Bookkeeping · Port St. Lucie, FL

Bookkeeping Services in Port St. Lucie, Florida

New homes keep going up from Tradition to the east side of town, and with them come new contractors, clinics, shops and home services. Brian Jorgensen keeps their books current each month in QuickBooks Online or whatever software they already use, then carries those same numbers into the tax return.

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Call 772-356-0561

Port St. Lucie at a Glance

County: St. Lucie County
From Vero Beach: About 25 miles south of Vero Beach
Sales tax: 7% (6% state + 1% county surtax)
Local economy: Schools, healthcare, utilities and distribution, plus Tradition and St. Lucie West

Brian Jorgensen, EA, handles every BDJ Financials file himself, including yours in Port St. Lucie.

Why It Matters in Port St. Lucie

Bookkeeping for a growing city

Port St. Lucie has grown from a 1950s planned community into the biggest city in St. Lucie County. Tradition and St. Lucie West hold much of its newer commercial space, and the Cleveland Clinic research center sits in Tradition. FedEx Ground and Amazon both have operations in the city. Growth brings new construction trades, medical offices, restaurants and service businesses that open each year.

New businesses tend to mix personal and business spending in the first year and fall behind on reconciliations. Monthly books keep that from snowballing, and they make the Sunbiz annual report, sales tax filings and the tax return simple. Brian works from read-only bank feeds and sends a monthly P&L and balance sheet.

Your software, kept clean

QuickBooks Online or whatever you use, with read-only bank feeds.

Numbers ready for tax

Year-end close goes straight to the person who prepares your return.

What You Get

Monthly bookkeeping for Port St. Lucie

Monthly coding

Each transaction categorized so your reports show where money went.

Account matching

Bank and credit cards reconciled to statements every month.

Clear reports

P&L and balance sheet each month for you, your lender or your partner.

Catch-up books

Past months rebuilt from statements and receipts, however far back.

See the full Bookkeeping service →

How It Works

Working With Brian From Port St. Lucie

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 Port St. Lucie, 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 Fort Pierce Jensen Beach Stuart Palm Bay Melbourne Okeechobee

FAQs

Frequently Asked Questions

Questions Port St. Lucie business owners ask about bookkeeping.

Do I need to come to Vero Beach for bookkeeping?

No. Most clients work with Brian by phone, email and secure upload. Most Port St. Lucie owners never visit at all, since bank feeds and receipts come in electronically each month.

What does monthly bookkeeping cost?

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

When is my Sunbiz annual report due?

Florida corporations and LLCs file the annual report with the Department of State by May 1. Filing late costs a $400 fee for profit corporations and LLCs, so it is worth putting on the calendar.

Which bookkeeping software do you use?

Whatever you already use. Most clients are on QuickBooks Online, and Brian connects with read-only access to your bank feeds so nothing moves without you.

How should I track sales tax on what I sell here?

Record taxable sales separately from exempt ones and reconcile them to your filings. In 2026 St. Lucie County's rate is 7%, the 6% state rate plus a 1% surtax. Confirm current rates with the Florida Department of Revenue.