01
Monthly bookkeeping
- Transaction categorization & bank reconciliation
- Accounts payable (A/P) and accounts receivable (A/R)
- Expense tracking and receipt management
- Bank feeds and data imports (QuickBooks Online)
Our services
Built for Florida LLC owners and Quebec snowbirds.
Six service lines that work as a stack or à la carte. Pick what you need — we'll tell you honestly when something is outside what we do.
02
Financial reporting
- Monthly and quarterly financial statements
- Custom management reports
- Budgeting and cash flow forecasts
- Year-end packages ready for your CPA partner
03
QuickBooks setup & cleanup
- Initial QuickBooks Online setup (US edition)
- Historical cleanup and catch-up bookkeeping
- System migration (Wave, Excel, Sage → QBO)
- Chart of accounts redesign for FL operations
04Our edge
Cross-border tax preparation
- US Form 1040 for snowbirds and dual-residents
- Quebec T1 coordination
- Form 8840 — Closer Connection Exception
- US-Canada treaty optimization
05Our edge
Florida LLC compliance
- Florida sales tax (DR-15) — monthly or quarterly
- Tourist Development Tax for Airbnb / VRBO income
- FinCEN BOI filings
- Sunbiz annual reports (avoid the $400 late penalty)
- EIN setup, W-8BEN, 1099-NEC preparation
06
CPA support & back-office
- White-label bookkeeping for CPA firms
- Audit-trail prep and reconciliations
- Bilingual support for your French-speaking clients
- You keep the relationship — we handle the books
For CPA firms
Your invisible back-office for snowbird clients.
We work with Florida CPA firms who serve Quebec snowbirds and French-speaking clients. You keep the relationship and the margin. We handle the monthly bookkeeping, the sales tax filings, and the year-end package — in your client's preferred language.
Talk to us about partnershipHonesty
What we don't do.
Federal corporate tax returns (1120 / 1120S)
We're bookkeepers and authorized tax preparers, not licensed CPAs. We refer corporate returns to a trusted CPA partner so your filing is signed by a credentialed professional.
Audits and attestation work
We don't conduct audits, reviews, or compilations. If your lender or investor requires one, we'll prep the books and hand off a clean package to your auditor.
Not sure if we're the right fit?
Book a free 30-minute consultation. We'll map your situation and tell you honestly whether we can help.
Free consultation