accountant sarasota

General Accounting and Bookkeeping

From start up to clean up we have the ability to solve almost any bookkeeping issue you may have.   We can even house and maintain your QuickBooks file allowing you to concentrate on what you do best and grow your business.

Accounts Payable and Receivable, FL Sales & Use Tax Preparation & Submittal, Bank & Credit Card Reconciliation, Billing & Collections, Bank Disbursement Draws Budget Creation, After-the-fact Bookkeeping and more. We can also handle your report needs from Profit & Loss Statements to Cost Analysis & Balance Sheets, whether you are interested in Monthly Financial Reports, Weekly or Yearly, we are here to help. Pick-up & Delivery of original documents, postage for bill payments, and unlimited consultation are always included at no additional charge.

Payroll & Human Resources

Payroll (Manual, In-house software or working together with an outsourced payroll company); Employment Taxes (941, 940, 944 & RT-6); Creation and maintenance of employee files; including W-4, I-9 and other government required documents; 1099 Subcontractor Pay,; Benefits Management and much more. We also handle year-end forms such as W-2’s & 1099’s.

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Income Tax Services

By The Books offers a wide range of income tax services for both individuals and businesses.  With the ever changing tax laws and processes, tax returns can be extremely confusing and, if done incorrectly, can end up costing you even more time and money.  Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional.  We will ensure that you receive every deduction that you qualify for and ensure your taxes are filled correctly and on time.
Here’s what you get…
  • Your tax return will be prepared by one of our staff and reviewed by an additional staff member to identify any potential places for additional deductions or problems the IRS may look at more closely. The return will then be put through our tax software to eliminate any mathematical errors.
  • Your return can be filed electronically or by mail with the option for direct deposit or debit to allow for faster and more accurate filing.
  • Our staff can show you options for adjusting your payroll withholdings to give the effect on your taxes that you want at the end of the year. Why give the IRS an interest free loan for up to 16 months unless you want to.
  • Recommendations for tax saving strategies to ensure that you get to keep more of your hard earned money.
Are your books a mess? Not a problem!
If you own a small business and haven’t kept up your bookkeeping, don’t worry. We can help you. We’ll prepare your bookkeeping for as far back as you need, prepare the income tax return, as well as your personal income tax return. Then we’ll help you set up an easy system that allows you to keep your books in order for the following years.

Construction Liens & Permits

Preparation of city and county permits, construction notice to owners, liens and releases. We also offer a pick-up/delivery service and can submit the documents to the appropriate city or county office. Since we have a full-time Notary Public on staff these documents can most often be prepared, notarized and submitted to the appropriate office in as little as one business day.

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General Office Support

General Data Entry, Document Preparation, Creation & Maintenance of document filing, Meeting and Function Coordination, an on-staff Notary Public, Customer Service Follow-up Calls, Collections and more.

There is simply not enough hours in the day for one person to handle everything so let us handle the remedial tasks so that you can focus on what’s important, your customers.

Consulting & Training

We are here to assist you with things like…

  • Quickbooks Set-up to help you get your Quickbooks company file set up correctly from the beginning..
  • Accounting and tax support so when you have questions you have someone to reach out to.
  • On-site or remote one-on-one training to help you and/or your staff better understand your Quickbooks software and accounting practices.
  • If you’re QuickBooks file is a little messy, or a lot, because of one reason or another we are happy to help you clean up your file and put things in their proper place.
  • If you fell behind on your QuickBooks we have all the tools to help get your books brought up-to-date quickly so you can get accurate information for your business, file taxes and be successful.
  • Every company should have a check and balance system. We can provide recommendations and suggestions for creating internal controls to bring operational effectiveness and efficiency, create effective financial reporting, and guidance on safeguarding your organization’s assets through accountability procedures.

    And much more!

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Sales Tax & Other Local Taxes

We offer a wide variety of sales tax services from registering with the state to processing your monthly or quarterly returns.