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Small business bookkeeping: Hand the books over for good.

Every transaction categorized, every account reconciled, every month closed and reviewed by a licensed CPA. You get financials you can actually read, and your evenings back.

FL CPA License #AC626255.0 · 37 Google ReviewsMount Dora, FL · Remote nationwide

What handing it over is worth

The administrative side of your business stops being your job.

Bookkeeping is the work that never announces itself as urgent and never goes away. It takes your evenings, it takes your weekends, and in a lot of households it quietly becomes a spouse's second job. Handing it over buys that time back permanently.

The second payoff is that you can finally trust the numbers. Books that are reconciled every month and reviewed by a CPA are books you can make decisions on: whether you can afford the hire, whether that job was actually profitable, whether the margin slipped or just felt like it did.

And because I am a CPA, the books are built all year the way they need to look at year-end. There is no scramble in February to make the file usable, because it was already usable in March, and June, and October.

What I handle every month

Books kept to a CPA standard. Reconciled every month. Nothing extra to buy.

Clean books are also what makes everything else possible. My tax strategy work starts from numbers that are already right.

Every month

  • Every transaction categorized
  • Bank and credit card reconciliation
  • P&L, balance sheet, and cash flow, delivered in your portal
  • CPA review on every set of books, me, not a clerk
  • Unlimited email, ask me questions as they come up

Also included

  • Software included, no QuickBooks subscription to renew
  • Catch-up bookkeeping if you are behind, scoped as its own project
  • A CPA watching your numbers all year, books, taxes, and the decisions between
  • Tax-ready books at year-end, nothing to clean up
  • Month-to-month, 30-day cancellation

The software is included

Your books run on software I built myself.

Your books stay clean, reconciled and CPA-reviewed. I run the backend. There is no separate subscription for you to manage or renew, and the books stay yours. Your ledger exports to standard CSV any time you want it.

Powered by

Forty Two Six

My in-house platform. It connects straight to the systems where your money moves, so your financials are built from real data, not hand-keyed guesses.

See how Forty Two Six works

Connected to your bank, cards, payments & job costs

Plaid
Mercury
Stripe
Square
JobTread

Coming soon

Gusto
Soon
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A worked example

What a month actually looks like.

Say you run a twelve-person shop with two operating accounts, three cards, a line of credit, and payments landing from more than one processor. Here is the month, and how much of it involves you.

  1. All month, transactions arrive on their own.

    Your accounts, cards, and payment processors feed straight into my platform, so nothing waits on someone exporting a spreadsheet. Categorization happens against your own chart of accounts as the activity lands, not in one panicked pass at month-end.

  2. Early the next month, everything gets reconciled.

    Every account is tied to its statement balance. Processor deposits get matched back to the sales and fees that make them up, which is the step most commonly skipped and the one that decides whether your revenue number is real.

  3. Anything ambiguous comes to you in one batch.

    There is always a handful of transactions only you can identify. You get them together, in your portal, as a short list with context, instead of a stream of one-off emails across the month.

  4. I close the month and review it.

    The period gets locked so the history stops moving underneath you, and then I read it. That review is a CPA looking at your business, which is a different act from a bookkeeper confirming the columns add up.

  5. Your statements land, and I tell you what I noticed.

    P&L, balance sheet, and cash flow show up in your portal. If something in them is worth a conversation, the margin slipping, a tax move worth making before year-end, a cost quietly growing, you hear from me. That is the part you are really buying.

How the work runs

A licensed CPA on your books, not a hand-off chain.

I am Timothy LeGendre, a CPA licensed in Florida, license #AC62625. Every set of books is reviewed by a CPA every month, and at year-end the person preparing your tax return is already inside your books. There is nothing to hand over and nothing to reconstruct. I am based in Mount Dora, FL and work with clients in Sanford, Lake Mary and the rest of my Central Florida service area.

If you are weighing a bookkeeper-only setup or an online subscription, I wrote up the total annual cost of a CPA vs a bookkeeper, and a side-by-side of the S-Corp bookkeeping services. For local context, see what a CPA costs in Lake County, and if you are weighing doing it yourself, my guide to DIY bookkeeping.

Onboarding is the only part that takes real effort on your side, and it usually takes about a week. I connect your accounts, set up your chart of accounts around how your business actually works, and clean up whatever backlog exists. After that, your financials simply show up every month.

The arrangement is month-to-month with 30 days notice, and the books belong to you. If you ever leave, your ledger leaves with you as standard CSV. I would rather earn the next month than hold anyone with a contract.

In their own words

What clients say about working with me.

5.0

Based on 37 reviews

Review us on Google

Outstanding!! Tim is passionate about doing the best job possible for his clients.

Culture of Life Media

Oct 21, 2026

I came to Timothy with a last minute request to rush my tax return. He stepped up and made the whole process so easy and efficient! He also ended up getting me a return which I did not expect. Over all Tim is a real professional and great guy.

