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 · Fort Myers
Bookkeeping Services for Fort Myers-Area Small Businesses
SoFlo360 is a Florida-based bookkeeping firm serving Fort Myers-area small businesses remotely. We're in Polk County, a couple hours north, and the whole engagement runs online — built for the construction, real estate, marine, and home-services businesses driving Southwest Florida's growth and rebuild.
How We Work
How we work with Fort Myers-area businesses
Southwest Florida — Fort Myers, Cape Coral, Estero, Bonita — is in a long construction and growth cycle, accelerated by post-hurricane rebuilding. That puts a lot of contractors, trades, real estate, and home-services owners in front of more work than they can keep books for. They don't need a big firm; they need clean monthly bookkeeping and tight 1099 and job-cost records. We do that entirely remote: bank feeds, document upload, monthly close. We're a couple hours north in Polk County, but the work never depends on the drive.
Industries
Fort Myers industries we work with
These are the categories where we tend to fit small operators in the Fort Myers market best. If yours isn't listed, ask us anyway — about half our work is in industries we don't have a dedicated page for yet.
Construction
Construction contractors
Residential subs and small GCs riding the Cape Coral, Lehigh Acres, and Estero building cycle, plus the post-hurricane rebuild. Job costing, 1099 vendor records, and CPA-ready year-end books that survive a workers' comp audit.
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Real Estate
Real estate agents & teams
Solo agents and small teams across Fort Myers, Cape Coral, and Bonita Springs. Commission income, splits, MLS dues, and Schedule C or S-corp-ready books for one of Florida's hottest markets.
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Marine & Boating
Marine & boating businesses
Charters, detailing, marine repair, and fishing guides working the Caloosahatchee, Pine Island Sound, and the Gulf. Seasonal cash flow, fuel and slip expenses, and 1099 mate or captain records handled cleanly.
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Home Services
Home-services trades
HVAC, landscaping, pool service, cleaning, and pest control crews serving Lee County's sprawl. Recurring income, crew payroll, vehicle and equipment expenses, and 1099s tracked monthly.
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Hospitality
Restaurants & hospitality
Independent restaurants, cafés, and small lodging on the river district, Fort Myers Beach, and Cape Coral. Food cost, labor, tips, daily sales, and Lee County sales tax tracked monthly.
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Short-Term Rentals
Short-term rental hosts
Airbnb and VRBO owners on Fort Myers Beach, Cape Coral, and Sanibel. Per-property tracking, the Lee County tourist development tax, and clean Schedule E or C books per unit.
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How remote bookkeeping works
The work runs the same whether you're in Fort Myers 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. Their job is the return; ours is making it easy.
Pricing
Fort Myers pricing. Same as the rest of Florida.
We don't charge a city-specific premium in Fort Myers, and we don't discount it either. Pricing is fixed and transparent — see the full breakdown for tier inclusions, complexity adders, and cleanup pricing.
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
Larger or more complex businesses.
$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.
Fort Myers FAQ
Common questions from Fort Myers-area business owners.
We're based in Polk County, about two and a half hours north, and the entire engagement runs online — bank feeds, cloud accounting, video calls, monthly reports. Almost everything in modern bookkeeping runs remote — bank feeds, document upload, cloud accounting, video calls. Most of our Fort Myers clients have never met us in person, and video covers every conversation from onboarding through year-end.
A few reasons. One: no city-office overhead — we work remotely from Polk County, so you're not paying for a Fort Myers storefront. Two: we're built specifically for smaller businesses — solo owners and small teams under a few hundred transactions a month — so we're not priced around the mid-market work larger firms structure around. Three: the engagement is a fixed monthly close, not billable hours. If you're a high-volume, multi-entity operation, a larger firm may genuinely fit you better — and we'll tell you that up front.
Yes. We set the books up to track Florida state sales tax (6%) plus the Lee County discretionary surtax (0.5%) correctly per transaction. For vacation rentals, the county tourist development tax also applies, and we track it per property. We prepare each return so it's ready to file; the filing itself is normally done by you or your CPA.
Southwest Florida — especially Lehigh Acres and parts of Cape Coral — has a large and growing Hispanic business community in the trades and service industries. We offer Spanish-friendly support — calls, emails, and document review can run in Spanish whenever that's easier for the client.
For our purposes, yes. Anywhere in Lee County (Fort Myers, Cape Coral, Estero, Bonita Springs, Lehigh Acres, and Fort Myers Beach) is what we mean by 'Fort Myers-area' on this page. The work is identical and the pricing is identical — there's no location markup.
That's fine. Your QuickBooks Online file is yours — we don't lock it down and we don't trap data. We deliver a clean year-end packet to whoever takes over, and switching costs you nothing on our end — just give us 30 days' notice.
Nearby service areas
Fort Myers 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.