Business Details
Trusted Certified Accountants for Small Business Growth
Bookkeeping Geeks was founded to empower small and medium business owners with clear financial strategies that drive growth. With decades of combined industry experience, our certified professionals specialize in bookkeeping, tax planning, and CFO services that ensure financial accuracy and strategic decision-making. As XERO-certified bookkeepers and QuickBooks ProAdvisors, we integrate advanced accounting technologies to deliver efficient, transparent financial management. Our team goes beyond number-crunching to provide tailored solutions that reduce tax liabilities, enhance profitability, and free entrepreneurs to focus on business expansion.Backed by BBB accreditation and a track record of client success, we prioritize personalized support, meticulous attention to detail, and proactive financial guidance. By handling complex bookkeeping tasks, we enable clients across diverse industries to maintain seamless operations while achieving long-term financial goals.
Services
Bookkeeping
Tax Strategy
CFO Services
Payroll Management
Financial Reporting
Highlights and features
- We offer XERO and QuickBooks-certified bookkeeping services for unmatched financial accuracy.
- Our team provides strategic tax planning to legally minimize tax liabilities.
- We deliver outsourced CFO services for scalable business growth.
- We combine 20+ years of industry experience with personalized support.
- Our clients save thousands annually through proactive financial management.
Associations and certifications
- XERO Certified
- QuickBooks ProAdvisor
- BBB Accredited
What people say
Expertise in financial strategy
Attention to detail
Prompt communication
Highly recommend
Cost-effective solutions
Services
Bookkeeping
Our bookkeeping services ensure accurate tracking of all financial transactions, including bills, invoices, and payroll. We categorize expenses, reconcile accounts, and generate reports to provide real-time insights into your businesss financial health. This foundation enables informed decisions for growth and compliance.
Tax Strategy
We develop year-round tax strategies to legally minimize liabilities and maximize refunds. Our proactive approach includes identifying deductions, managing quarterly filings, and advising on profitable business restructuring to optimize your tax outcomes.
CFO Services
Our outsourced CFO services offer strategic guidance on cash flow management, profit optimization, and scaling operations. We create financial roadmaps, analyze budgets, and provide expert advice to support data-driven decisions for business expansion.
Payroll Management
We handle payroll processing, tax filings, and compliance with federal and state regulations. Our system ensures timely, accurate payments while reducing administrative burdens, allowing you to focus on core business activities.
Financial Reporting
We produce detailed financial reports, including profit-and-loss statements and cash flow analyses, to clarify your business performance. These reports empower strategic planning and help monitor progress toward financial objectives.
People
Dorothy Harvey
Founder
Certified Xero and QuickBooks ProAdvisor with 20+ years of experience assisting small businesses. Her expertise in financial strategy has helped clients save thousands annually while achieving sustainable growth.
Questions
What services does Bookkeeping Geeks offer?
We provide bookkeeping, tax planning, outsourced CFO services, payroll management, and financial reporting tailored to small businesses.
Are you certified accounting professionals?
Yes, we are XERO-certified bookkeepers and QuickBooks ProAdvisors, ensuring technical precision and industry compliance.
How do you help businesses save money?
We identify tax deductions, optimize financial processes, and create strategic plans to reduce overhead and increase profitability.
Do you serve clients outside Florida?
We provide services nationwide, supporting businesses across industries with remote, responsive accounting solutions.
What makes Bookkeeping Geeks unique?
Our combination of certifications, personalized support, and focus on strategic growth differentiates us from traditional bookkeeping firms.
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