Marc Velasquez

Oct 8, 2026

I used Tim to review my 2025 taxes. He provided incredibly detailed reviews that more than paid for his service. He is friendly, knowledgeable, and professional. I am excited to finally find someone who understands the nuance of real estate taxes and who can help me accurate...

Nicole Renner

Sep 28, 2026

I contacted Tim to assist me in filing 2 years of back taxes. He was very thorough and incredible helpful. Alleviated a lot of my stress and walked me through the process. He officially filed for me within 48 hours of our meeting. I am a Federally Disabled American and c...

David Castro

Sep 16, 2026

If you are looking for the best CPA in FL, look no further than Timothy LeGendre. He doesn’t just prepare returns, he protects and positions business owners. Strategic, precise, and consistently ahead of the issues most accountants miss. The single best professional relation...

Chris Molina

Jul 31, 2026

Tim is a pleasure to work with. Good communication and with a wealth of knowledge. Keeps up to date on the changes in tax requirements and makes suggestions to save you money. We would highly recommend him. Steve and Sue Shackleton

Susan Shackleton

Jul 30, 2026

Tell me about your business.

Thirty minutes on Google Meet, no form first. I'll ask how your business runs and what shape the books are in, and you'll leave knowing exactly what I'd take off your plate.

Book a Discovery Call

Pick a time on my calendar. No obligation.

Frequently asked questions

What's the difference between a CPA and a bookkeeper?
A bookkeeper records and categorizes transactions; a Certified Public Accountant (CPA) is a state-licensed accountant who can also represent you before the IRS, sign tax returns, audit financial statements, and provide tax strategy. Bookkeepers cannot legally do those last four. I am a licensed Florida CPA whose practice also handles your monthly bookkeeping, so the books and the tax return are under one roof.
Can a CPA do my bookkeeping?
Yes. I am a Florida CPA (license #AC62625) and my practice handles monthly bookkeeping for small-business clients, with a licensed CPA signing off on every close. Most CPA firms delegate bookkeeping to a junior staff member or refuse it entirely. I built my practice around doing both, because your tax return should come from the practice that built the books it is based on.
Do I need both a CPA and a bookkeeper?
Usually no. Hiring a separate monthly bookkeeper and an annual CPA typically runs $400 to $900 per month for the bookkeeping side alone, plus a tax return on top, and leaves a hand-off gap at year-end where deductions and planning opportunities get missed. My practice handles the monthly bookkeeping with CPA review built in and prepares your tax return at year-end. Both sides sit under one roof, scoped on a discovery call.
Is it cheaper to hire a CPA for bookkeeping?
Often yes. A bookkeeper-only service runs $200 to $500 per month, and a CPA then charges $800 or more at tax time to clean up the books before filing. I combine both roles in one engagement, software included, and the year-end cleanup bill never exists because I am already inside your books all year. Book a discovery call and I will walk you through what the engagement would look like.
Should I hire a bookkeeper or a CPA?
Most small businesses do not need both. A bookkeeper alone misses tax planning and cannot represent you before the IRS; a CPA without their hand in the books is reacting to numbers they did not build. If you are trying to decide whether to hire a bookkeeper, the better question is whether you can hire a CPA who also does the bookkeeping, broader scope, no year-end hand-off.
Do you offer bookkeeping services near me?
I am based in Mount Dora, FL and work with small businesses across Central Florida, Sanford, Lake Mary, Altamonte Springs, Longwood, Tavares, Leesburg, Apopka, Groveland, and The Villages, plus remote clients nationwide. Everything runs through a secure client portal, so distance is never a barrier.
What bookkeeping software do you use?
I run client books on Forty Two Six, my in-house bookkeeping platform built specifically for CPA-managed engagements. You do not pay a separate QuickBooks subscription, and you get clean, reconciled financial statements every month. If you have an existing QuickBooks file you would prefer to keep, I can also work in that.
How much does your bookkeeping service cost?
Every engagement is scoped to the transaction volume, the number of accounts, and whether payroll is included, with no long-term contracts. Book a discovery call at timcpa.com/contact and I will walk you through what the engagement would look like. Catch-up bookkeeping is scoped up front after a look at your accounts.
What's included in monthly bookkeeping?
Daily transaction categorization, bank and credit card reconciliation, monthly Profit & Loss, Balance Sheet, and Cash Flow statements, in-house bookkeeping software, and ongoing CPA review, all run to a licensed Florida CPA standard. Year-round tax planning is part of working with me monthly, not an add-on.
What makes this different from outsourced or app-based bookkeeping?
Every engagement is run to a licensed CPA standard. This is not an app that auto-categorizes without context. Because I handle both your books and your taxes, I catch deductions and planning opportunities bookkeeper-only services miss.
Do you offer catch-up bookkeeping?
Yes. If you are months or years behind, I clean up and reconcile historical records, scoped up front after a look at your accounts. Once current, we can transition to monthly service.

Timothy LeGendre CPA LLC | Florida CPA License #AC62625 (firm #AD72267) | Mount Dora, FL | (407) 417-1064 | Contact