Bookkeeping · Fellsmere, FL

Bookkeeping Services in Fellsmere, Florida

Small businesses in Fellsmere range from growers and lawn care outfits to restaurants and contractors, and the owners are usually too busy working to keep up with the books. Brian Jorgensen sets up clean monthly bookkeeping, catches up the months you missed and hands the year-end numbers straight to tax prep.

Fellsmere at a Glance

County
Indian River County
From Vero Beach
About 15 miles northwest of Vero Beach
Sales tax
7% (6% state + 1% county surtax)
Local economy
Citrus groves and farming, plus nature tourism around Blue Cypress Lake
Brian Jorgensen, owner of BDJ Financials

Brian Jorgensen, EA, handles every BDJ Financials file himself, including yours in Fellsmere.

Why It Matters in Fellsmere

Bookkeeping for a rural city with a farm economy

Fellsmere calls itself a city of firsts: it had the first library, public school, railroad depot and hotel in Indian River County. Today it is a rural community west of I-95, with citrus groves and other farms around it. Blue Cypress Lake is known for osprey nesting and bass fishing, and the Fellsmere Frog Leg Festival holds two Guinness World Records.

Farm and outdoor businesses carry equipment, fuel and seasonal labor costs that pile up fast. In November 2023, historic rainfall flooded parts of Fellsmere, a reminder that paper records can be lost overnight. Monthly bookkeeping kept in the cloud keeps receipts, statements and equipment costs organized and backed up.

Catch-up first

Missing months are rebuilt from bank statements and receipts.

Works in QuickBooks

Brian works in the software you already use, usually QuickBooks Online.

What You Get

What Fellsmere bookkeeping clients get

01

Transaction coding

Fuel, equipment, supplies and labor each land in the right category every month.

02

Monthly reconciliation

Bank and credit card accounts matched to statements so nothing is missed.

03

Financial statements

A P&L and balance sheet each month for lenders, partners or your own planning.

04

Year-end close

Books closed and handed to tax prep, with the same person on both.

How It Works

Working With Brian From Fellsmere

Secure Upload

Statements, receipts and tax forms are uploaded securely. If you would rather drop them off in Vero Beach, that works too.

Phone and Email

You reach Brian by phone or email from Fellsmere, Monday through Friday, 9 to 5 Eastern, all year.

One Person, Whole Picture

Brian handles your books, payroll and return himself, so nothing gets lost between vendors.

FAQs

Frequently Asked Questions

Questions Fellsmere business owners ask about bookkeeping.

Can we work together without meeting?
No. Most clients work with Brian by phone, email and secure upload. Fellsmere owners can give Brian read-only access to bank feeds, so most of the work happens without moving paper.
How much does bookkeeping cost?
It depends on what you need. The first call is free, and Brian quotes the work before anything starts.
Do I need to file a tangible personal property return for my equipment?
Yes, if your business owns furniture, tools or equipment. The DR-405 goes to the Indian River County Property Appraiser by April 1, and filing on time makes you eligible for an exemption of up to $25,000 of assessed value.
My records were damaged in a flood. Can my books be rebuilt?
Yes. Banks keep statement history, and Brian rebuilds the books from those statements and whatever receipts survived. Going forward, cloud copies protect your records from the next storm.
Do I need to file a Sunbiz annual report for my LLC?
Yes. Florida LLCs and corporations file an annual report with the Department of State by May 1. Missing it brings a $400 late fee, so put the date on your calendar.