Shea Business Solutions does flat-rate monthly bookkeeping for small businesses across Orlando, FL. You get a fixed monthly price, quoted before any work starts, handled by a QuickBooks Level 2 ProAdvisor who answers the same business day.
The number does not move because your accountant had a busy week. That is the whole point of flat rate.
Monthly bookkeeping starts at $200 per month and scales with transaction volume and complexity. A one-location service business with a couple hundred transactions pays less than a restaurant running thousands of card swipes a month. Either way, you see the price up front and it holds.
Why a Flat Monthly Fee Works Better
Hourly billing punishes you for having messy books, which is exactly when you need help most. Every question you ask starts a clock.
With a flat monthly fee, the incentive flips: we want your file clean and efficient, and you can call or text without watching a timer. One price, stated once, on the pricing section of the main site.
What Your Monthly Bookkeeping Includes
- Transaction categorization. Every transaction coded correctly, not left to the bank feed’s guesses.
- Bank and credit card reconciliations. Monthly reconciliations that catch duplicates, bank errors, and fraud before they compound.
- Financial reports you can read. A profit and loss statement and balance sheet every month, built so the numbers answer real questions.
- Same-business-day answers. Ask any owner who has waited nine days for their accountant to reply in March why this matters.
Payroll processing and tax preparation are available alongside your bookkeeping when you need them, at $100 per month and from $90 per return. Many owners bundle bookkeeping with year-end tax prep so nothing falls through the crack between the two.
Built for Startups and Growing Orlando Businesses
A new business does not need a full-time bookkeeper, and it definitely does not need to find out in April that the books have been wrong since January. Flat-rate bookkeeping gives a startup clean financials from the first month at a price that fits a small operation.
It also gives a lender something to trust. A Lake Nona fitness studio we work with used verified monthly statements to secure a $75,000 expansion loan, something messy books would never have supported.
Retail and restaurants get the same flat treatment, with attention to the traps specific to card-heavy businesses: net point-of-sale deposits, merchant fees that hide inside them, and undeposited funds that quietly double-count income. We cover those in detail in our post on bookkeeping mistakes Orlando small businesses make.
Already Behind? Start With Catch-Up
If your books are months or years behind, monthly service is step two. First we get you current.
That is a separate flat-quoted project covered on our catch-up bookkeeping page, and once the file is caught up, you roll into flat monthly bookkeeping from there. For a fuller breakdown of what bookkeeping costs and what drives the price, read our guide to bookkeeping costs for Orlando small businesses.
How the Monthly Close Actually Runs
Everything operates in QuickBooks Online. Bank and card feeds connect directly, so transactions arrive on their own and nothing waits on a shoebox handoff. Through the month the feed gets coded, and anything ambiguous goes on a short list.
At month end we reconcile every account against its statement, run down whatever the bank feed guessed wrong, and close the period. You get your profit and loss and balance sheet with a plain-English note about anything unusual: a duplicate charge, a vendor price jump, a margin that moved.
What those two reports each answer, and what a lender looks for when you hand them over, is covered on the financial statement preparation page.
If something in the numbers needs a decision from you, it comes as one batched message, not a drip of emails through the month. Your own questions get answered the same business day. The response standard has a page of its own, including the questions worth asking any firm before you hire it.
Year end stops being an event when the closes have been clean all year. The file is already reconciled through December, so tax preparation starts from numbers that are already right, whether we prepare the return or your CPA does.
Nobody spends January reconstructing anything. Clients who bundle bookkeeping with year-end tax prep hand off nothing at all, because the books flow straight into the return.
Switching From DIY or Another Bookkeeper
Moving to flat-rate service does not require the old arrangement to end gracefully. If you have been doing the books yourself, we review the file in the free consultation, quote any cleanup as its own flat project, and take over the monthly close from there. If another bookkeeper has the file, accountant access transfers in minutes and prior months stay intact.
Books that were never in QuickBooks begin with a QuickBooks setup engagement so the chart of accounts fits how the business actually runs. In every case the sequence is the same: free consultation, written flat quote, then monthly service begins on a file we trust. Nothing gets billed until the price is agreed in writing.
Still comparing options? Our guide to what bookkeeping costs in Orlando breaks down every pricing model and the questions to ask before you sign with anyone, including us.
Want a flat quote on your books? Call, or use the form at the top of this page. Every message gets a same-business-day answer.
Frequently Asked Questions
How much does flat-rate bookkeeping cost in Orlando?
Monthly bookkeeping starts at $200 per month and scales with your transaction volume and complexity. You get the exact price quoted before any work begins, and it stays fixed.
What does the monthly fee include?
Transaction categorization, monthly bank and credit card reconciliations, and a profit and loss statement plus balance sheet each month, with same-business-day answers to your questions.
Is there a free consultation?
Yes. The first conversation is a free consultation by phone or video about your business and where the books stand. You get a clear scope and a flat price before anything starts.
Can I add payroll and taxes?
Yes. Payroll processing starts at $100 per month and tax preparation from $90 per return. Many clients bundle both with monthly bookkeeping.
