- 305fenixgroup@gmail.com
- (305) 522-8182
- Mon–Fri: 9:30 AM–6 PM | Sat: 10 AM–6 PM | Sun: Closed
Give each business record a clear place.
BOOKKEEPING OPTIONS
Use these options to explain where you want help.
Support may also be discussed for different business types and remote or outsourced bookkeeping. Confirm how records will be shared and how questions will be handled.
Confirm the tasks you want included before choosing a service schedule.
Ask about ongoing bookkeeping, income and expense tracking, and bank reconciliation. Confirm whether a weekly, monthly, or quarterly schedule fits your records.
Catch-up bookkeeping addresses periods left unfinished. Tell us when the books were last updated and which statements or receipts are missing.
Ask about accounts payable, accounts receivable, billing, and invoicing. These records help track unpaid bills and money customers still owe.
Discuss financial statements, cash flow reports, inventory bookkeeping, and year-end records. Agree on which reports will be prepared and which period they will cover.
Ask about QuickBooks setup and support, Xero bookkeeping, training, or moving records between supported systems. Confirm your software version and the work needed.
Payroll processing and business-issued 1099 forms are available to discuss. Confirm the records, deadlines, and tasks included before adding them to your bookkeeping work.
YOUR BOOKKEEPING DELIVERABLES
A clear service agreement should name the tasks and reports included.
Depending on your scope, the work may include:
Sales and expense entries grouped by type.
Bank and credit card accounts checked against statements.
A list of transactions that need your explanation.
Updated customer or supplier balances.
A profit and loss report and balance sheet.
Records prepared for your year-end tax review.
Agree on who supplies documents and answers questions. Also confirm when reports are expected.
Bookkeeping and tax preparation are separate services. If you also need a business return, review our Small Business Tax Returns service and ask for that work to be listed in the quote.
Start with the periods and accounts that need work. Then gather the documents behind the numbers:
Arrange how records will be shared with our team before sending financial documents.
A payment processor deposit may be smaller than the sale because of fees or refunds. Keep the sales and payout reports so both can be checked.
Flag money you put into the business, money you took out, and transfers between accounts. Explain any personal purchases paid through a business account.
A bank feed helps collect transactions. Receipts and other source records still matter.
South Florida storms can interrupt access to office files, computers, and paper receipts.
Keep a secure backup away from the original records. Check that you can open it. Save copies of bank statements and sales reports before you need them.
After damage, record which files are missing. Request copies from banks, suppliers, and payment providers. Keep insurance statements and repair or replacement receipts for review.
A closed office does not by itself prove that a tax deadline changed. Check any relief notice that applies to your business.
The IRS recommends separate backups and records of business equipment as part of disaster planning.
SERVICE SCOPE AND FREQUENCY
The cost depends on record volume, missing information, account count, and the work requested. Agree on the tasks and schedule before work begins.
Step 1
Tell us your business type, software, number of accounts, and the months that need work. Explain whether records are current or overdue.
Step 2
The cost depends on record volume, missing information, account count, and the work requested. Ask whether setup, cleanup, payroll, contractor forms, or tax preparation are separate.
Step 3
Agree on the service frequency, document handoff, and reports you will receive. Ask how changes to the scope will be handled.
For software access, arrange user permissions with the team. Keep passwords, tax IDs, and bank details out of your first inquiry.
Clear records help explain each payment.
CITY, COUNTY, AND STATE RECORDS
Keep applications, renewal notices, payment receipts, and tax records with the business files. Rules depend on the location and the tax involved.
For a business located in Hialeah Gardens, check the city’s Local Business Tax Receipt and Certificate of Use requirements. Keep your applications, renewal notices, and payment receipts with the business files. If your business operates in Hialeah, Miami Lakes, or Miami, check the rules for that location.
Miami-Dade businesses may also need county records. A county receipt does not replace a city requirement. Match each payment to the office that issued it.
If you collect Florida sales tax, keep sales reports, tax collected, return copies, and payment confirmations together. Keep resale or exemption documents when they apply. Florida generally requires records supporting reported transactions for at least three years from the filing date or required filing date, whichever is later. Longer periods can apply. That is not a rule to discard every business record after three years. Federal record periods also depend on the record. The IRS says employment tax records must be kept for at least four years. Confirm your retention needs before deleting files.
Visit 305 Fenix Taxes • Immigration at:
8003 NW 95th St Unit 5
Hialeah Gardens, FL 33016
Office hours:
Monday–Friday: 9:30 AM–6:00 PM.
Saturday: 10:00 AM–6:00 PM.
Sunday: Closed.
We serve business owners in Hialeah Gardens, Hialeah, Miami Lakes, and Miami from this office.
Before your visit, confirm your appointment and which records to bring. For remote bookkeeping, ask about availability and the document-sharing process.
When booking, write “Bookkeeping” and the periods you need help with. Leave full financial documents out of the booking note.
BOOKKEEPING SUPPORT NEAR YOU
We serve business owners in Hialeah Gardens, Hialeah, Miami Lakes, and Miami from our Hialeah Gardens office. Get help in English or Spanish.
Office visits take place at 8003 NW 95th St Unit 5, Hialeah Gardens, FL 33016. Use the map to plan your visit. Confirm your appointment and which bookkeeping records to bring. For remote support, ask how to share records.
Review these answers before you choose a bookkeeping scope and schedule.
Yes. Ask about catch-up bookkeeping. Tell us the last completed month and which records you have. The scope and timing depend on the missing periods and work needed.
Only if tax preparation is listed in the agreed scope. Confirm whether business returns, payroll forms, and contractor forms are separate.
No. A bank feed shows transactions, but it may not explain their purpose. Keep receipts, invoices, sales reports, and other supporting records.
The fee depends on the accounts, transaction volume, periods, software, and work needed. Ask for a scope and cost review before work starts.
No. The reports described here are prepared from the records provided. This page does not offer an audit or assurance service.
Start with the periods your books need.
