Starter
Solo owners and small operators.
Best fit if:
- Transactions: under 50/month
- Monthly expenses: under $10K
- Accounts: 1-2 accounts
SoFlo360 is a Florida-based bookkeeping firm serving Sarasota-area small businesses remotely. We're in Polk County, an hour and a half north, and the entire engagement runs online. Built for the hospitality, real estate, marine, and creative businesses that drive the Sarasota and Venice economy.
Sarasota's economy is tourism, real estate, the arts, and the affluent retiree market that supports a deep bench of service businesses. For a small operator that mix means seasonal swings, a lot of 1099 and contractor work, and books that need to stay clean through a busy winter and a slow summer. We handle it remotely: bank feeds, document upload, monthly close on a calendar date. We're an hour and a half north in Polk County. Close enough, but you'll run the whole engagement online.
Where we tend to fit best in the Sarasota market, by industry. If your category isn't listed, it's still worth asking. About half our work is in industries we don't have a dedicated page for yet.
Restaurants, cafés, tour operators, and small lodging businesses across Sarasota, St. Armands, and Siesta Key. Seasonal cash flow, tips, daily sales, and Sarasota County sales tax tracked monthly.
View serviceSolo agents and small teams across Sarasota, Venice, and Lakewood Ranch. Commission income, splits, MLS dues, and Schedule C or S-corp-ready books that keep up with a seasonal, high-value market.
View serviceCharters, detailing, marine repair, and fishing guides operating out of Sarasota Bay and Venice. Seasonal cash flow, fuel and slip expenses, and 1099 mate or captain records handled cleanly.
View serviceGalleries, studios, designers, and creative shops in a market known for the arts. Project and commission income, consignment, and clean owner-draw books for one-person and small studios.
View serviceResidential subs and small GCs working the Lakewood Ranch and Venice growth corridors. Job costing, 1099 vendor records, and CPA-ready year-end books.
View serviceAirbnb and VRBO owners on Siesta Key, Lido, and the Sarasota mainland. Per-property tracking, the Sarasota County tourist development tax, and clean Schedule E or C books per unit.
View serviceBeing in Sarasota doesn't change how the engagement works. The same four steps carry every client from first call to year-end.
We start with a free 30-minute conversation about your business, the shape your books are in, and what you actually need. You don't have to prepare anything.
Through the secure client portal you hand over bank statements, prior tax returns, and the QuickBooks file if one exists. Encrypted and secure.
Each month we reconcile the bank feeds, categorize every transaction, and send your reports. Questions are handled by email or short calls as they come up.
A clean year-end packet goes to your CPA or tax preparer, whoever that is. Their job is the return. Ours is making it easy.
What a business in Sarasota pays is exactly what a business anywhere else in Florida pays. Fixed, transparent, no location adjustment in either direction. 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:
For complexity adders, cleanup pricing, and the FAQ, see the full pricing breakdown.
Thirty minutes, free. We review the state of your books and recommend what to do next. Take it by phone, video, or email.