Bookkeeping for Miami small businesses — CPA-reviewed, quarterly.
Monthly transaction categorization, quarterly P&L statements, and a year-end filing package — all reviewed by a Florida-licensed CPA. Clean books feed accurate estimated taxes and a faster filing. No separate invoices for bookkeeping and tax.
What's included
Monthly books. Quarterly review. Year-end ready.
Monthly transaction categorization
We connect to your bank feed and credit card statements through the secure portal. Every transaction is categorized against your chart of accounts — not left in the "miscellaneous" bucket that creates noise at filing.
Quarterly P&L and balance sheet
You receive a reviewed profit-and-loss statement and balance sheet each quarter. Numbers are CPA-reviewed, not software-generated with no human check. Quarterly P&Ls are the foundation for estimated-tax calculations and S-corp comp analysis.
Reconciliation and catch-up
Bank and credit card accounts are reconciled monthly. We also offer catch-up bookkeeping for Miami businesses with months of unreconciled transactions. Catch-up is priced separately at /pricing — tell us your start date in the intake form.
Ready-to-file year-end package
At year-end, you receive a final adjusted trial balance, a depreciation schedule update, and all workpapers needed to prepare your federal entity return and 1040. The handoff from bookkeeping to tax preparation is designed to eliminate re-work.
Why a Miami-based CPA for bookkeeping
Books that a CPA reviews look different from books a software tool closes.
Miami small businesses face a specific set of bookkeeping challenges that generic software doesn't resolve. Restaurant and hospitality operators need daily cash-to-deposit reconciliation and FICA tip credit tracking. Real estate LLCs need depreciation schedules that match the tax return. S-corp owners need officer compensation tracked separately from distributions, with the W-2 salary flowing consistently through payroll and the books.
Florida's no-state-income-tax environment does not eliminate Florida-specific bookkeeping obligations. Florida sales tax (6% base rate, with Miami-Dade imposing an additional 1% discretionary surtax) must be tracked against gross receipts. Documentary stamp tax on business loan notes is a deductible expense that belongs in the books, not in a miscellaneous bucket. Miami businesses with foreign-connected transactions need a chart of accounts that separates domestic and international income streams for FBAR and Form 5471 purposes.
When a CPA reviews the books each quarter — not just at year-end — corrections happen before the return is filed, not after. Misclassified expenses, missing depreciation entries, and distribution-vs.-salary inconsistencies all show up in the quarterly review cycle. That is the difference between CPA-reviewed bookkeeping and software-generated reports with no professional check.
How we work
Connect, categorize, close, file.
01
Connect your accounts
You connect your business bank accounts and credit cards through the secure document portal. Read-only access is sufficient — we do not need write access to your accounts to pull transaction data.
02
Categorize and review
We categorize transactions monthly and flag any items that need your input — split transactions, unclear payees, or potential deductions we want to confirm. You receive a monthly summary with flagged items.
03
Quarterly close
We close the books each quarter, produce a reviewed P&L and balance sheet, and deliver the package to you. The quarterly numbers feed directly into estimated-tax calculations for the same period.
04
Year-end filing handoff
The final year-end package — adjusted trial balance, depreciation updates, workpapers — is passed to the tax preparation team. If you are on a Growth or Professional tier, both bookkeeping and tax preparation are in one engagement.
Pricing
Monthly bookkeeping priced by transaction volume.
Bookkeeping is a monthly add-on to the quarterly tax tier. Rates are based on transaction volume and entity complexity. Most Miami S-corps and LLCs with up to $1M annual revenue fall in the $300–$600/month range. Catch-up bookkeeping is quoted separately based on the number of months to be reconciled. The full rate schedule is at /pricing.
Your CPA
Cassandra de la Fe — Florida CPA, EFIN-authorized.
Cassandra de la Fe holds a Florida CPA license and files all returns under her own EFIN. She reviews every set of books before the quarterly close. Bilingual in English and Spanish, she works with Miami's LATAM business community across all bookkeeping and tax services. Read her full profile → or visit the about page →
- Florida-Licensed CPA (DBPR)
- EFIN-Authorized (IRS)
- Bilingual — English & Spanish
Related services and neighborhoods
More from Precision Tax Partners in Miami.
Questions
Miami bookkeeping — frequently asked
Clean books start with the right CPA.
Monthly bookkeeping reviewed by a Florida-licensed CPA. Quarterly close, year-end package, and direct handoff to tax filing. Pricing is on the page.