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 St. Augustine-area small businesses remotely. We're in Polk County, about two hours north, and the entire engagement runs online — built for the restaurants, tour operators, shops, and rental owners that run the nation's oldest city's tourism economy.
St. Augustine's economy is tourism, history, and the small businesses packed into the historic district and out to the beaches — restaurants, tours, galleries, shops, and short-term rentals. That's seasonal, cash-and-tip heavy, and exactly the kind of bookkeeping that needs a steady monthly close. We handle it remotely from Polk County: bank feeds, document upload, St. Johns County sales and tourist tax, year-end packet to your CPA. Two hours north, but it all runs online.
These are the categories where we tend to fit small operators in the St. Augustine 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.
Independent restaurants, cafés, and bars in the historic district and out to the beach. Food cost, labor, tips, daily sales, and St. Johns County sales tax tracked monthly, with POS reconciled against deposits.
View serviceWalking tours, trolley and boat operators, guesthouses, and small inns. Seasonal cash flow, deposits, deferred revenue, and tourist tax handled so each season closes cleanly.
View serviceBoutiques, galleries, makers, and souvenir shops along St. George Street and the district. Inventory, retail sales tax, and clean owner-draw books for seasonal, tourist-driven shops.
View serviceAirbnb and VRBO owners in the historic district and at the beach. Per-property tracking, the St. Johns County tourist development tax, and clean Schedule E or C books per unit.
View serviceSolo agents and small teams across St. Augustine, Ponte Vedra, and Nocatee. Commission income, splits, MLS dues, and Schedule C or S-corp-ready books.
View serviceResidential subs and small GCs working the Nocatee and northern St. Johns growth corridor. Job costing, 1099 vendor records, and CPA-ready year-end books.
View serviceThe work runs the same whether you're in St. Augustine 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 St. Augustine, 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.