Bookkeeping · Indian River Shores, FL

Bookkeeping Services in Indian River Shores, Florida

Indian River Shores is mostly homes rather than storefronts, so the businesses here tend to be run from a home office: consulting practices, rental property LLCs and companies owned from afar. Brian Jorgensen keeps those books reconciled each month, in QuickBooks Online or the software you already use.

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Call 772-356-0561

Indian River Shores at a Glance

County: Indian River County
From Vero Beach: About 5 miles north of Vero Beach
Sales tax: 7% (6% state + 1% county surtax)
Local economy: Gated, low-density residential communities on Orchid Island with many seasonal residents

Brian Jorgensen, EA, handles every BDJ Financials file himself, including yours in Indian River Shores.

Why It Matters in Indian River Shores

Bookkeeping for owners who live on the island

Indian River Shores stretches along State Road A1A on Orchid Island, directly north of Vero Beach. The town was incorporated in 1953 and is made up mostly of gated, low-density residential communities, with the Atlantic on one side and the Indian River Lagoon on the other. In 2022 it ranked tenth in Florida for per capita income, and its population swings with the seasons.

Owners who split the year between Florida and another home need books that work from anywhere. With read-only bank feeds and monthly reconciliation, Brian keeps your company’s numbers current while you are on the island or away. When the year closes, the same numbers go straight into your business return.

Books from anywhere

Read-only bank feeds mean nothing has to be mailed or carried.

Monthly statements

A P&L and balance sheet arrive each month, wherever you are.

What You Get

What bookkeeping includes for Shores owners

Account coding

Each transaction categorized monthly in QuickBooks Online or the software you use.

Reconciliation

Bank and credit card accounts matched to statements every month.

Cleanup of past years

Old books rebuilt from statements and receipts if they fell behind.

Close and handoff

Year-end close passed to tax prep, prepared by the same person.

See the full Bookkeeping service →

How It Works

Working With Brian From Indian River Shores

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

FAQs

Frequently Asked Questions

Questions Indian River Shores business owners ask about bookkeeping.

Do I have to come to Vero Beach to drop off records?

No. Most clients work with Brian by phone, email and secure upload. Indian River Shores is only a few miles from Vero Beach, so dropping off documents is easy, but most of the work never needs 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.

Does my LLC owe Florida corporate income tax?

Usually not. An LLC taxed as a partnership, or an S-corp, generally does not pay Florida corporate income tax. A C corporation does, at 5.5%.

My company is registered in another state. Can you still keep the books?

Yes. Brian works in whatever software you use, usually QuickBooks Online, and handles multi-state business returns at year end.

When is my Florida annual report due?

Florida LLCs and corporations file their annual report on Sunbiz by May 1. Profit corporations and LLCs that file late pay a $400 fee, so it is worth a reminder each spring.