Bookkeeping for Established Businesses in Central Florida
Clean, compliant books—clarity and confidence for every decision.
Premium, CPA-Led Books for Companies Past the “Starter” Stage
If your business is between $1–$10M in revenue—or you’re a consultant clearing $100k+—you’ve outgrown DIY tools and bargain providers. You need clean, timely, audit-ready books led by CPAs who think like operators and protect you like controllers. That’s what we do at Blue Heron CPAs.
We serve growth-minded companies across Lake County, The Villages, Ocala, and Orlando, delivering accurate financials, proactive guidance, and the confidence to make decisions quickly.
Who We’re Built For
Revenue: $1–$10M annual revenue
Consultants & Professionals: $100k+ annual income
Mindset: Ready to invest in quality, control risk, and elevate decision-making
Location: Central Florida—Lake County, The Villages, Ocala, and Orlando
We’re intentionally not a fit for side hustles or very early-stage micro-businesses. Our service is premium because the payoff—control, compliance, and clarity—matters most once you’ve scaled.
What You Get (Core Service)
Monthly Bookkeeping
Accurate coding and categorization that keep your P&L and balance sheet decision-ready.
Bank & Credit Card Reconciliation
Every account tied out monthly with exception review and resolution.
Advisory for Tax Deductions
Proactive guidance so you capture legitimate deductions and stay audit-ready.
Monthly Touchpoints
A recurring check-in to review results, trends, variances, and next steps.
Compliance-Minded Recordkeeping
Files organized to withstand lender, buyer, or regulator scrutiny.
Ongoing Support
Practical answers to the real questions that pop up while running a business.
Accounting Method
Simple where it counts, strategic when it matters
We maintain cash-basis books by default—clean, simple, and closely aligned to tax and cash realities for most small businesses. When there’s ROI—lender requests, inventory timing, or board reporting—we’ll layer in accrual adjustments or produce full accrual-basis statements.
Fixed, Transparent Pricing
Know your cost. Plan with confidence.
We price monthly bookkeeping on a fixed-fee model tied to your operating expenses—not hourly. That keeps costs predictable and aligns incentives around efficiency and quality.
Share two recent months of financials and we’ll confirm your expense tier before we begin.
What’s Not Included in Core
(Available as Add-Ons or Separate Engagements)
Tax Planning for Individual
Sales Tax Determination
Payroll Input
Invoicing
Bill Pay
Collections
POA and Resolution
Multi-State Apportionment
If you need any of the above, we’ll scope and price them clearly so there are no surprises.
Why Blue Heron CPAs Feels Different
CPA-Led, Not “Data-Entry”
Your books are overseen by licensed CPAs who understand tax, controls, and decision-grade reporting—not just bookkeeping mechanics.
Built for Compliance and Due Diligence
We keep your records clean enough for lenders, buyers, and the IRS. That discipline reduces noise, speeds up closes, and protects enterprise value.
Proactive, Not Reactive
Monthly touchpoints and targeted advice mean fewer year-end surprises and better mid-year decisions.
Technology That Reduces Friction
We use secure, modern tools (like your client portal) to streamline document exchange, questions, and approvals—without sacrificing control.
What Working Together Looks Like
1. Discovery Call
We align on goals, pain points, and timing.
2. Scope & Fixed Fee
You provide two months of statements and current financials; we confirm your expense-based pricing tier.
3. Onboarding & Clean-Up (If Needed)
We connect accounts, establish the chart of accounts, and clean up any legacy issues.
4. Monthly Close & Review
Reconciliations, exception handling, and a monthly touchpoint to review results and action items.
5. Quarterly & Year-End Ready
Compliance-minded records minimize scramble and make tax filings smoother.
FAQs
Q: Do you require accrual accounting?
A: No. We maintain cash-basis by default and add accrual adjustments or full accrual reporting when the business case warrants it (e.g., lender requirements, inventory, long AR/AP cycles).
Q: How do you price?
A: A fixed monthly fee tied to your expense level, scoped upfront—no hourly surprises.
Q: Can you work with my existing CPA or payroll provider?
A: Yes. We collaborate well with outside tax preparers, payroll services, and fractional CFOs.
Q: Do you do invoicing or bill pay?
A: Those are not included in core. We can add them as separate services if needed.