Bookkeeping services in Apopka & Orlando, FL
Reconciled accounts, categorized transactions and financial statements you can use to run your business, kept by a Certified QuickBooks ProAdvisor with 20+ years in accounting.
Clean books every month, not just at tax time
Monthly or quarterly bookkeeping, depending on how much activity your business has and how often you want to see the numbers.
Monthly or quarterly bookkeeping
Every transaction categorized and every bank and credit card account reconciled to the statement.
Financial statements
A profit and loss statement and balance sheet each period, explained in plain language.
Catch-up and cleanup
Months or a year behind? We bring your books current and fix past miscategorizations.
Invoicing and bill pay
Invoices sent, customer payments tracked and bills paid on schedule, so cash flow stays predictable.
QuickBooks setup
A chart of accounts and bank feeds set up to fit how your business actually works.
Tax-ready year end
When tax season arrives, your books are already done, so your return starts from accurate numbers.
If the books are always the last thing on your list
- Owners doing their own books late at night or not at all
- Businesses that have outgrown a spreadsheet or a shoebox of receipts
- Owners who want real numbers before borrowing, hiring or expanding
- Nonprofits that need clean records for their board and Form 990
- Medical, construction, real estate, legal, restaurant and transportation businesses
Books kept by an accountant, not just a data-entry service
Candice is a Certified QuickBooks ProAdvisor with more than 20 years in accounting. She catches the things that cause problems later, like personal expenses mixed into the business or sales tax collected but never set aside.
Because she also prepares tax returns, your books are kept with your return in mind all year.
How monthly bookkeeping works
Consult and quote
We look at your transaction volume and accounts, then quote a flat scope up front.
Connect your accounts
We get access to your QuickBooks and bank feeds and review where things stand.
Reconcile and close
Each period, transactions are categorized and every account is reconciled.
Review the numbers
You get your statements and a quick walkthrough of anything that needs your attention.
Bookkeeping FAQs
How often will my books be updated?
Most clients choose monthly bookkeeping, so their numbers are never more than a few weeks old. Businesses with low transaction volume often do well with quarterly.
What accounting software do you use?
Most clients use QuickBooks, and Candice is a Certified QuickBooks ProAdvisor. If you're not on QuickBooks yet, we can set it up for you.
I'm months behind on my books. Can you catch me up?
Yes. Catch-up bookkeeping is common. We work through the backlog, reconcile each month, and get you current before your next tax deadline.
Will I still have access to my books?
Yes. Your books stay in your own QuickBooks account, and you can log in and see them anytime.
What's the difference between bookkeeping and accounting?
Bookkeeping is recording and reconciling every transaction so the records are complete and accurate. Accounting uses those records to prepare statements, file returns and plan ahead. Working with an accountant for both means the records are kept with the bigger picture in mind.
Do you work with businesses outside Florida?
Yes. Bookkeeping is handled remotely, so we work with businesses in all 50 states. Local clients are welcome to meet at our Apopka office.
How much does bookkeeping cost?
It depends on your transaction volume, the number of accounts and how often you need reports. After a short consultation, we quote the work up front so there are no surprises.
Most clients bundle a few of these
QuickBooks Setup & Training
Setup, cleanup and lessons from a Certified QuickBooks ProAdvisor.
Learn more →Payroll
Paychecks, payroll tax deposits and quarterly filings, in all 50 states.
Learn more →Tax Preparation
Individual, business and nonprofit returns, reviewed with you before anything is filed.
Learn more →Get your books current and keep them that way
Free 30-minute consultation for new clients, by phone or Microsoft Teams.