Real Estate

Bookkeeping Services in Miami

Reliable monthly bookkeeping for Miami small businesses, with CPA oversight built in.

Good bookkeeping is the difference between knowing where you stand and guessing. Levine CPA and Advisors provides Miami small businesses with consistent monthly bookkeeping, supported by CPA review: so the numbers you make decisions on are actually accurate.

What's Included in Bookkeeping
Monthly Bank and Credit Card Reconciliation

All accounts reconciled and tied to statements.

Transaction Categorization

 Income and expenses categorized to the right accounts.

Accounts Payable and Receivable Tracking

 AP/AR maintained for accurate cash position.

Sales Tax Tracking and Filing

Florida sales tax tracked monthly and filed on time.

Monthly P&L and Balance Sheet

Delivered with notes on month-over-month changes.

1099 Preparation

Year-end vendor 1099-NEC and 1099-MISC tracking and filing.

QuickBooks Online Setup and Cleanup

Chart of accounts, classes, and integrations configured properly.

Why Levine CPA and Advisors for Bookkeeping
CPA oversight
A CPA reviews the work: not just a bookkeeper working alone.
Year-end ready
Books are tax-ready before tax season starts.
Trusted since 1984
Decades of Miami small business experience.
Bilingual service
English and Spanish support.
1. Onboarding & Cleanup:
We review the current state of your books and complete any cleanup needed.
2. Workflow Setup:
Bank feeds, statement uploads, and recurring categorization rules configured.
3. Monthly Close:
By a set day each month, reconciliations and statements are complete.
4. Sales Tax & Reporting:
Florida sales tax filed; monthly reports delivered to you.
5. Year-End Handoff:
Books closed, 1099s issued, ready for tax prep.
Who We Help with Bookkeeping
Miami small businesses where cash flow, deadlines, and clean reporting matter more than fancy software.
  • Service businesses with 1–25 employees
  • Restaurants, retail, and e-commerce
  • Real estate investors and management companies
  • Construction subcontractors
  • Professional practices (legal, medical, consulting)

What Our Clients Are Saying

Trusted by 500+ clients
5/5
google
Isaac Orzechowitz

I have been using this firm since 2005 as my accountants and advisors on complex businesses and tax matters. Jack has also successfully represented me at a complicated IRS matter. Professional, Extremely knowledgeable, straight forward, and personalized attention is what you can expect. I continue to recommend them highly.

google
Nathan Katz

Jack Levine has handled our taxes for 10+ years. We are very happy with the work he does. Our taxes are a bit complicated, but he handles everything easily, promptly, smoothly.

google
Nick Dubow

I have been a client since 2004. There are too many things to write in the little space allocated. The attention to detail and his knowledge of the tax law which changes often is comforting and one less thing to worry about. The best thing about my experience with Jack is his quick response to my email or call.

google
Jeff Marcus

Jack Levine and his incredible staff provided highly professional service in preparation of my 2024 tax return. They were extremely efficient and very pleasant through the process.

google
Michael Pereira

I have to tell everyone. Dont go anywhere else. I have done the shopping for you!. Jack and the entire organization did such a amazing job and truly went above and beyond!. He is extremely insightful and such a professional. From the initial phone call to our meeting in person, the pricing and the entire process was phenomenal. We operate a private bank and need only the top of the line infrastructures. I was in a time crunch and very stressed and they quickly were able to do such an amazing job.

google
Yisroel Biberfeld

I am very happy with the work that Steven and his team produces. The service was quick, but completely thorough, and they were always available to answer any questions I had, and give guidance I needed in a very timely manner. I would definitely recommend them to anyone looking for tax services!
Jack Levine and his incredible staff provided highly professional service in preparation of my 2024 tax return. They were extremely efficient and very pleasant through the process.
Jack Levine has handled our taxes for 10+ years. We are very happy with the work he does. Our taxes are a bit complicated, but he handles everything easily, promptly, smoothly.

Ready to move forward on bookkeeping?

Call (305) 912-0085 or schedule a consultation with Levine CPA and Advisors.

Schedule a Consultation
FAQS

Frequently Asked Questions Answered

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Get Started with Bookkeeping

Levine CPA and Advisors has supported South Florida individuals and businesses for more than 40 years. Call (305) 912-0085 or submit our contact form to schedule a consultation about bookkeeping

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