Starter
Solo owners and small operators.
Best fit if:
- Transactions: under 50/month
- Monthly expenses: under $10K
- Accounts: 1–2 accounts
SoFlo360 is a Polk County–based bookkeeping firm right next door to Haines City — 25 minutes west on US-27. We work with construction contractors, trades, restaurants, and Hispanic-owned service businesses across Haines City, Lake Alfred, Lake Hamilton, and Dundee. Local enough that we can meet in person; remote enough that we don't have to.
Haines City has changed a lot in the past five years — Posner Park, the residential growth along US-27 toward Davenport, and the Latino business community along Hinson Avenue and 17th Street have all expanded faster than most of the surrounding county. We serve a lot of clients in this market because we're 25 minutes west on US-27 in Auburndale / Lakeland, and because the kinds of businesses growing here — small contractors, restaurants, lawn-and-landscape operators, service businesses, family stores — are exactly what we built SoFlo360 around. The work runs entirely remote, but we can meet in person at our Polk County office or yours if you'd rather do it that way.
These are the categories where we tend to fit small operators in the Haines City 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.
Concrete, roofing, framing, electrical, HVAC, and finish-trade crews working the Haines City / Davenport / Champions Gate residential growth corridor. Job costing, 1099 vendor records, and CPA-ready year-end books.
View serviceIndependent restaurants, taquerías, panaderías, and family kitchens along Hinson Avenue, 17th Street, and the US-27 corridor. Daily sales, food cost, payroll, and Polk County sales tax tracked monthly. Spanish-friendly throughout.
View serviceSolo and small-team lawn, landscape, pool, pest, and cleaning operators across Haines City, Lake Alfred, Lake Hamilton, and Dundee. Clean monthly bookkeeping, subcontractor 1099s, and S-corp owner-draw setups.
View serviceIndependent auto repair, body shops, mobile mechanics, and welding / fabrication operators in the Haines City / Lake Wales corridor. Parts vs. labor margins, inventory tracking, and clean monthly P&L.
View serviceSolo agents serving the Haines City / Davenport / Lake Wales market. Commission income, splits, marketing spend, MLS dues, and Schedule C or S-corp-ready books.
View serviceSTR hosts running properties on the Haines City / Davenport border (close enough to Disney that the bookings still come). Per-property tracking, Polk TDT (5%), and Schedule E or C–ready books.
View serviceThe work runs the same whether you're in Haines City or anywhere else in Florida. Here's how a typical engagement is structured.
A 30-minute call to understand the business, the current state of the books, and what you actually need. No prep required.
You upload bank statements, prior tax returns, and any existing QuickBooks file through our client portal — encrypted and secure.
Each month: bank feeds reconciled, transactions categorized, reports delivered. Questions answered by email or short calls as needed.
Clean year-end packet delivered to whichever CPA or tax preparer you use. Their job is the return; ours is making it easy.
We don't charge a city-specific premium in Haines City, and we don't discount it either. Pricing is fixed and transparent — see the full breakdown for tier inclusions, complexity adders, and cleanup pricing.
Solo owners and small operators.
Best fit if:
Established small businesses ready for a real monthly close.
Best fit if:
Larger or more complex businesses.
Best fit if:
See the full pricing breakdown including complexity adders, cleanup pricing, and FAQ.
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.