Bookkeeping Services in Florida
Supporting Florida Businesses with Accurate, Reliable Bookkeeping Every Month
PHG Advisory helps Florida business owners stay organized with professional bookkeeping services that keep financial records accurate, current, and decision ready. From monthly reconciliations and financial reporting to historical cleanup and ongoing bookkeeping support, we help businesses gain better visibility into their finances without the cost of hiring in-house.
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Testimonials
“We have dealt with 2 fractional CFOs and 4 bookkeepers before we found PHG. PHG came in and did what others couldn’t. We actually know our numbers and have infrastructure in place to make sure our numbers are accurate.”
Sam Allsop
Neil Roofing
“PHG has been incredible to work with. Their team is patient, informative, knowledgeable, and easy to work with. PHG has helped us gain a clearer view of our financials and provided valuable guidance as we approach a potential sale. I would highly recommend working with PHG.”
Joey Bryant
SWORD Roofing
“PHG has helped us understand our own numbers in a way we hadn’t been able to before. They have enhanced our bookkeeping, expanded our reporting capabilities, and even assessed our marketing strategies. The PHG team is incredibly knowledgeable across many fields, and has been responsive, accessible, and highly effective as a partner. Working with PHG has been a great experience one that we would definitely recommend!”
Megan DuVarney
Grey Gold Concrete
“PHG has transformed our bookkeeping by turning it into a tool used to monitor and steer the business. Instead of only using Quickbooks for tax filing, we now have the visibility and confidence in the numbers to uncover new opportunities and best position Amped for future growth. Outside of visibility and insightful financial reviews, PHG has assisted with the developing the compensation structure of our sales team, budget development, quoting best practices etc.. They have been great partners.”
Trey Flake
Amped Security
“PHG has completely transformed the financial side of our roofing company in Florida. With multiple locations, we struggled with our finances until we started working with them. Their fractional CFO services have been incredibly valuable, offering strategic insights and financial leadership without the need for a full-time CFO.”
Ryan McPherson
Quality Roofing
“PHG cleaned up my books and took over the day to day bookkeeping / financial management, so I could focus on running the business. Their support provided more visibility into the financial performance of my business than I have had in years. They are a key part of my business and always available to help.”
Donald Young
Central Florida Garage
“I engaged PHG’s Fractional CFO group to organize my financials and data in preparation for a potential sale. Their team expertly positioned my business to maximize its value. When the time was right, PHG’s Buyside M&A Team connected me with an excellent partner and secured a fantastic deal, saving me from paying a sell-side broker fee. PHG provided guidance and support from start to finish, and I would strongly recommend that any strategic-minded business owner consider speaking with them.”
Chad Hale
Hale’s Roofing
Office Information
You can schedule an in-person or virtual meeting with our Florida office.
980 N. Federal Hwy, Ste #110, Boca Raton, FL 33432
info@phgadvisory.com
Monday – Friday: 9:00-5:00pm
Saturday – Sunday: Closed
Meet Our CFOs & Bookkeeping Professionals
Logan Marita
Alan Donovan
Shane McCormick
Eric Suh
Tracy Jones
Colton Townes
Jay Homan
Righley Medders
Bookkeeping Support for Florida Businesses
Running a business means managing payroll, vendor payments, cash flow, and day-to-day finances. As your business grows, accurate bookkeeping becomes essential for making informed decisions and avoiding costly mistakes.
PHG Advisory provides bookkeeping services throughout Florida, delivering organized financial records, dependable reporting, and a streamlined month-end close. We work as an extension of your team to keep your books accurate and your financials up to date.
Whether you operate from one location or multiple offices across Florida, we help you spend less time on bookkeeping and more time growing your business.
What Makes Us Different
No Lock-In Periods
Cancel anytime. We earn your trust month after month.
Flat Monthly Pricing
No hourly billing. No hidden fees. Predictable costs from day one.
Fast Response Times
You’ll always hear back within 24 hours. Guaranteed.
Timely Financials
Books are closed by the 15th of every month. No delays.
Senior-Level Strategy
Our team brings Big Firm and private equity experience without the full-time cost.
Exit-Ready Books
When the time comes to sell, bring in partners, or raise capital, your books will be ready.
Signs Your Florida Business Needs Professional Bookkeeping
Many Florida business owners begin by handling bookkeeping themselves, but as the business grows, financial management often becomes more complex than expected.
If any of the following sound familiar, it may be time for outsourced bookkeeping support:
- Bank and credit card accounts aren’t reconciled consistently
- Financial reports are delayed or inaccurate
- Month-end close takes weeks instead of days
- Cash flow is becoming difficult to monitor
- Tax season creates unnecessary stress
- Payroll, bills, or accounts receivable are falling behind
- Your CPA spends time fixing bookkeeping errors instead of providing tax guidance
- You’re spending too much time managing the books instead of running your business
What We Offer
| Scope of Work | Bookkeeping |
|---|---|
| Historical Quickbooks Cleanup | ✓ |
| Industry Specific Chart of Accounts | ✓ |
| Accrual Accounting Implementation | ✓ |
| Transaction Processing (AP / AR / Payroll / Bill Entry) | ✓ |
| Account Reconciliations | ✓ |
| Month End Close Management | ✓ |
| Basic Financial Statements | ✓ |
| Coordinate with CPA for Tax Prep | ✓ |
Our Process
Discovery Call
Let’s get to know your business, your challenges, and how we can help.
Grant Access to Books
We securely connect to your financial systems with read-only access so we can complete your Financial Health Assessment.
FHA Call
We walk through your Financial Health Assessment together and highlight key insights.
Send FHA Deck
You receive a clear, actionable breakdown of your financial position and opportunities.
Send LOI
We send a Letter of Intent outlining the scope, services, and next steps.
Internal Kickoff
Our team aligns behind the scenes to prepare for a seamless onboarding.
Partnership Kickoff
We meet with you to align goals, timelines, and expectations for success.
Finalize Project Plan
Together, we lock in a clear, customized roadmap tailored to your business needs.
Start Implementation
We roll up our sleeves and get to work optimizing your finances from day one.
Get a Clear Picture of Your Financial Health
Before any engagement, we begin with a Financial Health Assessment, or FHA, to show you where your finances stand and identify areas for improvement. We review your accounting systems, reporting accuracy, cash flow, profitability, and potential risks, and with read-only access to your books, we provide clear, actionable insights you can use right away. It’s like a financial physical for your business, designed to help Florida business owners make confident, informed decisions.
Industries We Serve in Florida
We work with businesses across a range of industries. The examples below reflect some of the clients we commonly serve.
Case Studies
FAQs
Do you provide bookkeeping services throughout Florida?
What bookkeeping software do you use?
Can you clean up messy or overdue books?
Do you only handle monthly bookkeeping?
How often will I receive financial reports?
Will you work directly with my CPA?
Do you offer fixed monthly pricing?
Can you support multi-location or growing businesses?
Ready for Accurate, Reliable Bookkeeping Services in Florida?
Stop worrying about overdue reconciliations and inconsistent financial reporting. PHG Advisory provides reliable bookkeeping services that keep your books accurate, organized, and up to date so you can make confident business decisions.
