Business Details
Trusted Accounting Services for Small Businesses in Florida
Founded to address the financial challenges faced by small and medium business owners, Bookkeeping Geeks provides comprehensive bookkeeping, tax strategy, and outsourced CFO services. Our mission is to empower entrepreneurs with accurate financial insights, enabling them to focus on growth while minimizing tax liabilities. Certified in Xero and QuickBooks ProAdvisor, our team delivers remote, reliable, and responsive financial solutions tailored to diverse industries. With a client-centric approach, we combine technical expertise with personalized support to ensure businesses achieve profitability, scalability, and long-term success.
Services
Bookkeeping
Tax Strategy
CFO Services
Payroll Management
Financial Reporting
Budgeting
Accounts Payable/Receivable
Highlights and features
- 100% remote, reliable, and responsive bookkeeping services
- Strategic financial guidance beyond basic bookkeeping
- Certified Xero and QuickBooks ProAdvisor professionals
- Proven tax strategies saving clients thousands annually
- Industry-specific expertise across diverse sectors
Associations and certifications
- Xero Certified
- QuickBooks ProAdvisor
- BBB Accredited
What people say
Knowledgeable professionals
Great communicator
Second to none attention to detail
Highly detailed and talented
Enabled business growth
Services
Bookkeeping
Accurate bookkeeping ensures your business maintains clear records of transactions, expenses, and revenues. Our team categorizes, reconciles, and reports financial data to provide real-time insights, supporting informed decision-making and compliance. Clients benefit from reduced errors and enhanced financial transparency.
Tax Strategy
Proactive tax strategies minimize liabilities while ensuring compliance. We analyze financial patterns to identify legal deductions, credits, and year-round planning opportunities. Clients save thousands annually through customized tax-saving frameworks aligned with their business goals and industry-specific regulations.
Outsourced CFO
Outsourced CFO services deliver strategic financial leadership to scale businesses. We offer cash flow forecasting, profitability analysis, and growth-focused planning. Clients gain access to executive-level expertise without the cost of a full-time CFO, enabling data-driven decisions for long-term success.
Payroll Management
Comprehensive payroll management ensures accurate and timely employee payments and tax filings. We handle pay calculations, deductions, and reporting, reducing administrative burdens. Clients enjoy compliance assurance and seamless integration with accounting systems like QuickBooks and Xero.
Financial Reporting
Custom financial reports provide actionable insights into business performance. We prepare balance sheets, income statements, and cash flow analyses tailored to client needs. Transparent reporting helps businesses track KPIs, assess profitability, and make strategic adjustments for sustained growth.
People
Dorothy Harvey
Founder
Dorothy Harvey is a certified Xero and QuickBooks ProAdvisor with extensive experience in bookkeeping and financial strategy. She founded Bookkeeping Geeks to help small businesses achieve financial clarity and growth through meticulous service and expert guidance.
Questions
What bookkeeping services do you offer for small businesses?
We provide full-cycle bookkeeping, including transaction recording, bank reconciliations, accounts payable/receivable, and financial reporting tailored to small business needs.
Are your bookkeepers certified?
Yes, our team includes Xero Certified and QuickBooks ProAdvisor professionals, ensuring expertise in industry-standard accounting software and practices.
How do you help businesses save on taxes?
We implement year-round tax strategies, identifying deductions and credits to legally reduce liabilities while aligning with long-term business objectives.
Do you serve businesses outside Florida?
Yes, our services are available nationwide across the United States, supporting diverse industries remotely.
What is included in your outsourced CFO services?
Our CFO services cover cash flow forecasting, profitability analysis, budgeting, and strategic financial planning to drive business scalability and growth.
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