Bookkeeping · Fort Pierce, FL

Bookkeeping Services in Fort Pierce, Florida

A Fort Pierce shop near the port, a marine supplier or a medical practice near Lawnwood all need clean monthly numbers. Brian Jorgensen categorizes transactions, reconciles every account and sends you a profit and loss statement and balance sheet each month, so tax time starts with books already done.

Book A Free Consultation

Call 772-356-0561

Fort Pierce at a Glance

County: St. Lucie County (Fort Pierce is the county seat)
From Vero Beach: About 15 miles south of Vero Beach
Sales tax: 7% (6% state + 1% county surtax)
Local economy: Hospital, distribution, boat building and the Port of Fort Pierce

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

Why It Matters in Fort Pierce

Clean books for Fort Pierce businesses

Fort Pierce businesses range from boat builders and juice makers to distributors and port tenants. Natalie’s Orchid Island Juice Company, Southern Eagle Distributing and A-1 Industries all have Fort Pierce operations, and plenty of smaller suppliers and trades work around them. Sales here carry a 7% rate, the 6% state rate plus St. Lucie County’s 1% surtax, so taxable sales need to be tracked and reported correctly every period.

When suppliers, sales tax and payroll all run through the same accounts, small errors pile up fast. Monthly reconciliation catches a missed deposit or a duplicate charge while it is still easy to fix. Because Brian also prepares the return, your year-end close goes straight into tax prep with the same numbers.

Reconciled every month

Bank and credit card accounts matched to statements, not just imported.

Behind? Caught up

Missing months or years rebuilt from statements and receipts.

What You Get

What monthly bookkeeping covers

Transaction categorization

Every income and expense item coded to the right account each month.

Reconciliations

Bank and credit card accounts reconciled monthly so balances match.

Monthly reports

A profit and loss statement and balance sheet you can actually read.

Year-end close

Books closed and handed straight to tax prep, done by the same person.

See the full Bookkeeping service →

How It Works

Working With Brian From Fort Pierce

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 Fort Pierce, 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.

Around Vero Beach

Bookkeeping in Nearby Cities

Vero Beach Indian River Shores Sebastian Fellsmere Port St. Lucie Jensen Beach Stuart Palm Bay Melbourne Okeechobee

FAQs

Frequently Asked Questions

Questions Fort Pierce business owners ask about bookkeeping.

Do I have to meet in person to hand over my records?

No. Most clients work with Brian by phone, email and secure upload. Brian connects to your bank feeds with read-only access, so most Fort Pierce clients never need to make the drive.

What does bookkeeping cost?

It depends on what you need. The first call is free, and Brian quotes the work before anything starts.

What sales tax rate applies in Fort Pierce?

For 2026 it is 7%, the 6% state rate plus St. Lucie County's 1% discretionary surtax. Rates can change, so confirm the current figure with the Florida Department of Revenue before you file.

I am more than a year behind on my books. Is that a problem?

No. Catch-up work is a regular part of the job. Brian rebuilds the missing months from bank statements and receipts, however far back they go, and then keeps you current.

Does my business need to file a tangible personal property return?

Usually yes, if you own business equipment on January 1. The DR-405 return is due to the St. Lucie County Property Appraiser by April 1, and filing on time makes you eligible for an exemption of up to $25,000 of assessed value.