Monthly bookkeeping checklist
The month-end sequence — every bank and card account reconciled, bills and invoices current, payroll tied out — in the order that catches errors earliest.
OpenFlorida · Bookkeeping Services
Florida bookkeeping that keeps the Department of Revenue’s math clean.
Reconciliation, clean categorization, 6%+surtax sales tax recorded by county, service taxability handled, and tangible personal property ready to file — delivered in your own QuickBooks file by your TechBrot team. Fixed-fee, all 67 counties.
Monthly bookkeeping: $500–$2,500+ a monthWhat sets the price
If your file needs our paid diagnostic first, its fee is credited in full against the cleanup. Either way, you get a fixed fee in writing before any work starts.
State rule
Florida rule: sales tax is due by the 20th of the following month, and a dealer whose tax for the prior four quarters was $1,000 or less may be put on quarterly filing; each close ties the sales-tax account to that return. Source: s. 212.11, Florida Statutes.
§ The short version
Florida bookkeeping services from TechBrot reconcile every account each month in your own QuickBooks file, for a fixed fee of $500–$2,500+/mo. Sales tax is recorded at 6% plus the county surtax by location, taxable services are flagged, and the fixed-asset schedule stays ready for the tangible personal property return.
They took something that felt overwhelming to me as a first-year business owner and made it simple.
What stood out the most was TechBrot Inc’s attention to detail.
Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification,
§ 01 · Florida tax realities your books must capture
Three Florida facts good bookkeeping never misses.
Bookkeeping in Florida isn’t generic — these three obligations decide how transactions, leases, and assets are recorded.
6% + surtax
Sales tax baked into the books, by county
Florida sales & use tax is 6% plus a discretionary county surtax that varies by county, via the Florida Department of Revenue. Bookkeeping that records the right combined rate by location is the difference between a return that ties and one that doesn’t.Services
Florida taxes some services
Unlike most states, Florida taxes a range of services — commercial cleaning, pest control, certain repairs, security, commercial laundry. Owners who assume services are exempt routinely under-collect, so we flag taxable vs. exempt service lines in QuickBooks and apply the right rate.TPP
Tangible personal property ready to file
Florida businesses file an annual tangible personal property return (DR-405) with the county property appraiser. A maintained fixed-asset schedule makes it straightforward; valuation stays with your CPA.§ 02 · What Florida bookkeeping covers
Clean books, every month, by one dedicated team.
Scoped to your business and delivered in your own QuickBooks file by your TechBrot team.
01
Reconciliation & categorization
Every account reconciled and every transaction categorized to a clean, Florida-correct chart of accounts each month.Monthly bookkeeping
02
Sales tax recorded right, by county
6% + county surtax recorded by location so the Department of Revenue return ties — no manual cleanup at filing time.Sales tax help
03
Sales tax on services
Florida taxes many services other states exempt — we flag taxable service lines so they’re rated correctly, the line a generic bookkeeper misses.Sales tax help
04
TPP fixed-asset schedule
Equipment and furniture tracked so the annual tangible personal property return (DR-405) is straightforward.QuickBooks cleanup
05
CPA-ready statements
P&L, balance sheet, and cash-flow delivered monthly in a format your CPA can file from directly.Financial statements
06
Advisory, when ready
Once the books are clean, fractional-CFO advisory on the global team — forecasting and cash-flow.Fractional CFO
§ 03 · The scope
What we do — and what we don’t.
What TechBrot does
- Reconcile every account and categorize every transaction each month
- Maintain a Florida-correct chart of accounts
- Record 6% + county surtax sales tax correctly by location
- Capture the taxability of services
- Maintain a fixed-asset schedule for the tangible personal property return
- Produce CPA-ready monthly financial statements
What your CPA does
- File the Florida sales tax, corporate income tax, or taxability of services
- File the tangible personal property return or handle valuation
- Represent you before the Florida Department of Revenue
- Provide legal or tax advice
- Step 1
Free file review
A QuickBooks ProAdvisor reviews your QuickBooks file and Florida situation at no cost. - Step 2
Written fixed-fee scope
Within 3 business days you get a written scope and fixed fee. No hourly billing. - Step 3
Cleanup, if needed
If the file has fallen behind or mis-taxed services, we bring it to a CPA-ready standard first. - Step 4
Monthly cadence
Your senior bookkeeper keeps the file reconciled and current every month.
§ 05 · The advisory line
Automation handles the data entry. We handle the judgment.
Bookkeeping is where Florida tax compliance is won or lost: the 6%+surtax sales tax has to be recorded by county as transactions happen, the taxability of services is a line generic bookkeepers skip, the corporate tax is only as accurate as the books behind it, and the TPP return depends on a fixed-asset schedule nobody kept. Clean bookkeeping makes all four a non-event.
Start with accurate books, then extend — when you’re ready — into fractional-CFO advisory, in coordination with your CPA.
§ 06 · Around this page
Around Florida.
Florida QuickBooks ProAdvisor & bookkeeping
The state page: services, industries, cities and the Florida tax terms in one place.Bookkeeping services, nationally
The national engagement this page is the Florida version of — same scope, same written fixed fee.Also in Florida
Florida cities
Not sure where your file stands? Start with the free QuickBooks file review · how Florida compares: state-by-state tax quirks.
§ 07 · Around the engagement
Before you engage anyone.
Bookkeeping cost calculator
An estimate of the monthly fee from your transaction volume, accounts, and payroll — the same inputs a written scope uses.
OpenTechBrot bookkeeping pricing
What the engagement costs — the fixed-fee bands by scope, and what moves a quote up or down, before the discovery call.
OpenFlorida small-business accountant
Bookkeeping is the monthly work; this is the person who reads it back to you — what a Florida small-business accountant does beyond keeping the books current, and when you need one.
Open§ 08 · Common questions
Florida bookkeeping services questions.
What's included in Florida bookkeeping services?
Reconciliation, clean categorization to a Florida-correct chart of accounts, 6% + county surtax sales tax recorded correctly by location, service taxability handled correctly, a maintained fixed-asset schedule for the tangible personal property return, and CPA-ready monthly statements — all in your own QuickBooks file, by your TechBrot team, with every close reviewed by a Certified QuickBooks ProAdvisor.
Why does Florida bookkeeping have to be Florida-specific?
Because the 6% + county surtax must be recorded correctly by location for the return to tie, the taxability of services is a line generic bookkeepers miss entirely, the 5.5% corporate tax (for C-corps) is computed from your books, and the annual tangible personal property return needs a fixed-asset schedule. Generic bookkeeping that ignores those creates filing problems your CPA has to untangle.
Do you work in my existing QuickBooks file?
Yes — your file, your data, in QuickBooks Online or hosted Desktop, with a senior bookkeeper assigned to your file, and every close reviewed by a Certified QuickBooks ProAdvisor before it reaches you. We can set up or migrate the file if needed.
Can you clean up a messy file first?
Yes. If the file is behind, or sales tax was set to one rate instead of by county, or taxable services were mis-rated, we scope a one-time cleanup to a CPA-ready standard, then move into monthly bookkeeping so it stays clean.
How much do Florida bookkeeping services cost?
Fixed-fee against a written scope, never hourly. Monthly bookkeeping runs $500–$2,500+/mo by volume and accounts; one-time bookkeeping cleanup runs $1,200–$15,000+. Exact fee in writing within 3 business days of a free discovery call and the file information needed to quote.
Checked against the Florida Department of Revenue.
Florida businesses start here