STORY-BOOKS-MESSPROBLEM: a café owner alone after closing, late evening, surrounded by piles of receipts and a messy laptop screen, rubbing her forehead.
Bookkeeping Service in Clearwater for Small Businesses
When your books are behind, every decision feels like a guess and tax time becomes a scramble. Iris keeps your records clean every month, at your business or remotely, so you always know where you stand. Call 678-614-4636 to talk about your books.
Hablamos español. Monday to Saturday, 8 to 6.
- Women-owned business
- We come to your home or business
- English and Spanish
- Monday to Saturday, 8 to 6
- Every return e-filed
- 20+ tax seasons of experience
Books that are ready when you need them
Most small business owners in Clearwater didn't start a business to do bookkeeping. You started a salon, a landscaping crew, a food truck or a cleaning company. The receipts pile up, the bank feed goes unreviewed, and by March you're sorting a year of transactions in a weekend.
Iris fixes that with a monthly routine. She categorizes every transaction, reconciles your accounts to the bank statements, and sends you a short report you can read in five minutes. When a lender, landlord or partner asks for numbers, they're ready. When tax season comes, your business return is mostly done.
She can visit your business once a month to collect receipts and talk through questions, or work remotely with read-only access to your accounts. Many clients do both: remote work during the month and a quick sit-down at the shop each quarter.
Monthly Bookkeeping
A monthly routine for Clearwater small businesses. Iris categorizes every bank and card transaction, matches deposits to sales, records loans and owner draws correctly, and reconciles each account to its statement. You get a profit and loss report and a balance sheet every month, plus a short note on anything unusual. Your books stay ready for a lender, a partner or tax season, and you spend your time running the business instead.
QuickBooks Setup and Support
New QuickBooks Online setups and cleanups of files that have gone off track. Iris builds a chart of accounts that matches how your business really works and how your tax return is organized, connects bank and card feeds, writes rules for repeat transactions, sets up invoicing and sales tax, and fixes duplicate or miscategorized entries. Then she trains you or your office manager at your business, so the file stays clean between visits.
Reconciliation and Financial Reports
Reconciliation of bank, credit card, loan and merchant accounts, plus the reports owners actually use: profit and loss, balance sheet, cash flow summary and accounts receivable aging. Iris explains what the numbers mean in plain language and prepares lender-ready statements when you apply for a loan, an SBA program or a commercial lease. Reconciled books also mean a faster, cheaper business tax return at year-end.
Payroll Services
Payroll coordination for Clearwater employers with a few employees. Iris sets up or manages your payroll system, reviews each pay run, makes sure federal tax deposits and quarterly Form 941 filings are on time, files Florida reemployment tax reports, and prepares W-2s and 1099s at year-end. She also records payroll in your books so wages, taxes and benefits match your tax return. New employers get help with the federal and Florida registrations.
STORY-SALESTAXA boutique counter after closing: register receipts and a laptop; the owner (from behind) and Iris going over a sales tax report, relaxed.
Florida Sales Tax Filing
Florida sales and use tax returns (Form DR-15) prepared from your books and filed monthly, quarterly or annually, depending on what the Department of Revenue assigns you. Iris applies the Pinellas County surtax, separates exempt sales, handles use tax on untaxed purchases, and keeps you eligible for the collection allowance by filing on time. She also helps short-term rental owners and new businesses register and catch up on late periods.
Florida filings small businesses forget
- Sales and use tax (Form DR-15). If you sell taxable goods or services in Florida, you collect sales tax and file with the Florida Department of Revenue monthly, quarterly or annually. Pinellas County adds a local surtax on top of the state rate.
- Reemployment tax (Form RT-6). Florida employers file quarterly reemployment tax reports. Late reports bring penalties even when no tax is due.
- Annual report. Florida LLCs and corporations file an annual report with the Division of Corporations between January 1 and May 1. Iris adds the date to your calendar.
What it costs
Monthly bookkeeping is priced by the number of accounts and transactions, not by the hour, so you know the cost every month. Plans start at [monthly bookkeeping starting price]. Catch-up work for months or years behind is quoted separately after Iris sees your records.
Mobile service across Pinellas County
Iris is based in Clearwater and meets clients across the city, from Countryside and Northwood to Morningside, Island Estates, downtown and Clearwater Beach. From there she travels throughout Pinellas County: Tarpon Springs, Palm Harbor, Oldsmar, Dunedin, Safety Harbor, Largo, Seminole, Pinellas Park, St. Petersburg, Gulfport and the beach towns from Clearwater Beach to St. Pete Beach. When her schedule allows, she also serves nearby parts of Pasco and Hillsborough counties. Appointments can be at your home, your business, or a hospital or care community that welcomes visitors. Adult children who live out of state can book a visit for a parent here and join the appointment by phone.
Questions people ask before they call
Do I need QuickBooks?
Not necessarily. Iris works in QuickBooks Online for most clients because it connects to banks and makes tax time easier, but she can recommend the simplest tool for your size of business.
Can you catch up a year or more of books?
Yes. Catch-up bookkeeping is common. Iris starts with your bank and credit card statements and rebuilds the records month by month.
Do you come to my business?
Yes. Iris can visit monthly or quarterly at your business, or work remotely. Most clients mix both.
Do you file my sales tax returns?
Iris can prepare and file Florida sales and use tax returns as part of your bookkeeping, so the numbers on the return match your books.
Can you do my business tax return too?
Yes. Having the same person keep your books and prepare your return saves time and prevents mismatched numbers.
Is my financial data secure?
Iris uses read-only bank access where possible, encrypted devices and secure file sharing. She never asks you to email full account numbers.