West Palm Beach bookkeeping — multi-entity fund and family-office back-office books.
QuickBooks ProAdvisor bookkeeping for West Palm Beach businesses — built around the finance, wealth-management, and luxury-real-estate economy of “Wall Street South,” with multi-entity fund and family-office back-office books, Florida’s no-income-tax structure, the ~7% sales tax, and the tangible personal property return handled. A senior bookkeeper assigned to your file, and every close reviewed by a Certified QuickBooks ProAdvisor before it reaches you, kept CPA-ready for your CPA to file.
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.
West Palm Beach bookkeeping from TechBrot is built for “Wall Street South”: fund administration, management-company versus fund books, family offices, professional firms and luxury real estate, kept entity by entity in your own QuickBooks file. Palm Beach County’s surtax makes combined sales tax about 7%; monthly bookkeeping runs $500–$2,500+/mo.
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.
Why West Palm Beach books are different.
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 your senior 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.
West Palm Beach areas we serve.
- Downtown & Clematis Street
- · Finance, professional services & advisory
- Flagler waterfront district
- · Investment management, family offices & wealth managers
- CityPlace / Rosemary Square
- · Professional services, hospitality & small business
- Palm Beach island
- · Luxury real estate, high-net-worth households & family offices
- Boca Raton & Jupiter
- · Wealth management, professional services & corporate offices
- All of Palm Beach County
- · Delivered remotely on QuickBooks — location doesn’t change the service
West Palm Beach’s tax stack, at a glance.
Industry-specific bookkeeping for West Palm Beach businesses.
- Investment management & funds· hedge funds, PE & asset managers — management-company-vs-fund and partnership/LLC books, partner distributions (records only)
- Family offices· high-net-worth households — multi-entity ledgers, owner distributions, and consolidated reporting (records only, never holding funds)
- Professional services· law, accounting & advisory firms — matter and project profitability, partner draws, and clean controls
- Luxury real estate· Palm Beach island brokerages, developers & investors — multi-entity ledgers and trust records (records only)
- Wealth & financial advisory· RIAs and advisors — reconciliation discipline, controls, and clean books for partners and regulators
- Technology & SaaS· deferred-revenue recognition, MRR/ARR, and Florida sales-tax treatment
Complete bookkeeping, West Palm Beach-aware.
Monthly bookkeeping
Reconciled accounts, a clean chart of accounts, and monthly statements — with multi-entity structure, fixed assets tracked for the TPP return, and Florida sales tax reconciled.Monthly bookkeepingFund / multi-entity cleanup
Fund, family-office, and real-estate books need management-company-vs-fund separation and clean entity structure. We get the file CPA-ready, then keep it clean — records only, never holding funds.Bookkeeping cleanupQuickBooks management
Setup, cleanup, and ongoing management in QuickBooks Online or hosted Desktop — with multi-entity, distribution, and fixed-asset structure where needed.QuickBooks OnlineSales- & TPP-ready books
Books structured so your CPA can file Florida sales tax and the DR-405 tangible personal property return accurately, with fixed assets clean.Sales tax complianceAutomation handles the data entry. We handle the judgment.
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 your senior bookkeeper brings, working in your own QuickBooks file with every close reviewed by a Certified QuickBooks ProAdvisor against TechBrot’s written close standard, and what fractional-CFO advisory extends once the books are clean — always on a records-only basis, never holding client or investor funds.
Checked against the Florida Department of Revenue and Palm Beach County.
Florida services, delivered remotely.
Florida services
Each engagement below is written for Florida’s own rules and delivered inside your own QuickBooks file. The Florida page has the full picture.Searching for a QuickBooks ProAdvisor near me in West Palm Beach? TechBrot works remotely, inside your own QuickBooks file, so distance does not change the work.
By industry: Saas · Not sure where your file stands? Start with the free QuickBooks file review · moving off Desktop? QuickBooks Desktop to Online migration · state-by-state tax quirks.
West Palm Beach bookkeeping questions.
Do you handle hedge funds, private equity, and family offices?
Yes — West Palm Beach is a relocation magnet for them. The work is multi-entity back-office bookkeeping — separating management-company books from fund books, partnership and LLC structures, and tracking partner and owner distributions. We do this on a records-only basis: we keep books, track, and reconcile, but we never hold, control, or disburse client or investor funds. Audit-level fund administration and the tax positions stay with your CPA and fund administrator, whom we coordinate with.
Do you ever hold our client or investor funds?
No — never. We are a bookkeeping firm: we keep books, track, and reconcile, and we keep records of distributions, trust balances, and escrow as the books require. We do not hold, control, or disburse client, investor, or escrow funds at any point. Custody of funds stays with your bank, custodian, fund administrator, or escrow agent, and tax filing and representation stay with your CPA.
Do you handle luxury real estate and Palm Beach island brokerages?
Yes — Palm Beach island and West Palm Beach luxury real estate runs on brokerages, developers, and investors with multi-entity ledgers and trust records. We keep the entity books clean and the trust records reconciled on a records-only basis; we do not hold or disburse escrow or trust funds, and the tax positions stay with your CPA, whom we coordinate with.
Do you file my Florida taxes?
No. TechBrot is a bookkeeping and QuickBooks firm. We keep your books accurate, reconcile your accounts, track sales tax and fixed assets, and hand your CPA CPA-ready statements — but we do not file Florida sales, corporate-income, reemployment, or tangible-personal-property (DR-405) returns, and we do not represent you before the Florida DOR or IRS. Your CPA or EA computes and files; we make sure the books behind those filings are right.
Do I need a bookkeeper based in my state?
No. QuickBooks Online work happens in your own file, so it does not depend on where the bookkeeper sits. TechBrot works remotely and has no local office. What matters is that the books follow your state’s sales-tax, payroll and entity rules, and your CPA or EA files the returns.
Book a West Palm Beach discovery call.
Tell us where the books stand. We’ll tell you which engagement fits, if any.
Or send the details instead