Monthly bookkeeping
Small Business Bookkeeping in Orlando — Bilingual
Most small business owners only look at their numbers once a year — when it is too late to change anything. With monthly books you know where you stand every month.
Who it’s for
What’s included
- Monthly categorization of every transaction
- Bank and credit card reconciliation
- Monthly profit & loss report, explained in plain language
- Quarterly estimated tax calculation (Business plan)
- Year-end package ready for your tax return
- Business tax return at half price for bookkeeping clients
What to bring
- Read-only access or monthly statements for your business bank and cards
- Your sales reports (Square, Clover, Stripe, etc.)
- Receipts for cash expenses
Common questions
What counts as a transaction?
Each line on your bank or card statement — a deposit, a payment, a purchase. If you regularly go over your plan’s limit, we let you know before changing anything.
Can you catch up on past months?
Yes. We quote catch-up work separately after looking at how many months are missing and how many transactions they have.
Related services
Personal tax returns
Your federal return, done correctly and completely — with exactly what the law gives you: Child Tax Credit, EITC, education and the new tips & overtime rules.
Learn moreSelf-employed & 1099
Uber, construction, cleaning, beauty, delivery. We report your income and your real business expenses correctly — mileage, tools, phone — documented and by the book.
Learn moreITIN applications
No Social Security number? We prepare your ITIN application (Form W-7) together with your tax return so you can file with the IRS.
Learn moreGet started
Let’s get your numbers in order.
Tell us about your situation and we’ll give you a clear price before we start. In English or Spanish.