Bookkeeping Service Cape Coral

To help you get started with us as your business accounting. We suggest our bookkeeping service, there we can set up accounts (which operate like folders on your computer) that you place your information in. By creating accounts that resemble the same categories used for tax purposes, you simplify tax return preparation.

We review your work periodically (e.g., quarterly) to make sure you’re recording your income and expenses properly and reconciling your bank statement correctly. Then at tax time, we can lower your tax liability and your get your money back faster.

Why hire a professional personal accountant?

There are many reasons to hire a personal accountant, yet we believe the best reason is to build or maintain financial freedom. By hiring a personal accountant, you receive the professional advice when it comes to your money. We can track your spending, keep accurate recorders for tax time and advice you were to cut back and advise you on how to have your money start working for you.

Bookkeeping



We provide concierge services for your personal finances, including paying your bills, balancing your checkbook and looking over your credit card statements.

Quickbooks



As a Certified QuickBooks consultant, we can train you to use QuickBooks! Thereafter, we can do quarterly reviews of your accounting and tax preparations for the end of the year.

Income Tracking



Do you have investments? If the answer is yes, then you know each quarter the IRS wants their piece. We insure the estimated tax is correct and paid on time.

The best way to get started is to schedule a consultation. You will need to bring all income sources, bank accounts and your liabilities. From there we will develop a plan and give you some peace of mind.