Monthly Accounting · Jacksonville
Stop Dreading Tax Season. Start Knowing Your Numbers
One predictable monthly fee. Bookkeeping closed by the 15th, quarterly tax strategy, and a CPA you can actually reach the other 11 months of the year.
No commitment. Decide if we're a fit.
5.0 on Google
Licensed CPA Firm
Practicing since 2014
Licensed CPA Firm
Florida Board of Accountancy
QBO ProAdvisor
QuickBooks Certified
24-Hour Response
Year-round, not just April
What's Included
Everything you need. One monthly fee.
No surprise bills. No once-a-year tax meetings. No more flying blind on your numbers. Here's what every monthly engagement includes:
Books closed monthly. By the 15th.
Reconciled and closed every month, on time, in QuickBooks Online. No more "I'll get to it next month." No more year-end scrambles. Dedicated bookkeepers categorize and reconcile every transaction.
Numbers you can actually use.
Monthly P&L and balance sheet, plus the trends, ratios, and benchmarks that turn raw numbers into business decisions. Stop guessing. Know.
No more tax surprises. Ever.
Quarterly strategy calls where we walk through your numbers, project your tax position, and adjust before April. We'll find the deductions and strategies your last CPA missed.
Tax returns done right.
Business and personal returns prepared by a licensed CPA — not a software program, not a seasonal preparer. Filed on time, every time, with year-round support if anything comes up.
Who we work with
This is for you if…
We're the right fit for owner-operated businesses in or near Jacksonville generating between roughly $250K and $5M in annual revenue. Specifically:
Tired of DIY
Business owners drowning in their own books
You've been doing it yourself or managing a bookkeeper with no oversight. You want it handled, accurately, every month, without your involvement.
Once Burned
Entrepreneurs surprised by a big tax bill last year
You don't want to be ambushed in April again. You want a CPA who's planning your tax position quarterly, not reacting to it once a year.
Growing Fast
Growing businesses that need a real financial partner
You want a CPA you can call when you're hiring, buying equipment, or considering an entity change — not just a preparer you see once a year.
Investment
Plans from $450/month
Most clients fall between $650 and $1,250 per month depending on transaction volume, payroll, and entity structure. Every engagement starts with a free 20-minute discovery call where we gather what we need to give you a precise quote.
Monthly bookkeeping in QuickBooks Online
Monthly P&L, balance sheet, and ratios
Quarterly tax strategy & planning calls
Business & personal tax returns prepared
Year-round CPA support — not just April
No long-term contracts. Cancel anytime.
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"If you're looking for a CPA, bookkeeper, or really advising on anything financial, this office led by Paul is the place to go. The knowledge they have of their trade is superb. Open and transparent with pricing too."
Lucas D.
Small business owner · Jacksonville
"Paul has been an amazing resource for my business and personal tax and financial needs. He always has time to answer questions and provide guidance, even for smaller less critical matters."
Don R.
Long-term client since 2020
"Paul and his team were able to save my business and family thousands of dollars while keeping me informed about the latest tax law changes. Highly recommend to business owners with complicated returns."
Vaughan R.
Business owner · Switched from out-of-state CPA
Common Questions
Before You Book The Call.
A handful of the most common questions we hear on discovery calls. If yours isn't here, ask on the call.
I already have a CPA. How hard is it to switch?
Easier than you'd think. We handle the records request from your prior CPA and onboard you in QuickBooks Online so you're current within 30–60 days. You don't need to coordinate the handoff.
What's included in the monthly fee — and what isn't?
Included: monthly bookkeeping, financial reporting, quarterly tax strategy calls, business and personal tax returns, and year-round email/phone support. Not included: payroll processing (we partner with Gusto), audit representation, and one-off CFO-level consulting projects.
Are there any long-term contracts?
No. Month-to-month. Cancel any time with 30 days notice. We earn the engagement every month.
How quickly do you respond to questions?
Within 24 hours on business days for email. Same day for anything urgent. You'll have direct access to your CPA — not a generic firm inbox or a junior associate.
What if you're not the right fit for my business?
We'll tell you on the discovery call and point you toward a firm that is. Not every business is right for our model — very small side hustles or businesses with $10M+ revenue and complex multi-entity structures usually fit better elsewhere. We'd rather refer you out than under-serve you.
What software do I need?
QuickBooks Online. If you're not on it, we'll move you over as part of onboarding. The QBO subscription cost is separate and goes directly to Intuit (typically $30–90/month depending on plan).
Ready When You Are
Let's See If We're The Right Fit.
Book a free 20-minute Zoom with Paul Black, CPA. We'll learn about your business, answer your questions, and tell you whether we're a fit. If we're not, we'll point you in the right direction.
No Commitment · No Sales Pressure · Decide If We're a Fit