West Palm Beach bookkeeper & QuickBooks accountant.

TechBrot provides Certified QuickBooks ProAdvisor bookkeeping for West Palm Beach businesses — monthly bookkeeping, cleanup, and QuickBooks management by a named bookkeeper on the same file every month. Florida has no state personal income tax (C-corporations pay a 5.5% corporate income tax; pass-throughs are generally exempt) and no franchise/margin tax — and that absence of an income tax is one reason hedge funds, private equity, family offices, and wealth managers have relocated to Palm Beach County, much of it from the Northeast, earning West Palm Beach the nickname “Wall Street South.” So what shapes the books is that economy: investment management and fund administration, family offices, professional services (law, accounting, advisory), and luxury real estate serving Palm Beach island wealth. The distinctive accounting is multi-entity, management-company-vs-fund, and partnership/LLC structures with partner and owner distributions tracked — on a records-only basis; we never hold, control, or disburse client, investor, or escrow funds. The Florida stack: the 6% sales tax plus the Palm Beach County surtax (about 7%), the tangible personal property (DR-405) return on business equipment, the 5.5% corporate income tax on C-corps, and reemployment tax. We build awareness of all of it into your books, keep them CPA-ready, and coordinate with your CPA, who files. Fixed-fee against a written scope ($400–$2,500+/mo monthly; cleanup $1,500–$15,000+). Delivered remotely on QuickBooks Online or hosted Desktop. Independent firm — not affiliated with Intuit Inc.; does not file Florida taxes.

West Palm Beach is a finance and wealth-management economy — nicknamed “Wall Street South” — built on investment management, family offices, professional services, and luxury real estate, and that, on top of Florida’s tax stack, is what shapes its books. Florida has no state personal income tax, though C-corporations pay a 5.5% corporate income tax.

The defining work spans investment management and fund administration (multi-entity, management-company-vs-fund, partnership/LLC books with partner and owner distributions — records only, never holding investor funds), family offices serving high-net-worth households, professional services (law, accounting, advisory) where project and matter profitability rule, and luxury real estate (Palm Beach island wealth) with brokerage/development multi-entity ledgers and trust records.

The relocation story is real: Florida’s no state personal income tax is one reason hedge funds, private equity, and family offices have moved to Palm Beach County, much of it from the Northeast — though any relocation or entity decision is a question for your CPA or attorney, not bookkeeping. The Florida tax stack still has to be right: 6% sales tax plus the Palm Beach County surtax (about 7%), the annual tangible personal property (DR-405) return on business equipment (with a $25,000 exemption), the 5.5% corporate income tax on C-corps, and reemployment tax. We put a named bookkeeper on your file who handles multi-entity reconciliation, distribution tracking, and the Florida positions cleanly — with the filings left to your CPA.

The result: books that reflect how a West Palm Beach business actually runs — management-company and fund books separated, partner distributions tracked, professional-services matters costed, luxury-real-estate entities and trust records clean, sales tax handled — reconciled monthly and handed to your CPA CPA-ready.

Running a fund, a family office, or a multi-entity real-estate group, the value isn’t categorizing a transaction — it’s knowing your management-company and fund books are separated, your partner and owner distributions reconcile, your trust records are clean, your fixed assets are ready for the TPP return, and your sales tax is handled. That judgment is what a named West Palm Beach bookkeeper brings, and what fractional-CFO advisory extends once the books are clean — always on a records-only basis, never holding client or investor funds.