Bookkeeping Services in Palm Bay, Florida
Palm Bay subcontractors, trades and family businesses get monthly bookkeeping from one person who also prepares their tax return. Brian categorizes transactions, reconciles every account and sends a P&L and balance sheet each month, usually in QuickBooks Online with read-only access to your bank feeds.
Palm Bay at a Glance
- County
- Brevard County
- From Vero Beach
- About 30 miles north of Vero Beach
- Sales tax
- 7% (6% state + 1% Brevard County surtax)
- Local economy
- Engineering, defense contracting and healthcare
Brian Jorgensen, EA, handles every BDJ Financials file himself, including yours in Palm Bay.
Bookkeeping for Palm Bay’s contractors and small firms
Engineering and defense contracting drive the Palm Bay economy. The city’s economic development office lists L3Harris, Renesas Electronics and Raytheon among major employers, and L3Harris runs a large campus in town. Palm Bay Hospital is another significant employer. Around those anchors are subcontractors, trades, retailers and home service companies that grew along with the city’s newer neighborhoods west of the interstate.
Small firms that sell to larger companies need clean books. A prime contractor or a lender may ask for a current P&L and balance sheet, and you want those ready without a scramble. Brian reconciles every bank and card account monthly and produces both reports, so you always know where the business stands.
Reports on request
A current P&L and balance sheet ready when someone asks.
Your software
Brian works in what you use, usually QuickBooks Online.
Bookkeeping services for Palm Bay businesses
Monthly categorization
Transactions coded consistently so reports mean something.
Account reconciliation
Bank and card balances tied to statements every month.
Financial statements
Monthly profit and loss plus a balance sheet.
Year-end close
Books closed and handed straight to tax prep, same numbers.
Working With Brian From Palm Bay
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 Palm Bay, 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 Palm Bay
Bookkeeping in Nearby Cities
Frequently Asked Questions
Questions Palm Bay business owners ask about bookkeeping.