Monthly accounting and bookkeeping for St. Petersburg businesses
Books that are current, accurate and actually used to make decisions.
closes a year
Books you 
Good books are the base of every smart business decision. We keep yours current each month and then explain what they mean, which is where a CPA with a CFO's background makes the difference.
When the numbers start raising bigger questions, fractional CFO support picks up where the books leave off. Ready to talk? Book a free consultation.
What's included
Monthly close by the [x]th business day
Transaction categorization and bank reconciliation
Monthly P&L, balance sheet and cash-flow reports
Accounts payable and receivable tracking
Sales tax filing support
Payroll coordination
[confirm if offered or via partner]
QuickBooks and Xero setup, clean-up and support
A monthly review call
[confirm frequency]
Reviewed by a CPA who has run finance at companies up to $65M [confirm].
So you get insight alongside the entries.
1Assessment2Setup and clean-up [timeline]3Monthly close by the [x]th business day4Reporting5Quarterly strategy review
Monthly accounting questions
Which software do you support?
QuickBooks and Xero, and most other accounting platforms. We can set up a new file, clean up an existing one or support the one you already use.
What documents do I need to send?
Bank and credit card statements, access to your accounting file, and the month's bills and invoices. Full onboarding checklist: [Doug confirms].
How fast do you close each month?
Your books are closed by the [x]th business day of the following month.
Can you clean up past books?
Yes. Setup and clean-up is part of onboarding, on a timeline we agree before we start [timeline].
What does bookkeeping cost?
It depends on your transaction volume and the accounts involved: [Doug to set]. You'll get a clear scope and a clear fee before we start. See pricing.
How do you protect my data?
Documents are exchanged through our secure client portal rather than email. Security details: [Doug confirms].
More answers on the FAQ page.