Tier 1
Starter
Solo owners and small operators.
$149
/month
Best fit if:
- Transactions: under 50/month
- Monthly expenses: under $10K
- Accounts: 1–2 accounts
Service Area · Dunedin
Bookkeeping Services for Dunedin Small Businesses
SoFlo360 is a Florida-based bookkeeping firm serving Dunedin small businesses remotely. We're an hour and a half east in Polk County. Dunedin is a small town, and we structure the engagement that way — flat monthly pricing, no minimum size, no admin fees layered on. Suits Main Street operators, craft businesses, vacation rental hosts, and the service businesses that make up the local economy.
How We Work
How we work with Dunedin-area businesses
Dunedin is a small market — about thirty-six thousand residents, a tight downtown, and a small-business economy that runs on independent operators rather than chains. We made this page because the city's Main Street operators and small craft businesses are exactly the kind of clients we're built to serve well: under-served by big firms, charged too much by mid-sized ones, and frustrated with the "our smallest plan is $800 a month" pricing models that don't fit a one-or-two-person shop. If that's the situation, we're probably a good fit. If your business is much larger, the bigger Tampa Bay firms may still be the right call.
Industries
Dunedin industries we work with
Dunedin's economy is small-scale and independent. These are the categories that line up well with our work here.
Restaurants & Cafés
Main Street restaurants & cafés
Independent restaurants, cafés, and bistros along Main Street and the Pinellas Trail corridor. Food cost, labor, tips, daily sales, Pinellas 1% surtax tracked clean each month.
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Craft & Specialty
Craft & specialty businesses
Craft breweries (Dunedin has more breweries per capita than almost anywhere in Florida), distilleries, specialty food, and craft retail. COGS, inventory, and seasonal cash flow tracked the way a CPA wants to see it.
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Vacation Rentals
Vacation rental hosts
Honeymoon Island, Caladesi, and the Dunedin causeway. Per-property income/expense tracking, Pinellas tourist development tax (6%) setup, and clean Schedule E or C books for tax season.
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Service Businesses
Small service businesses
Solo operators and small teams — salons, fitness studios, healthcare providers, professional services, mobile services, home services. The kind of business where one person wears every hat and bookkeeping shouldn't take half a day.
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Boutique Retail
Boutique retail
Main Street shops, antique stores, gift shops, and boutiques. Inventory tracking, sales tax setup, daily reconciliation, and books that line up with what's on the shelf.
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Real Estate
Boutique real estate
Solo agents and small boutique brokerages serving the second-home and retiree market around Dunedin and north Pinellas. Commission income, marketing spend, Schedule C or S-corp-ready books.
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How remote bookkeeping works
The work runs the same whether you're in Dunedin or anywhere else in Florida. Here's how a typical engagement is structured.
01
Free consultation by video or phone
A 30-minute call to understand the business, the current state of the books, and what you actually need. No prep required.
02
Secure document upload
You upload bank statements, prior tax returns, and any existing QuickBooks file through our client portal — encrypted and secure.
03
Monthly bookkeeping rhythm
Each month: bank feeds reconciled, transactions categorized, reports delivered. Questions answered by email or short calls as needed.
04
Year-end hand-off to your CPA
Clean year-end packet delivered to whichever CPA or tax preparer you use — Dunedin-area or otherwise. Their job is the return; ours is making it easy.
Pricing
Small business pricing that fits a small town.
Starter is built for solo operators and one-or-two-person shops. No setup fees, no minimums, no surprise add-ons. The pricing is the same in Dunedin as anywhere else in Florida.
Tier 2
Growth
Established small businesses ready for a real monthly close.
$399
/month
Best fit if:
- Transactions: 50–200/month
- Monthly expenses: $10K–$50K
- Accounts: 3–4 accounts
Tier 3
Scale
Growing businesses with more complexity and advisory needs.
$799
/month
Best fit if:
- Transactions: 200–500/month
- Monthly expenses: $50K–$200K
- Accounts: 5+ accounts
See the full pricing breakdown including complexity adders, cleanup pricing, and FAQ.
Dunedin FAQ
Common questions from Dunedin-area business owners.
Probably not. The Starter plan at $149/month is built for under-50-transactions-per-month operators with one or two accounts — a solo café owner, a single Airbnb host, a one-person service business. If your monthly volume is under that, we'll let you know honestly whether monthly bookkeeping makes sense or whether a quarterly cleanup arrangement fits better.
Yes — at the level needed to keep clean monthly books. We track inventory purchases, COGS calculations, and end-of-period adjustments. For brewery TTB excise reporting or anything beyond standard inventory bookkeeping, that's outside our scope and we'll point you to specialists.
Rarely. We're ninety minutes east, and we've found that video calls handle every part of the engagement faster — onboarding, monthly questions, year-end review. If something genuinely needs an in-person conversation, we'll make the drive. Most Dunedin clients have never asked, and most Dunedin questions get resolved in 15 minutes on Zoom.
Yes. Pinellas tourist development tax is 6% on rental income, separate from the 6% state sales tax and the 1% county discretionary surtax. We set the books up to track each correctly per transaction, including what Airbnb or VRBO has already collected and remitted versus what you still owe.
Yes — that's actually one of our most common starting points. We'll review the existing file, fix what needs fixing (chart of accounts, miscategorized transactions, missing reconciliations), and then take over the monthly close from there. QuickBooks cleanup is a separate service if a lot of cleanup is needed first — we'll give you an honest read on what's required before quoting it.
Often, yes — especially for the smaller end of the market. We don't pay Pinellas commercial rent, and our Starter tier at $149/month is genuinely built for the operator size that Dunedin actually has. Compare us against the quotes you've received locally. Just check whether their lowest tier really fits your situation, or whether you'd end up on a higher plan than what your books actually need.
Dunedin small business? Let's talk.
Book a free 30-minute consultation. We'll review where your books stand and recommend the right next step. Phone, video, or email — whatever works.