We primarily serve established businesses generating $1 million to $20 million in annual revenue that need more than basic bookkeeping, including controller-level reporting, cash flow forecasting, and financial strategy. We also offer small business bookkeeping and QuickBooks Online setup for businesses that are just getting started.

We’re based in Sarasota, FL, and serve businesses across Southwest Florida and Indiana. Because our work is done in QuickBooks Online, we can support business owners anywhere in the country, with the same level of service wherever your business is located.

A bookkeeper records transactions and keeps your books accurate. A controller goes further: reviewing those numbers for accuracy and trends, managing cash flow, overseeing compliance, and giving you the financial reporting you need to make decisions. Growing businesses often outgrow a bookkeeper-only relationship and need both.

Our Controller Services include monthly accounting and financial reporting, cash flow management and forecasting, and sales tax and quarterly tax compliance, delivered as an ongoing financial operations partnership rather than a one-time project.

Yes. Malinda Olupitan is a Certified QuickBooks Online ProAdvisor, and QuickBooks Online is the platform we build our bookkeeping, reporting, and controller services around.

Yes. We offer QuickBooks Online clean-up and catch-up services to get disorganized or outdated books back in order, reconciled, and accurate, so you have a reliable starting point going forward.

We specialize in serving construction and trades businesses, professional services firms, healthcare practices, and multi-location or franchise businesses, in addition to general small business bookkeeping.

On the call, we learn about your business, current books, and goals, then outline which services fit and what working together would look like, so you leave with a clear picture of the next step, with no obligation.