Bookkeeping and financial support for the work behind your business.
Bookkeeping, payroll support, AP/AR, and QuickBooks cleanup — organized so you always know what you're getting.
SoFlo360 is a Florida-based bookkeeping and accounting firm working with startups, small businesses, and Latino-owned businesses across the state. Everything we do runs cloud-based and remote, which means our clients aren't limited to one city — and they aren't paying for a downtown office either. Spanish-friendly support is available when it helps.
Our work is organized around four core services. Each one is its own page, with its own scope, so you can match what you actually need without paying for services you don't. The summaries below explain the role each service plays — and link to the full page if you want the detail.
The work we do, organized by what it solves.
Bookkeeping
Monthly bookkeeping is the foundation. We categorize transactions, reconcile bank and credit card accounts, manage the chart of accounts, and produce monthly Profit & Loss, Balance Sheet, and Cash Flow reports so your numbers stay current and tax-ready.
If your books are behind, catch-up bookkeeping closes the gap before monthly service begins. Best for businesses that have outgrown DIY, are switching from another bookkeeper, or are getting ready for a CPA, lender, or buyer.
Explore BookkeepingPayroll Support
Payroll Support covers payroll setup, payroll runs for smaller businesses, employee payment tracking, payroll reports, and the bookkeeping that goes with payroll — so your wages, employer taxes, and contractor payments flow correctly into your monthly books.
This is scoped to what a small business actually needs at small-business scale — not enterprise-level compliance promises. We work alongside QuickBooks Payroll and similar tools rather than replacing them.
View Payroll SupportAP & AR Support
Bills, invoices, customer payments, vendor records, and aging reports — connected to your bookkeeping so cash flow stays visible. We help with bill entry, invoice creation, payment tracking, vendor and customer record organization, and the AP/AR side of month-end close.
When AP/AR is handled separately from bookkeeping, the books and the bank rarely agree. We keep them connected so what's in QuickBooks matches what's outstanding.
View AP & AR SupportQuickBooks Cleanup
QuickBooks setup, Chart of Accounts cleanup, transaction cleanup, and reconciliation support — turning a messy file into a system you can rely on. This is a one-time engagement: we get the file accurate, then either you take it from there or we transition into ongoing monthly bookkeeping.
Common scenarios: years of un-reconciled accounts, prior bookkeeper left things in disarray, miscategorized transactions, or a brand-new file that was never set up correctly. We work in QuickBooks Online primarily.
Clean Up QuickBooksFlorida small businesses across a range of industries.
We've stayed deliberately industry-broad rather than niching down to one vertical — most small businesses share more bookkeeping fundamentals than they differ. That said, several industries see us often enough that we've built dedicated pages.
A working relationship, not a one-off transaction.
A typical engagement starts with a free consultation — we look at your current setup, ask about what's working and what isn't, and figure out the right scope. From there: a written proposal, a fixed monthly engagement (no surprise bills), and ongoing communication in whatever language and rhythm works for you.
We coordinate with your CPA at year-end, communicate proactively when something looks off, and treat your books as a tool for running the business — not a tax-time scramble. If you don't have a CPA yet, we can refer.
Financial reporting that turns your books into something you can read.
Financial reporting is included as a supporting part of bookkeeping — not a separate service. Once your books are organized, the reports are the by-product.
Profit & Loss
A clear monthly picture of revenue, expenses, and net income — so you can see what's actually happening in the business.
Balance Sheet
Assets, liabilities, and equity — organized so you understand where the business stands at any point in time.
Cash Flow Summary
A practical look at cash coming in and cash going out — connected to AP/AR and payroll so the numbers match the bank.
Reports are part of the bookkeeping plan — there is no separate Financial Reporting page or standalone product.
Guides that go deeper on each service.
If you want context before you reach out, our blog has plain-English explanations of how each of these services tends to work in practice.
Not sure which service fits?
Book a free consultation. We'll review your current setup and recommend the right next step.