HEVIA & HEVIA CPA FIRM · SOUTH FLORIDA
Small business bookkeeping
Better records. A clearer business picture.
Useful accounting starts with records you can follow. We help small-business owners organize their bookkeeping, understand their financial reports, and prepare a more dependable foundation for tax work and business decisions.
Discuss bookkeeping ↗Serving Miami, Brickell, Coral Gables, and clients across South Florida and internationally.
WHO WE HELP
Bookkeeping support that grows with your business
We work with LLCs, corporations, and partnerships at every stage, including professional practices, real estate businesses, and rental property owners. Whether you need recurring support or help bringing existing records into order, we begin with your accounts, systems, transaction activity, and reporting priorities.
A CLEAR ENGAGEMENT
What your support can include.
We define the services, responsibilities, deliverables, and fees before work begins. Your engagement agreement determines what is included.
Recurring bookkeeping
Transaction categorization and agreed bookkeeping tasks on a schedule suited to your business and the information available.
Account reconciliations
Reconciliation of agreed bank and credit card accounts, with questions and discrepancies brought to your attention.
Financial reporting
Preparation of agreed reports, such as a profit and loss statement and balance sheet, with an opportunity to discuss what needs clarification.
Cleanup and tax coordination
Separately scoped catch-up or cleanup work, and coordination of financial records with tax preparation when those services are engaged.
HOW WE WORK TOGETHER
A practical path forward.
- 01
Review the starting point
Look at your current records, accounts, systems, and any backlog.
- 02
Define responsibilities
Agree on the accounts, reporting schedule, client inputs, and fees.
- 03
Organize and reconcile
Complete agreed bookkeeping tasks and resolve questions with you.
- 04
Report and coordinate
Deliver the agreed reports and coordinate with tax or advisory work as needed.
GETTING STARTED
Bring the picture
into focus.
You do not need every answer before contacting us. Tell us what you need help with and which records are available. We will identify the information needed for the proposed work.
Helpful information to have ready
- Current accounting records and recent financial reports
- Bank and credit card statements for the relevant periods
- Details of loans, major purchases, and business accounts
- A description of the records that are missing or need cleanup
Arrange document sharing directly with the firm. Do not send confidential tax records through the introductory website form.
COMMON QUESTIONS
Clear answers before
the first conversation.
Can you help if our books are behind?
Yes. We first assess the periods involved, the available records, and any deadlines. Catch-up and cleanup work is scoped separately so you understand the work required before an ongoing bookkeeping schedule begins.
Do you provide monthly bookkeeping?
Monthly support can be included in an agreed recurring engagement. The appropriate frequency depends on transaction volume, the condition of the books, your reporting needs, and how promptly records are supplied.
Will bookkeeping include tax returns?
Tax preparation is a separate service unless your engagement explicitly combines it with bookkeeping. When both are engaged, we coordinate the records and year-end questions so the work connects more effectively.
Can you work with our existing accounting system?
We review your current system, access arrangements, and record quality during the initial discussion. We confirm whether we can support that setup and whether any changes or cleanup are needed before agreeing on the engagement.
Do you work with real estate investors and landlords?
Yes. Our experience includes domestic and foreign real estate investors and rental property owners. We discuss how your entities and property activity should be reflected in the agreed bookkeeping and reporting scope.
Are payroll, sales tax, or assurance services included?
These are not automatically included in a bookkeeping engagement. Any additional service, coordination, or referral is discussed separately. Bookkeeping and financial reporting do not constitute an audit, review, or other assurance engagement.
YOUR NEXT CHAPTER
Let’s put a plan
behind your progress.
Tell us where your business is today—and where you want it to go.
Start a conversation ↗