SoFlo360
Service Area · Sarasota

Bookkeeping Services for Sarasota-Area Small Businesses

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.

How We Work

How we work with Sarasota-area businesses

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.

Industries

Sarasota industries we work with

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.

Hospitality

Hospitality & tourism

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.

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Real Estate

Real estate agents & teams

Solo 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.

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Marine & Boating

Marine & boating businesses

Charters, 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.

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Arts & Creative

Arts, galleries & creative

Galleries, 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.

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Construction

Construction contractors

Residential subs and small GCs working the Lakewood Ranch and Venice growth corridors. Job costing, 1099 vendor records, and CPA-ready year-end books.

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Short-Term Rentals

Short-term rental hosts

Airbnb 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.

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Process

How remote bookkeeping works

Being in Sarasota doesn't change how the engagement works. The same four steps carry every client from first call to year-end.

01

Free consultation by video or phone

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.

02

Secure document upload

Through the secure client portal you hand over bank statements, prior tax returns, and the QuickBooks file if one exists. Encrypted and secure.

03

Monthly bookkeeping rhythm

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.

04

Year-end hand-off to your CPA

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.

Pricing

Sarasota pricing. Same as the rest of Florida.

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.

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
See full Starter details
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 full Scale details

For complexity adders, cleanup pricing, and the FAQ, see the full pricing breakdown.

View full pricing page
Sarasota FAQ

Common questions from Sarasota-area business owners.

We're based in Polk County, about an hour and a half 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 Sarasota 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 Sarasota 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 Sarasota County discretionary surtax (1%) 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.
Sarasota County has a growing Hispanic community, especially across its hospitality, construction, and service businesses. 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 Sarasota County (Sarasota, Venice, Osprey, Nokomis, Siesta Key, and the Lakewood Ranch growth area) is what we mean by 'Sarasota-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.

Sarasota small business? Let's talk.

Thirty minutes, free. We review the state of your books and recommend what to do next. Take it by phone, video, or email.

Call us Book Free Consult →