“Hand-Selected Clients. Lasting Partnerships. Unmatched Excellence.”
Miami’s Private Bookkeeping Solutions Built on Trust and Integrity.
Our private Miami-based, family-owned firm specializes in remote Merchant Cash Advance (MCA) bookkeeping and accounting. We’re remote-first, with on-site support in Miami only when needed. We can start in person to stabilize, then transition you to a secure remote model for greater efficiency, organization, and control. We handle MCA complexities, including but not limited to split funding, daily remittances, and syndication reporting, and we serve other sectors across the U.S. We cap our roster so you work directly with the owners for speed, precision, and senior attention.
You get same-day responses, clear pricing, strict discretion, and strong security with modern cloud tools, backed by integrity, transparency, relationship-first service, accuracy, consistency, responsiveness, accountability, continuous improvement, and personal care. Book a complimentary consultation and focus on growth. We’ll handle the books.
Trusted Tools & Platforms We Work With
Why Partner With Us?
“Your Strategic Accounting Partner For Growth.”
Personalized Operations
An owner-led, limited-roster bookkeeping firm that listens first, tailors custom workflows and SOPs to your goals, documents every step, and runs steady reviews and check-ins to deliver fewer errors, faster closes, and predictable results.
Confidential & Secure
We protect your data end-to-end with encryption, role-based 2FA and least-privilege access; avoid direct uploads; log and monitor all activity; review and promptly revoke permissions; encrypt and test backups; tightly vet and limit vendors; and follow a documented incident-response plan with fast notification.
Experience Over Titles
We favor proven operators over credentials, stay hands-on from intake to delivery (including crypto and industry-specific reporting), set clear scopes and own outcomes, have owners review critical reports, fix root causes fast with documented remedies, and track KPIs for continual improvement.
Stress-Free Tax Prep
We deliver year-round recordkeeping and proactive tax planning—preparing early, coordinating with your or vetted CPAs, maintaining a full tax calendar, calculating quarterly estimates, managing W-9/1099 and sales tax on schedule, sending a clean audit-ready year-end package, and triaging any notices fast.
Dedicated Relationships
Small, family-operated, and relationship-driven. You’re a valued partner, not a number. Expect transparency, mutual respect, and individualized planning for long-term growth. You have a direct line to the owners. One point of contact manages your day to day. We set clear expectations and a steady cadence. We update you proactively in plain English. We respond the same day and follow through.
Time-Saving Solutions
We run your back office with human-reviewed automation: AI and custom JS/Python tools speed invoicing, payroll, reconciliations, and reporting; approvals and bank/OCR feeds cut manual work; templates, dashboards, and an exceptions queue keep things clear—so you get faster closes, fewer errors, and a solid audit trail.
National Remote Coverage (U.S.)
Responsive support across U.S. time zones with clear SLAs (same-day standard, faster for urgent), your choice of email/phone/video, recurring check-ins on your hours, secure remote by default with on-site Miami as needed, and a single point of contact with backup.
Owner-Led Service
Work directly with the owners for faster decisions and accountability—they set priorities, stay on your account, review key reports, unblock issues quickly, and own timelines, budgets, and outcomes—no handoffs, no layers.
Selective Client Roster
We cap clients and plan capacity weekly—giving you priority scheduling, firm turnarounds, and proactive close/filing holds—and if scope grows we add capacity or adjust timelines (never quality) so results stay consistent with no last-minute surprises.
MCA Depth & Expertise
We reconcile daily remittances T+1 to processor/bank, track split funding and holdbacks at merchant/portfolio levels to lender/syndication statements, post allocations/fees/chargebacks with dual review, open exception tickets for threshold variances, deliver weekly rollups (collections, delinquencies, expected vs. actuals), and archive workpapers for audit readiness.
Multi-Sector Ready
Beyond MCA, we tailor your COA, workflows, and close checklist to your industry, handle the hard parts (rev rec, inventory/COGS, job costing/WIP, trust/IOLTA, grants, CAM) with documented workpapers, build custom KPI dashboards, and keep sales tax, payroll, and 1099s on schedule.
Remote Transition
We can start on-site to stabilize and map workflows, inventory systems and access, set a dated migration plan with owners, standardize the COA/naming/folders, move data over encrypted channels with checks and sign-offs, train your team with guides and live Q&A, then monitor 30–60 days post-go-live to tune rules and finalize SOPs for a smooth, secure remote operation.
