Bookkeeping Services for Jacksonville Small Businesses
Full-service bookkeeping, catch-up services, and financial advisory for small businesses across Jacksonville, the First Coast, and Northeast Florida.
Veteran Owned • QBO ProAdvisor Advanced • Same-Day Responses
Sound Familiar?
Most of our clients don't reach out when everything is running smoothly.
Years of Backlog Piling Up
You know the books are behind. Maybe it's a few months, maybe it's a few years. The longer you wait, the heavier it feels. We specialize in catch-up bookkeeping and have cleaned up books that were years overdue. It's what we do best.
Tax Season Without Clean Books
Your CPA needs organized financials to file your returns. When the books aren't current, tax season turns into a scramble that costs you time, money, and missed deductions. We get everything ready so the hand-off to your CPA is smooth.
Revenue Without Knowing Where It Goes
Money is coming in, but there's never enough left over. You're not sure if it's overhead, labor, materials, or something else entirely. Clean monthly bookkeeping gives you a clear picture of where every dollar is actually going.
A QuickBooks File That Doesn't Make Sense
Maybe you set it up yourself, or a previous bookkeeper left things in rough shape. Transactions are uncategorized, accounts don't reconcile, and the reports are useless. We can fix the file or set up a new one the right way.
Bills Falling Through the Cracks
When you're running a business, it's easy for invoices to get buried and payments to go out late. Late payments mean fees, strained vendor relationships, and unnecessary stress. We manage your accounts payable so nothing gets missed.
No Financial Roadmap
You're making decisions based on gut feeling instead of numbers. Should you hire? Can you take on more work? Is a project actually profitable? With clean books and the right analysis, those questions have real answers.
Why Work With Us
A veteran-owned bookkeeping practice built on 10+ years of accounting experience and the discipline of a military career.
Military Background
Owner Shawn Harvey served as a financial analyst in the Marine Corps, managing budgets of $5 million per year. After the military, he spent years as a contractor supporting Navy and Special Operations Command accounting systems.
QuickBooks ProAdvisor Advanced
We hold the Advanced QBO ProAdvisor certification and have worked with QuickBooks files in every condition imaginable. Whether your file needs a cleanup, a fresh start, or ongoing management, we know the platform inside and out.
Located In Jacksonville
We're located on Salisbury Road and work with small business owners across Jacksonville, the First Coast, and Northeast Florida. Not a remote call center or a faceless franchise.
Same-Day Responsiveness
When you have a question, you get an answer the same day. Not a ticket number, not a queue. Military discipline means we don't let things sit and you're never left wondering if anyone got your message.
Our Services
From monthly bookkeeping to catch-up projects and CFO-level advisory. Start with what you need and add more as your business grows.
Full-Service Bookkeeping
Transaction categorization, bank and credit card reconciliation, and monthly reporting so you always know where your business stands.
Catch-Up Bookkeeping
Cleaning up and bringing current past months or years of bookkeeping. We go through the backlog, reconcile every account, categorize every transaction, and deliver accurate financials so you know exactly where your business stands.
Bill Payment
Managing accounts payable so bills get paid on time. We track what's owed, schedule payments, and record everything in your books so nothing slips through the cracks.
Payroll System Setup & Training
One-time payroll system configuration with hands-on training so you can run payroll yourself, correctly and on time.
1099 Preparation
We prepare and file your 1099 forms for contractors and vendors. You tell us who you paid and we handle the rest, from gathering information to submitting everything on time.
QuickBooks Online Setup & Training
Configuring QuickBooks Online for your business with hands-on training so you know how to use it properly from day one.
Sales Tax Management
We handle sales tax from calculation to filing so you never miss a deadline or pay the wrong amount.
External Controller
A second set of eyes on your books. We provide oversight, review, and reporting on top of what your in-house accounting team already does.
Budgeting & Cash Flow Forecasting
Creating budgets and projecting cash flow to plan for expenses, identify shortfalls, and support informed business decisions. We build realistic financial plans based on your actual numbers so you can make decisions with confidence.
Fractional CFO
Part-time CFO-level financial guidance without the full-time salary. You get cash flow forecasting, financial analysis, and strategic planning built around your business goals.
Construction Job Costing
Tracking labor, materials, and subcontractor costs by project to see profitability.
Industries We Serve
Years of hands-on experience across every type of business means we're ready for yours from day one.
Construction & Contractors
Construction
Job costing, catch-up bookkeeping, and QuickBooks setup for contractors who need to know what each project actually costs.
Skilled Trades
Trades
You learned a trade, not accounting. We keep your books clean and current so you can focus on the work that actually pays.
Home & Property Services
Field Services
You built this business one yard, one roof, one service call at a time. The paperwork never kept up.
Cleaning Services
Field Services
Recurring contracts, crew payroll, and supply costs that pile up fast. We get cleaning businesses caught up and keep the books current.
Facility Services
Field Services
You keep buildings running. We keep your books straight so you know which contracts are worth keeping.
Medical & Dental Practices
Healthcare
Practices with insurance reimbursement delays, high overhead, and books that fell behind while you were busy treating patients.
Professional Services
Professional
Trust accounting, project billing, and books that stay current so you can focus on billable work instead of chasing receipts.
Creative Services
Professional
Creative businesses run on project work and irregular income. We keep the books current, track contractor payments, and give you the financial clarity to price your work with confidence.
Consultants
Professional
You solve everyone else's business problems. We handle the one you keep putting off.
B2B Services
Professional
Bookkeeping for B2B companies dealing with long payment terms, receivables tracking, and the cash flow gaps that come with selling to other businesses.
Tech Startups
Technology
You are building the product, not doing the books. We clean up the backlog, track your burn rate, and get your financials ready for your CPA and investors.
Freight & Logistics
Transportation
Trucking and logistics businesses run on tight margins. We track profitability by load, reconcile factoring deposits, and keep your books current so you can focus on moving freight.
Real Estate Investors
Real Estate
Each property is its own P&L. We track income and expenses per property so you always know what's making money and what's holding the portfolio back.
Real Estate Agents
Real Estate
Commission checks look great. But after splits, marketing, and taxes, most agents have no idea what they actually kept.
Franchise Owners
Franchise
You bought into a proven system but the books are still yours. We handle the accounting so you can focus on running your locations.
Restaurants & Bars
Hospitality
Hundreds of daily transactions and razor-thin margins mean restaurant books need to stay current or problems compound fast.
Salons & Spas
Personal Services
Hair salons, barbershops, nail salons, day spas, and med spas. Bookkeeping that handles booth rental tracking, tip reporting, payroll, and the catch-up work to get current.
Farms
Agriculture
Seasonal revenue, constant expenses, and a busy schedule that pushes bookkeeping to the bottom of the list. We track costs by enterprise and keep your books ready for lenders and tax time.
Nonprofits
Nonprofit
Fund accounting, grant tracking, and catch-up bookkeeping for charities, churches, foundations, and associations.
10+
Years of experience
Veteran
Owned and operated
Same Day
Response time
The First Coast's Trusted Bookkeeping Partner
The Next Step:
A Free Discovery Call
Tell us where things stand with your books. Whether you're months behind or just looking for reliable bookkeeping going forward, we'll give you an honest assessment and a clear price.