Expert Bookkeeping
Day-to-day accounting tasks
Monthly reconciliation procedures
Monthly financial packages
Starting at $500/month
Accounting Support
Day-to-day accounting tasks
Monthly reconciliation procedures
Customized monthly financial packages
Additional accounting services include:
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Accounts receivable and invoicing
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Accounts payable and vendor management
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Sales tax tracking and remittance
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Other ongoing tasks/deliverables
Starting at $1,000/month
CFO Services
Need something more?
From financial budgeting to cash flow management, let's discuss help we can help you take control of your books in an active way
Starting at $3,000/month
FAQs
Q:
Do you offer bookkeeping and accounting services for small businesses in Clearwater?
A:
Yes. We support solo entrepreneurs, contractors, and small to mid-sized businesses throughout Clearwater and the surrounding area. Our team provides monthly bookkeeping, clean-ups, tax-ready financials, payroll support, and ongoing guidance tailored to local industries. We are happy to meet to discuss anytime.
Q:
Can you help with Florida tax requirements and local business filings?
A:
Absolutely. We help Clearwater business owners stay compliant with Florida tax rules, sales tax filings, annual reports, and other required local submissions. We make sure your books are accurate, deadlines are met, and your business stays in good standing year-round.
Hear what our clients are saying:
Monica G.
Business Owner
“Helped me so much and have recommended expense reclassifications that have boosted profits....”
Jeff H.
Co-founder of Tax & Advisory Firm
“Pass along existing client work, freeing up bandwidth for high-end projects…”
How the Clearwater Business Mix Affects the Books
Different business types usually need different levels of detail in the books.
One company may rely on recurring customer payments, while another may manage projects, supplies, or seasonal demand.
A practical setup can support both routine bookkeeping and bigger business decisions. This reduces guesswork when bank activity, receipts and bills need to tie together.
How Business Spending Shows Up in Clearwater
1. Staffing and contractor payments
2. Inventory and supply purchases
Owners get more value when the records explain where cash is going. That helps when monthly reporting needs to support real decisions.
What Is Shaping Business Activity in Clearwater
Current records help turn business activity into information owners can use.
Business trends matter most when they affect real numbers.
The right reports make it easier to respond without guessing. This matters when staffing, supplies or software costs change.
Common Owner Operated Businesses in Clearwater
Owners get better information when the reports match how the business serves customers. The setup may need to account for healthcare and wellness practices, restaurants, cafes and hospitality businesses, and consulting and professional service firms. That keeps the monthly review focused on how the company really operates. It becomes useful when deposits, payments and expenses are moving at different times.
Cash Flow Visibility for Clearwater Businesses
Cash flow questions are harder to answer when understanding which services, jobs or locations are most profitable and keeping recurring expenses from blending into one large overhead bucket are not current.
That keeps the business better prepared for taxes, financing, and planning. That gives owners more context when payroll changes during the year.
Our Team
Ryan Minner
Client Management
Ryan Baker
Operations & Delivery
Chad Reed
Risk & Quality
Hannah Junio
Accounting Manager
Suzette Gaerlan
Accounting Manager
Rico Doca
Bookkeeper
Macel Mendoza
Bookkeeper
Joan Tamayo
Bookkeeper
Jamie Sanchez
Executive Assistant