813-283-0642
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Service

Bookkeeping Services

Meticulous, consistent financial record keeping that forms the foundation of every sound business decision. When your books are accurate, everything else becomes clear.

Scope of Work

The Ledger Standard

Whether you're an HOA treasurer managing assessments or a law firm tracking trust accounts, our bookkeeping service is calibrated to the unique demands of your industry — not a generic template.

  • Monthly and quarterly bookkeeping and reconciliation
  • Chart of accounts setup and optimization
  • Accounts payable and receivable management
  • Bank and credit card statement reconciliation
  • Financial statement preparation (P&L, Balance Sheet)
  • Year-end close and tax-ready package preparation
  • QuickBooks and accounting software management
  • Industry-specific coding and classification

How It Works

Our Bookkeeping Cycle

01

Onboarding & Setup

We assess your current books, clean up any backlogs, and establish a structured chart of accounts tailored to your industry.

02

Ongoing Monthly Work

Transactions are categorized, accounts reconciled, and financial statements prepared on a consistent, reliable schedule.

03

Reporting & Review

Each month you receive clean, accurate financials you can trust — ready for management decisions or board review.

04

Year-End & Tax Prep

We prepare a complete, organized year-end package that makes tax filing seamless for your CPA or tax preparer.

Free Resource

Tax Documentation Checklist

Not sure what documents to pull together for your bookkeeper or year-end tax prep? Download our checklist covering income records, expenses, payroll, assets, and nonprofit-specific documentation.

  • Business income & expense records
  • Payroll & contractor documentation
  • Asset & depreciation records
  • Nonprofit & HOA-specific items

The Consultation Vault

Initialize Your
Strategic Review

Take the first step toward financial clarity. Our team is ready to understand your unique needs and craft a tailored approach to your organization's fiscal health.

Phone

(813) 283-0642

Email

admin@hcpagrp.com

Location

Downtown Tampa, Florida