Accuracy & Controls
We reconcile every account on schedule, run a checklist-driven month-end with two-person sign-offs, tie balances to source statements and lock periods, require supported manager-approved adjustments, log and close exceptions, and version/archive all workpapers for a full audit trail.
Clear Pricing
We set clear scope, cadence, and SLAs; charge a fixed monthly fee (cleanups priced separately); require a change order for any scope change; invoice exactly as proposed with no hidden fees; and review actuals quarterly so you always know what you’re paying for.
Fast Notary Services
Same-day RON or next-day priority, mobile notarization in Miami with vetted partners nationwide; we verify IDs, prep forms, return scan-backs in hours, handle seal/journal/certificate on-site, courier or secure e-delivery, after-hours/weekends on request, and are E&O-insured with strict chain of custody.
Continuous Improvement
We run quarterly reviews, track client-specific KPIs in a shared dashboard, adjust workflows and capacity, keep SOPs versioned and retrained, adopt tools only after security/cost checks, and continuously harden security—so your process gets faster, safer, and more reliable.
Performance & MCA Statistics
“MCA stats and industry performance—the metrics that matter.”
Bookkeeping Options — Side-By-Side Ratings
| Category | Private Bookkeeping | In-House | Large Firms |
|---|---|---|---|
| Personalized Attention | 10/10 | 5/10 | 2/10 |
| Cost-Effectiveness | 9/10 | 6/10 | 5/10 |
| Flexibility | 10/10 | 5/10 | 2/10 |
| Direct Communication | 10/10 | 5/10 | 3/10 |
| Speed & Turnaround | 9/10 | 5/10 | 3/10 |
| Specialization (Crypto) | 10/10 | 2/10 | 3/10 |
| Owner Involvement | 10/10 | 3/10 | 1/10 |
| Automation | 9/10 | 6/10 | 5/10 |
| Custom Reporting | 10/10 | 5/10 | 4/10 |
| Data Security Focus | 9/10 | 6/10 | 7/10 |
| Scalability | 8/10 | 7/10 | 9/10 |
| Client Retention | 10/10 | 6/10 | 4/10 |
| Real-Time Support | 10/10 | 4/10 | 3/10 |
| Niche Knowledge | 9/10 | 5/10 | 5/10 |
| Transparency | 10/10 | 6/10 | 5/10 |
| Decision Support | 10/10 | 5/10 | 4/10 |
| 3rd-Party Coordination | 9/10 | 6/10 | 5/10 |
| Onboarding Speed | 10/10 | 4/10 | 3/10 |
| Client Load/Bookkeeper | 10/10 | 6/10 | 2/10 |
| Access to Bookkeeper | 10/10 | 4/10 | 3/10 |
| Software Adaptability | 10/10 | 5/10 | 5/10 |
| Customizable Engagement | 10/10 | 6/10 | 4/10 |
| TOTAL SCORE | 212/220 | 112/220 | 87/220 |
MCA Sector Growth (2005–2025)
| Year | Market Cap ($B) | Growth Index | New MCA Businesses |
|---|---|---|---|
| 2005 | 0.1 | 1.0 | 5 |
| 2008 | 0.3 | 1.6 | 20 |
| 2011 | 0.9 | 3.0 | 60 |
| 2014 | 2.5 | 6.0 | 150 |
| 2017 | 6.0 | 12.0 | 400 |
| 2020 | 12.0 | 20.0 | 800 |
| 2023 | 22.0 | 32.0 | 1200 |
| 2025 | 28.0 | 40.0 | 1400 |
| Latest | 28.0 | 40.0 | 1400 |
Your Feedback Matters.
“Listening. Learning. Improving.”
Please leave us a review, share your comments, or suggest how we can improve our services.
Our books were behind. They wrote a short plan and set a weekly checklist. Two cycles later we closed on time and the cash report matched the bank.
Verified Client
A contractor left with access. They turned on 2FA, removed old logins, and sent a clear report. We passed audit with no questions.
Verified Client
Payouts didn’t match. They fixed a naming rule and added a short how-to video. Now the match takes one minute.
Verified Client
They set mid-year check-ins and estimates. We filed early and avoided penalties.
Verified Client
