Business Details
19 Years
experience
Trusted Accounting Services for Small Businesses
We are a dedicated accounting practice serving small businesses and business owners in Central Florida. Our approach recognizes that small businesses face unique challenges requiring tailored solutions rather than scaled-down versions of corporate services. With over 15 years of combined public accounting and QuickBooks expertise, we focus on delivering personalized tax strategies, payroll management, and bookkeeping solutions that align with each client's specific needs. Our team combines professional certifications with real-world small business experience, including firsthand ownership of a commercial HVAC company.We prioritize proactive tax planning to help clients make informed decisions before year-end, while our QuickBooks specialists ensure accurate financial tracking through customized system setups and comprehensive training programs. Our services are designed to minimize administrative burdens, allowing business owners to concentrate on growth while maintaining compliance with evolving tax regulations.
Services
Tax Preparation
Tax Planning
Payroll Processing
Bookkeeping Services
QuickBooks Setup
QuickBooks Training
Details
- Year established: 2007
Highlights and features
- 15+ years of combined accounting and QuickBooks expertise
- Personalized solutions tailored to small business needs
- Proactive tax planning to minimize liabilities
- Certified QuickBooks ProAdvisor on staff
- Local focus serving Central Florida businesses
Associations and certifications
- CPA
- QuickBooks ProAdvisor
Services
Tax Preparation
We provide comprehensive tax preparation for corporations, partnerships, sole proprietorships, and individuals. Our services include deadline reminders and tailored solutions for business owners facing complex tax obligations. Our proactive approach ensures compliance while optimizing tax positions through year-round planning strategies.
Payroll Processing
Full-service payroll management includes quarterly tax returns, W-2 preparation, and tax deposit payments. We handle payroll processing frequencies from weekly to monthly while ensuring compliance with evolving tax regulations. Our QuickBooks integration streamlines payroll accounting for businesses of all sizes.
QuickBooks Setup
Our certified ProAdvisor specialists configure QuickBooks systems tailored to business needs. We analyze operational requirements during initial consultations and develop customized setup plans within client budgets. Services include chart of accounts configuration, inventory tracking, and multi-user environment optimization for both desktop and online versions.
Bookkeeping Services
Customizable monthly to annual bookkeeping packages work with QuickBooks desktop and online versions. Our real-time entry system reduces year-end adjustments while educating clients to improve in-house capabilities. Optional controller-level services provide advanced financial oversight for growing businesses.
Tax Planning
Proactive tax planning identifies year-end liability reduction opportunities through strategic business decisions. We analyze unique tax situations to create implementation roadmaps that prevent surprises at filing time. Services include entity structure evaluation, expense timing strategies, and long-term tax optimization planning for small business owners.
People
Kellie M. Deitrick
Certified Public Accountant
CPA and QuickBooks ProAdvisor with 15+ years public accounting experience. Former small business owner with HVAC industry expertise. Holds BS in Finance from University of Florida and MAcc from University of South Florida.
Gretchen Johnson
Financial Services Professional
26-year financial services veteran with corporate relocation experience. Holds BS in Business Administration from Florida Southern College. Specializes in client-focused financial solutions and local market expertise in Central Florida.
Tina Staples
Bookkeeper
Director of finance with international franchisor experience. Certified QuickBooks and Microsoft Office specialist. Performance-driven professional with 2015-present bookkeeping expertise for small businesses in multiple industries.
Questions
What accounting software do you support?
We specialize in QuickBooks desktop and online versions, offering setup, training, and integration services for both platforms.
Do you handle payroll tax filings?
Yes, we prepare quarterly payroll tax returns and annual W-2 forms while managing tax deposit payments for businesses.
How do you help with tax planning?
We analyze your business situation to create year-round tax strategies that reduce liabilities and prevent surprises at filing time.
What tax services do you offer?
We provide corporate, partnership, Schedule C, and individual tax preparation with proactive planning for small business owners.
Can you train our staff on QuickBooks?
Yes, we offer personalized on-site, remote, and group training sessions to ensure accurate system usage and financial reporting.
