Frustrated with bookkeeping? Tired of unreliable in-house bookkeepers?
Since 2020, our Miami-based, family-owned firm has specialized in remote financial management, with a strong focus on the Merchant Cash Advance (MCA) sector. We understand its unique complexities and prioritize clients who seek expertise and precision.
We build lasting partnerships based on trust, integrity, and personalized care. By hand-selecting clients with growth potential, we ensure dedicated, high-quality service while growing alongside them. Our nationwide solutions offer unmatched discretion and professionalism across all industries.
Get a complimentary consultation today and let us handle your books so you can focus on growing your business.
Private Bookkeeping Solutions Built on Trust and Integrity.
Hand-Selected Clients | Lasting Partnerships | Unmatched Excellence
Site is still under development, but our services continue…
Complimentary Initial Consultation
Exceeding Industry Standards
Leading in FinTech, Automation & AI
Why Partner With Us?
“Your Strategic Finance Partner for Growth.”
Because bookkeeping headaches slow your growth, waste your resources, and distract you from your goals. With deep expertise in the Merchant Cash Advance (MCA) industry, we automate and simplify your financial systems—saving you time and money, while providing unmatched clarity and control. As a family-owned firm with over a decade of proven results, we’re committed to integrity, personalized attention, and seamless collaboration with your CPA or our trusted network of financial experts.
Beyond bookkeeping, our rapid-response notary services ensure your critical documents get certified quickly and securely, eliminating delays and keeping your deals moving forward without missing a beat. We carefully choose clients who value efficiency, responsiveness, and financial precision, ensuring you always receive our best attention. Partner with us to turn your financial processes from a burden into a powerful tool for growth.
U.S. Based Company
Scroll down to see what sets us apart.
Personalized Operations
We design record-keeping services that match your business’s unique requirements.
Our mission is to empower growth and ensure long-term stability by analyzing your financial operations and offering actionable insights.
Unlike generic options, our approach evolves with you—whether you need basic ledger maintenance, cash flow forecasting, or advanced analytics.
We work closely with you to build plans that resonate with your ambitions.
Financial Care, Built for You!
Finance Crafted to Fit Your Vision.
Custom bookkeeping and financial support for your business.
Stress-Free Tax Preparation
We simplify tax obligations with an organized, year-round approach.
By maintaining precise records and ongoing planning, we ensure your tax filings are accurate, optimized, and compliant with current regulations.
Our team includes distinguished CPAs experienced in managing intricate tax scenarios, guaranteeing efficiency and adherence to standards.
Confidential & Secure
Safeguarding your information is central to our philosophy.
We employ state-of-the-art encryption, rigorous compliance checks, and modern security practices to protect your financial records.
While others rely on outdated systems, our defenses are continuously upgraded to counter cyber threats and unauthorized access.
From payroll to sensitive transactions, your data stays under constant, expert protection.
Dedicated Relationships
We view each client as a valued member of our community rather than a mere number.
Built on transparency and mutual respect, our relationships are long-lasting and deeply personal.
By working with a select group of businesses, we deliver individualized attention and strategic planning designed for sustained success.
We aim to be your trusted financial partner, not just a service provider.
Prioritizing Experience
Our carefully selected professionals bring over a decade of industry experience, offering more than routine bookkeeping.
Our team provides detailed financial analyses and strategic advice that support your business’s progress.
Instead of quick hires, we recruit only the top specialists with many years of experience who integrate smoothly into your operations.
Our team builds a solid foundation for your business to prosper.
Time-Saving Solutions
We design record-keeping services that match your business’s unique requirements.
Our mission is to empower growth and ensure long-term stability by analyzing your financial operations and offering actionable insights.
Unlike generic options, our approach evolves with you—whether you need basic ledger maintenance, cash flow forecasting, or advanced analytics.
We work closely with you to build plans that resonate with your ambitions.
“From payroll processing to accounts payable management, Present and Future has exceeded our expectations. Their meticulous approach ensures accuracy, compliance, and efficiency. As a small business owner, I appreciate their dedication and professionalism. They treat our business like their own. ”
Testimonials.
Hear It Straight from Our Clients.
Real Experiences. Trusted Partnerships. Proven Results.
“Present and Future has been an invaluable partner in managing our bookkeeping needs. Their attention to detail and commitment to confidentiality have made our financial processes seamless. The personalized approach and expert QuickBooks support truly set them apart. We highly recommend their services for any business looking for reliable and professional bookkeeping.”
“Security and confidentiality are critical in our industry, and Present and Future exceeds all expectations. Their encrypted processes and strict security measures ensure our financial data is always protected. Their proactive approach to safeguarding our financials has given us complete peace of mind.”
“The team at Present and Future has transformed the way we handle our financial management. Their in-depth cash flow projections and budget planning have helped us make informed decisions and stay ahead. The fact that they are always available for guidance and reconciliation support gives us peace of mind. Exceptional service.”
“Present and Future provided us with a fully customized bookkeeping solution that adapted to our company’s needs as we grew. Their personalized financial strategies, real-time insights, and financial automation have helped us scale seamlessly. We’ve never felt like just another client—they truly care about our success and it shows in everything they do.”
“We were tired of generic bookkeeping services that lacked personalization. Present and Future changed everything for us. Their team is hand-picked for expertise, and it shows in their level of service. The tax preparation process was seamless, stress-free, and saved us more than we expected. They don’t just do taxes—they create a long-term financial strategy. Highly recommended.”
Your input helps us:
Refine Personalized Bookkeeping Services to better align with your evolving business needs.
Strengthen Privacy & Security Protocols so your financial information remains fully protected.
Elevate the Expertise of Our Bookkeepers to deliver deeper insights and strategic guidance.
Enhance Streamlined Tax Preparation for a smoother, stress-free filing experience.
Deepen Genuine Client Relationships through improved communication and tailored support.
Advance Time-Saving, Growth-Focused Solutions so you can concentrate on innovation and core operations.
Continuous improvement drives our service model. We value every insight from our clients and use your feedback to enhance our methods. By keeping our roster limited, we can refine our processes—whether by integrating new automation technologies, bolstering data security, or perfecting financial reporting. Your suggestions shape our evolution as your trusted financial advisor.
Leave us a review, share your comments, or suggest how we can improve our services.
Your Feedback Matters.
Listening. Learning. Improving.
We’re committed to being more than just bookkeepers—we’re partners in your success. If you have feedback, we want to hear it. Let’s grow together.