Small Business Accounting & Bookkeeping
Accurate books are the foundation of every good business decision and every accurate tax return. We record, reconcile and report your numbers each month so you always know where your business stands.
How Nelson & Associates handles Small Business Accounting & Bookkeeping
Our professional team offers accurate, friendly accounting services tailored to every business and its growing needs. Each month we categorize transactions, reconcile bank and credit card accounts, track receivables and payables and deliver a set of financial statements you can actually use.
Because our tax team works from the same books, year-end is fast and there are no surprises. We also keep track of Florida obligations such as sales and use tax returns, reemployment tax and the annual report, so nothing falls through the cracks.
Who this is for
- Small businesses that have outgrown doing their own books
- Owners who want monthly statements to run the business
- Professional practices: medical, dental, legal and engineering
- Restaurants, retailers and import/export companies
- Construction and real estate businesses
- Nonprofits and associations
Everything covered in our Small Business Accounting & Bookkeeping service
- Monthly transaction recording and categorization
- Bank, credit card and loan reconciliations
- Accounts receivable and payable tracking
- Monthly or quarterly financial statements
- Florida sales and use tax return preparation
- Payroll journal entries and accruals
- Year-end close and adjustments for tax
- A monthly check-in to review results
The paperwork behind Small Business Accounting & Bookkeeping
| Profit and loss statement | Revenue, expenses and net income for the period |
|---|---|
| Balance sheet | Assets, liabilities and owner's equity |
| Statement of cash flows | How cash moved through the business |
| Florida DR-15 | Sales and use tax return |
| Florida annual report | Filed with the Division of Corporations by May 1 |
| Form 1099-NEC | Payments to independent contractors |
What we’ll need from you
Have these ready and your first meeting goes faster. Missing something? We’ll help you find it.
- Online access or statements for bank and credit card accounts
- Sales reports from your point-of-sale or invoicing system
- Bills and receipts for expenses
- Loan and lease agreements
- Payroll reports
- Prior financial statements and tax returns
How it works, step by step
Assess
We review your current books, software and processes.
Set up
We clean up the chart of accounts and connect your feeds.
Monthly close
Transactions are recorded and reconciled every month.
Review
You receive statements and a short review of the results.
Why clients choose us for Small Business Accounting & Bookkeeping
Small firm personality
You work with the same people every month, and they know your business.
Big firm capability
CPA-level reporting, controls and tax insight for growing companies.
Florida rules handled
Sales tax, reemployment tax, annual reports and property tax on one calendar.
Global business experience
Experience with companies trading across the U.S., Latin America and Europe.
Small Business Accounting & Bookkeeping across the United States
From our Doral office we provide Small Business Accounting & Bookkeeping to clients in all 50 states and Washington, D.C. Hover over a state to see its tax profile and the cities we serve; tap it to open the state page.
Services clients often pair with this
Payroll Services
Full-service payroll with direct deposit, federal and Florida payroll tax filings, year-end W-2s and new-hire reporting.
Learn more QuickBooks ServicesQuickBooks Setup
QuickBooks Online setup with a chart of accounts, bank feeds, products, sales tax and payroll configured for your business and your tax return.
Learn more Tax Preparation & PlanningBusiness Tax Preparation
Corporate, S corporation and partnership returns, plus Florida corporate income tax, prepared from clean books and filed on time.
Learn more Business Accounting & AdvisoryPart-Time CFO Services
Senior financial leadership on a part-time basis: budgets, forecasts, KPIs, lender relationships and strategic decisions.
Learn moreMore in Business Accounting & Advisory
Small Business Accounting & Bookkeeping FAQs
6 answers to the questions clients ask most. Don’t see yours? Ask us directly.
What accounting software do you use?
We work mainly in QuickBooks Online and can support other systems. If you don't have software yet, we help you choose and set it up.
How often will I get financial statements?
Most clients receive monthly statements. Smaller businesses may prefer quarterly reporting.
Can you catch up books that are behind?
Yes. We regularly bring books current for prior months or years before starting monthly service.
Do you file Florida sales tax returns?
Yes. We can prepare and file DR-15 returns monthly, quarterly or annually, depending on your filing frequency.
Will my bookkeeper know my business?
Yes. You'll work with a consistent team, so you're not explaining your business to someone new every month.
Do you offer Small Business Accounting & Bookkeeping outside Florida?
Yes. Our office is in Doral, Florida, and we work with clients across the United States and abroad through secure uploads, phone and video meetings and e-signatures. South Florida clients are welcome to meet with us in person.
Talk to a CPA about Small Business Accounting & Bookkeeping.
Your initial consultation is free. Call us, email us or visit our Doral office, and we’ll tell you exactly what you need and what it will cost.