Question 1

What's included in your monthly bookkeeping for Mount Dora businesses?

Accepted Answer

Every month I categorize every transaction, reconcile every bank and credit card account, and deliver a Profit & Loss, Balance Sheet, and Cash Flow statement to your client portal by mid-month. Plaid bank connections sync nightly so most of the work is done before month-end. I review every set of books as the CPA on file before they ship.

Question 2

How long does it take to onboard a Mount Dora business?

Accepted Answer

Most onboardings finish inside seven days. I connect your business bank, credit card, and merchant processor accounts, build a chart of accounts that fits your operation, and clean up any backlog. Catch-up work is quoted flat-fee, never hourly.

Question 3

Do I need a QuickBooks subscription if I work with you?

Accepted Answer

No. Your books run on Forty Two Six, my in-house bookkeeping platform. There is no QuickBooks fee on your monthly bill, no separate app to log into, no QBO version-upgrade upsells. Everything lives in your client portal.

Question 4

How do I switch from QuickBooks, Bench, Pilot, or another bookkeeper?

Accepted Answer

I handle the migration. You introduce me to your current bookkeeper or hand over QuickBooks access, I pull a clean opening balance, rebuild the chart of accounts on Forty Two Six, and reconcile from there. Most switches finish inside two weeks with zero disruption to your operations.

Question 5

Can I see my Mount Dora business financials in real time?

Accepted Answer

Yes. Your portal shows P&L, Balance Sheet, Cash Flow, and expense breakdowns updated as transactions sync. You can pull a report on day 18 of the month if you want — not just when I send a PDF at month-end.

Question 6

Who actually does the work — you or an offshore bookkeeper?

Accepted Answer

Me. I am a Florida CPA (license #AC62625) and I do every set of books myself. No offshore data-entry team, no bookkeeping mill, no junior staff. One CPA on your books all year, and the same person on your tax return at year-end.

Question 7

Does Mount Dora bookkeeping include the tax return?

Accepted Answer

No — bookkeeping is $500 per month and stays bookkeeping-only. The tax return is quoted separately so you only pay for what you use. For the full picture of how I handle tax preparation alongside the books for Mount Dora businesses, see my full Mount Dora services page at /locations/mount-dora.