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 industries where we fit Fort Myers small operators best. If yours isn't here, ask 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
Every engagement in Fort Myers runs on the same remote workflow we use across Florida. Four steps, start to finish.
01
Free consultation by video or phone
Thirty minutes on video or phone. We go through the business, where the books stand, and what you actually need. Nothing to prepare.
02
Secure document upload
Bank statements, prior tax returns, and any existing QuickBooks file go through our encrypted client portal.
03
Monthly bookkeeping rhythm
Every month the bank feeds get reconciled, transactions get categorized, and reports land in your inbox. Questions run over email or a short call.
04
Year-end hand-off to your CPA
At year-end your CPA or tax preparer gets a clean packet from us. The return is their job; making it painless is ours.
Pricing
Fort Myers pricing. Same as the rest of Florida.
Pricing in Fort Myers is the same fixed, transparent pricing we quote everywhere in Florida. No city premium, no city discount. The full breakdown covers 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
The full pricing page covers complexity adders, cleanup pricing, and the pricing 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.
A free 30-minute consultation: we look at where the books stand and tell you the right next step. Phone, video, or email, whichever you prefer.