Bookkeeping Services in Jensen Beach, Florida
Brian keeps monthly books for Jensen Beach LLCs, S-corps and sole proprietors, from shops near Treasure Coast Square to contractors working across Martin County. He reconciles every account each month and hands the year-end numbers straight to tax prep, so nothing gets lost between your books and your return.
Jensen Beach at a Glance
- County
- Martin County (unincorporated community, no city government)
- From Vero Beach
- About 30 miles south of Vero Beach
- Sales tax
- 6.5% (6% state + 0.5% Martin County surtax)
- Local economy
- Retail, tourism and small service businesses on the Indian River Lagoon
Brian Jorgensen, EA, handles every BDJ Financials file himself, including yours in Jensen Beach.
Keeping the books in Jensen Beach
Much of the local business activity runs along US 1 near Treasure Coast Square, a Simon shopping center in Jensen Beach, and along the older downtown streets near the lagoon. Since Jensen Beach is not a city, local business paperwork goes through Martin County. Sales tax here is 6.5%, which is lower than the 7% rate in neighboring St. Lucie and Indian River counties.
That rate difference matters if you sell into more than one county. Your books need to show where each sale was delivered so you collect and report the right surtax. Clean monthly records also make your tax return easier, since the numbers are already reconciled when it is time to file.
Reconciled every month
Bank and credit card accounts are matched to statements each month.
Books feed your return
The same person keeps your books and prepares your tax return.
What monthly bookkeeping includes
Categorization
Every transaction coded to the right account each month.
Reconciliation
Bank and credit card accounts matched to their statements.
Monthly reports
A P&L and balance sheet so you know where you stand.
Catch-up work
Old books rebuilt from statements and receipts, however far back.
Working With Brian From Jensen Beach
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 Jensen Beach, 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.
Other Services in Jensen Beach
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Frequently Asked Questions
Questions Jensen Beach business owners ask about bookkeeping.