construction industry documents—pre-lien notices, lien waivers, and releases.
Business and government reporting compliance
Ensure you meet federal, state, and local reporting requirements, such as 1099s or annual reports.
Business license applications and renewals
Research requirements, complete applications, and handle renewals to keep your business legally compliant.
Payroll processing (through a service provider or QuickBooks)
Calculate wages, file payroll taxes, and manage direct deposits to keep employees paid on time.
Operations manuals, policies, and procedures
Develop or update documented processes to standardize tasks and improve efficiency.
Custom services and document creation
Create tailored reports, templates, or documents to address unique business needs.
Cryptocurrency CPA coordination
Collaborate with a specialized CPA to handle crypto transactions, reporting, and compliance.
Excel sheet automation
Design and implement macros or scripts to automate data entry, calculations, and reporting in Excel.
Programming and automation (Python and JavaScript) to streamline workflows and boost efficiency
Develop custom scripts and tools to automate repetitive tasks, integrate systems, and reduce manual work.
Notary services
Provide on-site or remote notarization for affidavits, contracts, and other legal documents.
Services are fully customizable—additional offerings available upon request
If your business needs fall outside this list, we’ll create a tailored solution to fit your requirements.
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Available in Monroe, Miami-Dade, Broward, and Palm Beach counties—fully remote nationwide. Phone consultations are free; in-person meetings by appointment in select counties.
Get your complimentary consultation today!
**Please send us an email to schedule a consultation, this helps us distinguish and filter out scammers vs. businesses or individuals that actually need help.**