What We Offer
“At South Florida Bookkeeping Services, our clients come first. We offer personalize business financial accounting solutions along with expert tax advisory services designed to simplify your finances and maximize your peace of mind. With dedicated support and trusted guidance, we make every financial service experience seamless and stress-free.”
Small to Mid Sized Business Accounting & Bookkeeping Services
The Foundation for Growth in South Florida
Are you tired of juggling receipts, worrying about compliance, and feeling disconnected from your company’s true financial health?
At South Florida Bookkeeping, we transform messy records into clear, actionable financial data. Our expert bookkeeping services deliver the accuracy, clarity, and peace of mind you need to make confident decisions, secure funding, and thrive in the competitive South Florida market.
We don’t just record history; we provide the real-time insight that drives your business forward.
Our Full-Service Bookkeeping Solutions
We offer customized solutions, specializing in services for small- to medium-sized businesses, service industries, and entrepreneurial ventures.
1. Core Monthly Bookkeeping
This is the reliable, essential foundation your business needs to operate smoothly every day.
Transaction Categorization: Meticulous sorting and classification of all income and expenses.
Bank & Credit Card Reconciliation: We match every transaction to your statements to ensure your cash balances are 100% accurate and detect fraud immediately.
Accounts Payable (A/P): Managing vendor bills, scheduling payments, and optimizing vendor relationships.
Accounts Receivable (A/R): Tracking client invoicing, processing payments, and managing collections to boost cash flow.
Sales Tax Timely filing
2. Financial Reporting & Analysis
Stop guessing and start leading. We deliver the insights you need to understand performance and spot opportunities.
Monthly Financial Statements: Delivery and review of key reports, including the Profit & Loss (P&L), Balance Sheet, and Statement of Cash Flows.
Budgeting & Forecasting: We help you set realistic financial goals and track your performance against them.
Key Performance Indicators (KPIs): Customized reports that focus on the metrics most important to your industry and business goals.
3. Clean-up & Catch-up Services
Did the last quarter (or last year) get away from you? We specialize in restoring order to chaotic books quickly and efficiently.
Data Backlog Resolution: We clean up neglected books, reconcile historical discrepancies, and prepare accurate starting balances.
Tax Preparation Ready: We deliver your clean, compliant financial package directly to your tax professional, ensuring a stress-free tax season.
Support & Integration Services
Connect Your Systems to Simplify Your Finances.
At South Florida Bookkeeping, we are Advanced Certified ProAdvisors who specialize in the configuration, integration, and optimization of the QuickBooks platform. We ensure your system is set up correctly and connected to all the necessary systems, allowing you to focus on growing your business.
Our Core Services for integration with
QuickBooks
1. 3rd Party App Integration (Seamless Automation)
Stop wasting time on manual data entry and spreadsheets. We connect your specialized business tools directly to QuickBooks, reducing errors and ensuring a single, accurate flow of financial data.
eCommerce & Payments: Connecting Shopify, Stripe, Square, and PayPal for real-time sales and fee tracking.
Time & Expense: Integrating apps like QuickBooks Time and Expensify to automate billable hours and receipt capture.
Bill Pay & CRM: Setting up solutions like Bill.com for Accounts Payable and linking your customer relationship management (CRM) tools.
2. Setup & Consulting
We start you off right, whether you’re new to QuickBooks or ready to upgrade.
New File Setup: Customized Chart of Accounts and initial system configuration to match your business needs.
Data Migration & Conversion: We specialize in moving your historical financial data. This includes securely transferring data from QuickBooks Desktop to QuickBooks Online, or converting data from other programs (Xero, etc.) into your new platform.
Version Consulting: Unbiased guidance on migrating from Desktop to Online, or choosing the best solution for complex inventory or job costing.
3. Proactive Optimization
We ensure long-term stability and efficiency.
File Optimization: Cleaning up, condensing, and fine-tuning your QuickBooks file for maximum speed and performance.
Admin Support: Managing user permissions, access levels, and ensuring proper multi-user setup.
Payroll Services
Full-Service Payroll Management
Compliance Guaranteed. Time Saved.
Processing payroll correctly is mandatory, complex, and time-consuming. South Florida Bookkeeping delivers expert, full-service payroll management, eliminating your risk of tax penalties and freeing you to focus on your business.
What We Handle For You
1. End-to-End Payroll Processing
We manage every step of paying your team accurately and on time.
Flexible Pay Runs: Processing for weekly, bi-weekly, or monthly cycles for all W-2 employees and 1099 contractors.
Direct Deposit: Secure, timely payments with detailed pay stubs and employee portal access for W-2s.
Deductions: Accurate handling of withholding for benefits, 401(k)s, and wage garnishments.
2. Complete Tax Filing & Compliance
We take on the liability for ensuring all federal and state payroll taxes are filed accurately and on time.
Federal & State Filing: Calculation, withholding, and electronic filing of all federal taxes (Form 941, 940, W-2s) and Florida’s required Quarterly Reemployment Tax (Form RT-6).
1099 Management: Preparation and e-filing of all year-end 1099 forms for contractors.
Tax Penalty Guarantee: Protection against penalties resulting from errors or late filing when we process your payroll data.
3. Integration with QuickBooks
As Certified Payroll specialists, we ensure payroll data is never a headache for your books.
Automatic Sync: Real-time integration of payroll expenses, taxes, and liabilities directly into your QuickBooks file.
Job Costing & Audits: Ensuring wages are accurately applied to projects and facilitating easier Workers’ Comp audits.
We can help you:
- Identify the value and cost savings available from Intuit’s Payroll solutions
- Demonstrate the increased efficiencies realized from seamless integration with QuickBooks, tax filings, and payments
- Lower your risks with Intuit’s no penalties guarantee
- Train your users on how to take advantage of improved reporting and automatic updates to accounting information
- Integrate QuickBooks Time for more accurate timekeeping option
Income Tax Services: Preparation & Planning
Maximize Your Refund.
Minimize Your Stress.
Navigating taxes doesn’t have to be overwhelming. At South Florida Bookkeeping, we provide expert, year-round tax preparation and strategic planning for individuals and businesses across South Florida and beyond.
Comprehensive Tax Solutions
We handle the complexity, so you can focus on your goals.
| Service | Focus | Ideal For |
| Individual Tax Prep | Maximizing personal deductions, handling investments, and rental properties. | Employees, Retirees, Investors |
| Business Tax Prep | Accurate filing for Sole Proprietors, S-Corps, C-Corps, and Partnerships. | Small Business Owners & Enterprises |
| Year-Round Planning | Proactive strategies to legally reduce future tax liability and estimated tax guidance. | Freelancers & Growth-Focused Businesses |
| Audit Support | Professional representation and resolution for IRS and State correspondence. |
Why Choose South Florida Bookkeeping?
1. Local Expertise
We understand the specific tax implications for Florida residents and businesses.
2. Guaranteed Accuracy
Meticulous process ensures compliance and the optimal financial outcome.
3. All-in-One Service
Seamless integration with our bookkeeping services for flawless tax preparation.
Our Simple 3-Step Process
Consultation: Review your financial situation and gather necessary documents.
Preparation: Expertly prepare your return, identifying all applicable savings.
E-File: Review the results with you and securely file your return with the IRS.