Question 1

What does monthly bookkeeping cover for Sanford businesses?

Accepted Answer

Every transaction categorized, every account reconciled to the statement, and three financial statements — Profit & Loss, Balance Sheet, and Cash Flow — delivered to your client portal by mid-month. Plaid connections sync transactions nightly. A licensed Florida CPA reviews every set of books before they ship.

Question 2

How fast can a Sanford business be fully onboarded?

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 (downtown retail looks different from a SunRail-corridor service company), and clean up any backlog. Catch-up work is quoted flat-fee up front.

Question 3

Will I still need to pay for QuickBooks?

Accepted Answer

No. Your books run on Forty Two Six, a bookkeeping platform I built in-house. No QuickBooks subscription, no QBO renewal upsells, no separate login. Everything lives in your client portal and your financials are accessible from any device.

Question 4

I already use Bench, Pilot, or a local Sanford bookkeeper — how do I switch?

Accepted Answer

I run the migration. You introduce me to your current setup, I pull a clean opening balance, rebuild the chart of accounts in Forty Two Six, and reconcile forward. Most Sanford switches finish in under two weeks — you keep operating, I do the file work in the background.

Question 5

Can I check my P&L in the middle of the month?

Accepted Answer

Yes. Your portal shows the current-month financials updated as transactions sync. If you want to know what cash flow looks like on the 17th — pull the report. You do not have to wait for a PDF.

Question 6

Are my Sanford books done by you, or handed off to staff?

Accepted Answer

Me. I am a Florida CPA (license #AC62625) and I close every set of books myself — no offshore data-entry team, no bookkeeping mill, no junior staff. The same person handling your monthly bookkeeping is the person who will sign your tax return.

Question 7

Does Sanford bookkeeping include the tax return?

Accepted Answer

No — bookkeeping is $500 per month and stays bookkeeping-only. The tax return is quoted separately. For the full picture of how I handle tax preparation alongside the books for Sanford businesses, see my full Sanford services page at /locations/sanford.