Accounting Services
Monthly books you can actually rely on — reconciled, organized, and delivered on schedule.
Everything else depends on the books
Clean books are not an accounting nicety. They are the input for every financial decision you make: whether you can afford a hire, what your real margin is on your best-selling service, how much cash you will have in March, what your tax bill is shaping up to be. When the underlying records are unreliable, every one of those answers is a guess dressed up as a number.
That is the standard we work to. Accounts get reconciled every month, not chased in January. The chart of accounts is built to reflect how your business actually operates, so the categories tell you something instead of just satisfying the software. Statements arrive on a predictable date, and if something in them looks wrong, we flag it rather than waiting for you to notice.
The immediate benefit is knowing where you stand. The compounding one is that everything downstream gets easier — tax planning has real numbers to work with, CFO-level analysis has a foundation, and filing season becomes a handoff instead of a reconstruction project.
Scope note: this is bookkeeping and internal management reporting. Advance Accounting & Tax Solutions does not perform audits, reviews, compilations, or prepared financial statements with an accountant's report attached. Where an engagement genuinely requires a CPA firm, the affiliated firm Joseph F. Fragnoli, CPA, Inc. takes it on.
Who This Is For
- Small businessesOwners currently doing the books at night and knowing it is not being done well.
- StartupsSetting up properly from the beginning, before bad habits become a cleanup project.
- Real estate investorsMultiple properties or entities where per-property tracking matters at tax time.
- Solopreneurs outgrowing DIYWhen the spreadsheet stopped being enough but a full-time hire is nowhere close to justified.
What We Do
- Monthly bookkeeping & reconciliationEvery bank, credit card, and loan account reconciled monthly so the balances are real.
- Monthly management reportingP&L, balance sheet, and cash flow for internal use, delivered on a set schedule with the anomalies flagged.
- Chart of accounts cleanupRebuilt around how your business actually works, so reports answer the questions you ask.
- Software setup & supportQuickBooks Online configuration, bank feeds, and app integrations — plus training your team.
- Sales tax supportFlorida sales tax tracking and filings kept current, including multi-location reporting.
How It Works
Three steps, clear expectations, no surprises.
- 01
Onboarding & Cleanup
We review the current file, reconcile history, and rebuild the chart of accounts.
- 02
Monthly Bookkeeping
Transactions categorized, accounts reconciled, and the month closed on a fixed schedule.
- 03
Reporting & Review
Statements delivered with a plain-language summary of what changed and what to watch.
Frequently Asked Questions
Still have a question? Send it over or call (239) 492-6784.
QuickBooks Online for most engagements, since it is well supported and your records stay portable if you ever move firms. We work in other platforms where a client is already established in one and it fits the business. What we will not do is keep a growing company on spreadsheets past the point where that is safe.
Yes — cleanup is how a large share of our accounting relationships begin. Unreconciled accounts, personal and business spending mixed together, a chart of accounts that grew without a plan, a year of uncategorized transactions. We quote cleanup separately once we have seen the file, so you get a real number rather than an estimate that moves.
Monthly suits most businesses: it is frequent enough to catch problems while they are small and steady enough to be affordable. Higher-volume operations sometimes need weekly reconciliation, and very small or seasonal businesses do fine quarterly. We match the cadence to your transaction volume rather than selling everyone the same package.
Not under this entity, and that is a deliberate structure rather than a gap. Advance Accounting & Tax Solutions does bookkeeping and internal management reporting; it does not issue audited, reviewed, or compiled financial statements. When a lender or investor needs statements with an accountant’s report attached, the affiliated CPA firm, Joseph F. Fragnoli, CPA, Inc., handles that engagement — same people, correct entity.
Yes, though the two connect directly. Accounting is the ongoing record of what your business does — maintained monthly, used for decisions all year. Tax preparation is the annual filing built on top of that record. Good books make the return faster, cheaper, and far more likely to be right.
Ready for a tax and accounting partner who plans ahead?
Book a free consultation and we will map out exactly what you need — no pressure, no jargon.