Bookkeeping for Professional
& Service-Based Businesses
Clean P&Ls, quarterly tax planning, and cash flow management built around how service businesses actually work — project billing, retainers, and variable monthly revenue.
Book a Free ConsultationThe Financial Challenges We Solve for Professional & Service Businesses
Revenue Recognition
Retainers, project milestones, and upfront deposits each need to be recognized correctly. We set up your books so revenue is reported when it's earned, not just when it hits your bank.
Project vs. Overhead Costs
Understanding which costs are tied to client delivery and which are overhead is critical for pricing decisions. We track both separately.
Quarterly Estimated Taxes
Service business owners are often hit hardest by self-employment tax. We calculate quarterly estimates based on actual YTD performance — not last year's numbers.
Entity Structure Optimization
Many service business owners are operating as sole props or single-member LLCs when an S-Corp election would save them thousands in SE tax. We run the numbers.
Accounts Receivable Tracking
Slow-paying clients kill cash flow. We keep your AR aged and current so you know exactly who owes you what — and when to follow up.
Year-End Tax Deductions
Home office, vehicle use, software subscriptions, professional development — service businesses have deductions that often go unclaimed. We catch them all.
More Than a Bookkeeper — A Federally authorized Enrolled Agent
Most bookkeepers record transactions and hand you a report. Simple Books Now does that — and more. Our Licensed EA can represent you before the IRS, file your business and personal tax returns, and negotiate payment plans — with year-round tax strategy built in.
For a professional & service businesses owner, that means one professional who knows your industry's numbers and handles your complete financial picture. No coordinating between vendors who barely talk to each other. No gaps.
- Licensed by the IRS — can represent you in audits, collections, and appeals
- Combines bookkeeping + tax strategy in one engagement
- Direct access to Luisa — no junior staff handling your account
- Flat monthly rate — no hourly billing or surprise invoices
- Works with clients in all 50 states
- Books delivered by the 15th of each month
- Year-round availability, not just at tax time
Everything We Handle for Your Business
Bookkeeping
Monthly reconciliation, clean financials, and reports delivered every month without you having to ask.
Learn more →Tax Consulting
Year-round tax strategy, quarterly planning, and return preparation — not just scrambling in April.
Learn more →Tax Resolution
IRS notices, back taxes, audits, and payment plans — handled directly by our Licensed EA — so you don't have to deal with the IRS.
Learn more →Payroll
Payroll processing, tax deposits, 941 filings, and W-2s — accurate and on time, every time.
Learn more →Sales Tax
Florida sales tax filing, multi-state compliance, and audit defense — managed so you never miss a deadline.
Learn more →Catch-Up Bookkeeping
Behind on your books? We'll clean it up fast, accurately, and at a fixed project price.
Learn more →Professional & Service Businesses Bookkeeping FAQ
Yes, if you use a dedicated space exclusively for business. The home office deduction is one of the most valuable deductions for service business owners and one of the most frequently missed. We calculate it correctly and document it properly.
If you use your personal vehicle for business, yes — vehicle deductions require either actual expense tracking or mileage logging. We'll set up the right method for your situation and make sure it's documented for a potential audit.
Yes. Any contractor you pay $600 or more in a year requires a 1099-NEC. We track contractor payments throughout the year and handle year-end filing so you're never scrambling in January.
The general rule of thumb is around $50,000+ in net profit, but it depends on your specific situation. We'll run a side-by-side comparison for your numbers before making a recommendation.
Yes. For sole proprietors and single-member LLCs, business and personal taxes are filed together on Schedule C. For S-Corps and partnerships, we handle the business return and can prepare your personal return as well.
Ready to Get Your Professional & Service Businesses Books in Order?
Book a free 30-minute consultation. She knows your industry's numbers and will tell you exactly what your engagement would look like.
Book a Free ConsultationNo obligation · Flat monthly rate · Palm Coast, FL & Nationwide