Clean books every month. An Owner’s Review every quarter.
We handle your bookkeeping, payroll and tax every month. Then, every quarter, we sit down with you and go through what your numbers say: what’s making money, what isn’t, and what to do about it. Most firms stop at a report nobody reads.
A flat monthly fee, quoted in writing after the first call. Nothing starts until you sign.
What you get
- Every bank and card account reconciled
- Your books closed, with a profit and loss you can read
- Payroll handled and payroll taxes deposited on time
- Florida sales tax filed when it’s due
- Estimated taxes planned, returns prepared every year
- Every quarter: the Owner’s Review
One team, all year, and one flat monthly fee.
Every month: keep you out of trouble
The work that has to be right, done on time, by people who know your business.
Bookkeeping
Every transaction recorded and categorized, every bank and credit card account reconciled, and your books closed each month in QuickBooks Online. You get a profit and loss and a balance sheet, with a few lines in plain English on what changed.
Payroll
Payroll run on schedule, payroll taxes deposited on time, and the quarterly and year-end forms filed, so nothing is sitting in the IRS’s mailbox with your name on it.
Sales tax
Florida sales tax figured from your books and filed on the schedule the state gives you, every period, whether it’s a busy month or a slow one.
Tax returns and planning
Business and personal returns prepared from books we keep ourselves. Estimated payments planned during the year, so April is a meeting, not a shock.
Every quarter: the Owner’s Review
An hour with your numbers and someone who has run businesses. It’s included in monthly service, and it’s where your books start working for you.
What actually makes money
Which customers, jobs and services earn their keep, and which ones you’re carrying without knowing it.
Your prices
Where you’re leaving money on the table, and exactly what a price change does to the bottom line before you make it.
Your cash, thirteen weeks out
Payroll, tax payments and big bills laid out week by week, so you know when you can spend and when to hold.
The next decision
Hiring, a new truck, a second location, a bigger client. The numbers behind it, before you commit.
Questions owners bring to it
- “Why do I show a profit but never have any cash?”
- “Can I afford to hire someone?”
- “Should I raise my prices, and by how much?”
- “Which of my customers are costing me money?”
You leave with one page: the three numbers that matter most for your business right now, the one decision in front of you, and what you’re going to do about it before the next review.
Bruce Gordon built the Owner’s Review from 38 years of building and running companies, more than one of them past 500 employees. He has made payroll when it was tight, priced against competitors and sat across the table from buyers. This is how he reads a set of books.
How it starts
From the first call to your first Owner’s Review.
A free 15-minute call
What you have now, what’s behind, and what you want from your numbers. You’ll know whether we’re a fit.
Everything in writing
Bruce sends a written engagement letter with your flat monthly fee. Nothing starts until you’ve read it and signed it.
Your first quarter
We connect your accounts, catch up anything behind, close your first months, and hold your first Owner’s Review.
Who this is for
A good fit
- Owner-run businesses with steady work and a few people on payroll, or about to hire.
- Owners who want to know their numbers, not just have them filed.
- Anyone in Florida and beyond who’s comfortable working by phone, video and secure file sharing.
Probably not a fit
- Businesses that want someone in their office every week.
- Owners who only want a return filed once a year and nothing else.
- Companies that need an audit. We don’t do audits.
What it costs
One flat monthly fee, billed by automatic payment, so you never get a surprise bill for a phone call. It’s set by four things:
- How many bank and card accounts you have
- How many transactions run through them in a month
- Whether you run payroll, and for how many people
- How many returns we file each year
After the first call, Bruce puts the number in a written engagement letter. If your books are behind, the catch-up is quoted separately, also in writing, before it starts.
Questions owners ask
- Do I need QuickBooks Online?
- We keep books in QuickBooks Online. If you’re on something else, or on a spreadsheet, we move you over as part of setup.
- My books are behind. Can you catch them up?
- Yes. Catch-up work is scoped after the first call and quoted separately, in writing, before it starts. Then monthly service keeps them current.
- Can I keep my current tax preparer?
- You can. Most owners move their returns to us once they see the books and the return coming from the same place, but it’s your call.
- How often will I hear from you?
- Every month, when your books close, with a short note on what changed. Every quarter, at your Owner’s Review. And any time you call.
- Who will I actually talk to?
- The same small team every month, not a rotating rep. You’ll know their names, and you can always reach Bruce.
- What does it cost?
- A flat monthly fee, set by how many accounts and transactions you have, whether you run payroll, and how many returns we file. Bruce gives you a written quote after the first call.