Bookkeeping Services in Stuart, Florida
Downtown Stuart shops, marinas along the river and contractors around Martin County all need books that match the bank. Brian Jorgensen reconciles every account monthly, sends a profit and loss statement and balance sheet, and rebuilds past years when owners have fallen behind.
Stuart at a Glance
- County
- Martin County (Stuart is the county seat)
- From Vero Beach
- About 35 miles south of Vero Beach
- Sales tax
- 6.5% (6% state + 0.5% county surtax)
- Local economy
- Healthcare, marine industry and a historic downtown
Brian Jorgensen, EA, handles every BDJ Financials file himself, including yours in Stuart.
Bookkeeping for Stuart and Martin County
Stuart’s historic downtown holds buildings from the 1880s through the 1940s and a steady mix of shops, restaurants and offices. Martin County’s marine trade is also centered nearby, with boat builders, service yards and suppliers, and the Stuart Boat Show marked its 50th year in 2024. Healthcare is the largest employer, led by Cleveland Clinic Martin Health and its hospital network.
Sales tax changed here this year. Martin County’s 0.5% school surtax expired at the end of 2025, so the combined rate dropped from 7% to 6.5%. Bookkeeping that still charges or records the old rate creates problems at filing time. Brian checks rates in your books and keeps sales tax accounts clean every month.
Rates kept current
Sales tax set up at Martin County’s current 6.5% rate.
Years rebuilt
Catch-up work from statements and receipts, however far back.
Monthly bookkeeping in Stuart
Categorized transactions
Income and expenses coded the same way every month.
Monthly reconciliation
Every bank and card account matched to its statement.
P&L and balance sheet
Simple monthly reports you can use to make decisions.
Close to tax prep
Year-end books passed straight to your return, no handoff.
Working With Brian From Stuart
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 Stuart, 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 Stuart
Bookkeeping in Nearby Cities
Frequently Asked Questions
Questions Stuart business owners ask about bookkeeping.