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You run the business all day, then become its bookkeeper at 11pm. Those hours belong to your family, your health, or your actual work — not to receipt sorting.
The bank asks for a profit & loss and a balance sheet. If producing them takes you three weeks, the opportunity — the truck, the lease, the expansion — may not wait.
Messy books make tax prep slower and more expensive — and deductions hide in uncategorized transactions. Every year that repeats, you pay for the same mess twice.
Can you afford to hire? Is that job actually profitable? Without current numbers, every decision is a guess — and guesses compound quietly.
Universal Taxes & More keeps the books for Southwest Florida's small businesses — restaurants, trades, landscapers, salons, contractors — in English and Spanish. Steven's decade as a financial analyst means your reports don't just balance; they tell you something.
The one-roof advantage: the same team that keeps your books prepares your taxes and plans your quarterly estimates — so nothing is entered twice, missed twice, or billed twice.
Software, spreadsheets, or a literal shoebox — bring it as it is. A free first look tells us (and you) exactly what shape your books are in.
Months or years behind — we've seen it all. We rebuild from your statements at a flat project price you approve before we start.
Every month: transactions categorized, accounts reconciled, and a short report in plain language — what came in, what went out, what to watch.
Quarterly sit-downs to read the story in your numbers — pricing, hiring, estimated taxes — with the same people who file your return.
It depends on transaction volume, not company size. After a free look at your accounts, Universal Taxes & More quotes a flat monthly price — no hourly billing. Catch-up work is quoted as a one-time project, agreed up front before we start.
Yes — catch-up is half of what we do, and there's no judgment here. We rebuild your books from bank and card statements, reconcile every month, and hand you a clean set ready for taxes or a loan, at a flat project price.
No. Bring what you have — software, spreadsheets, or a folder of statements. If software would genuinely help your business, we'll set it up simply and show you only what you need to touch. Many of our clients never open it at all.
Yes — that's the point of one roof. The same team that keeps your books prepares your business return and plans your quarterly estimates, so nothing is entered twice or missed between offices. Clean books also make tax preparation faster and cheaper.
Our published prices for this service. We confirm your exact price before any work begins, and government filing fees, where they apply, are passed through separately.
Items marked "Varies — ask us" depend on your situation — ask and we'll give you a number.
Estimate your refund or your quarterly payment