Lake Mary bookkeeping from a licensed Florida CPA. Monthly bookkeeping from $500/mo, software included, no QuickBooks. Done by a CPA, not a mill.
CPA-managed monthly bookkeeping for Lake Mary small businesses and professional services firms, starting at $500 per month flat. Every transaction categorized, every account reconciled, three financial statements — Profit & Loss, Balance Sheet, Cash Flow — delivered to your client portal between the 10th and 15th. A licensed Florida CPA (#AC62625) reviews every close. No QuickBooks subscription, no setup fees, no long-term contract. Tax return quoted separately.
Daily transaction categorization via Plaid bank feeds, monthly reconciliation of every bank, credit card, merchant processor, loan, and line of credit account, three financial statements delivered to your secure client portal with multi-user access for partners or ops staff, and CPA review of every close. Books run on Forty Two Six — my in-house bookkeeping platform — so there is no separate QuickBooks subscription.
Lake Mary consulting firms with anchor clients like Deloitte, AAA, or Verizon have long payment cycles, big invoices, and 1099 contractor expense — books need to reflect deferred revenue and contractor liability accurately, or the P&L lies to you. I build the chart of accounts around what your business actually looks like. For the broader Lake Mary story including tax preparation and year-round planning, see /locations/lake-mary.
Last reviewed: 2026-05-25
Timothy LeGendre CPA LLC | Florida CPA License #AC62625 (firm #AD72267) | Mount Dora, FL | (407) 417-1064 | Contact
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