#1 Rated Bookkeeping Service for Your Lakeland Small Business

Running a small business is a thrilling adventure. You’re the captain of your ship, navigating through the waves of opportunities and challenges. But let’s be honest—keeping track of your finances can sometimes feel like you’re in the Bermuda Triangle. That’s where our bookkeeping services come to the rescue, acting as your trusty compass, guiding you towards financial clarity and success.

What Exactly Are Bookkeeping Services?

Bookkeeping services are the unsung heroes of the business world. They ensure that every penny is accounted for, every transaction is recorded, and your financial health is always in check. Think of bookkeeping as the foundation of your financial house. Without a solid foundation, even the best skyscraper can crumble.

Bookkeepers manage everything from tracking daily expenses, managing payroll, and reconciling bank statements to producing key financial reports. They organize financial data in a way that makes it easy for business owners and accountants to understand and make informed decisions.

Accurate bookkeeping can reveal insights about where your money is going, highlight areas for cost savings, and ensure you meet all compliance requirements. Essentially, they provide the financial clarity and stability needed to plan for the future, secure investments, and grow your business with confidence.


Why Are Bookkeeping Services Important?

  1. Financial Clarity: Imagine driving at night without headlights. That’s what it’s like running a business without proper bookkeeping. With bookkeeping services, you get a clear view of your financial status at any given moment.
  2. Tax Preparation: Come tax season, you don’t want to be scrambling to find receipts and invoices. Bookkeeping keeps everything organized, making tax filing a breeze.
  3. Informed Decisions: Want to know if you can afford that new equipment or hire an extra hand? Good bookkeeping gives you the data to make informed choices.
  4. Cash Flow Management: Keep track of your income and expenses to avoid any nasty surprises. Knowing where your money is going helps you plan for the future.
  5. Compliance: Stay on the right side of the law with accurate financial records that comply with local regulations.


Key Components of Bookkeeping Services

  • Transaction Recording: Every sale, purchase, and expense is meticulously recorded.
  • Reconciliation: Matching your books with bank statements to ensure everything adds up.
  • Financial Reporting: Generating profit and loss statements, balance sheets, and other essential reports.
  • Accounts Payable and Receivable: Keeping track of what you owe and what’s owed to you.
  • Payroll Management: Ensuring your team gets paid accurately and on time.


Turning Chaos into Order

Meet John, a small business owner in Lakeland, FL. He runs a thriving woodworking shop in Lakeland but was drowning in a sea of receipts and invoices. He gave us a call and asked about our bookkeeping services. It took a little time, but with his finances organized, John not only saved time but also discovered he could afford to expand his business and hire his first employee. He finally has peace of mind and and extra set of hands! 


Bookkeeping Questions to Consider

  • Are your financial records up to date?
  • Do you know your current cash flow situation?
  • How much time are you spending on bookkeeping instead of growing your business?




The Bottom Line

Bookkeeping services are not just about keeping your books in order. They’re about giving you peace of mind, freeing up your time, and providing the financial insight needed to grow your business. Whether you’re a 1099 contractor, a small business owner, or just someone with a complex tax situation, investing in professional bookkeeping is a step towards a brighter, more organized future.

Remember, your business deserves the best, and that includes top-notch bookkeeping services. Let’s make financial chaos a thing of the past and pave the way for success!

Contact us today for a Free Complimentary Consultation and experience the benefits of our bookkeeping services firsthand. you’ll be glad you did. 

Client Testimonials

Jeremy Carrera
Jeremy Carrera
April 14, 2024
I cannott express enough gratitude for the exceptional service provided by Mr. Jim Herbert at ProTax and Accounting in Lakeland, Florida. From the moment I step foot into their office, I felt welcomed and valued as a client. Mr. Herbert is not only incredibly communicative but also thorough, professional, honorable, and respectable. He handles everything by the books, ensuring compliance and accuracy in every aspect of his work. What truly sets him apart is his dedication to meeting individual needs. He listens attentively to questions, providing direct and immediate answers, and even follows up with additional insights gained from deep research. This level of personalized attention is rare and greatly appreciated.!! Switching accountants can be scary, but Mr. Herbert made the transition seamless and reassuring. He not only instilled confidence in his abilities but also acted as a true financial mentor, guiding me towards a successful future. The atmosphere at ProTax and Accounting is welcoming, with a friendly environment and comfortable amenities. If you're in the Lakeland area and in need of tax services, I highly recommend Mr. Jim Herbert and his team. With their expertise and support, you're in good hands for a prosperous financial journey! Thank you for a wonderful experience! -Jeremy
Robin Gillespie
Robin Gillespie
April 8, 2024
Mr. Herbert was very professional in asking questions and reviewing all the in depth details of our tax returns. He was referred to us by a friend, and we are glad we made the change from our previous accountant. We would highly recommend Mr. Herbert to anyone looking for a good accountant.
Sharon Palmer
Sharon Palmer
April 3, 2024
Working with Jim was a pleasure. He answered any questions I had regarding my taxes and completed my tax return quickly. I am glad to have a tax preparer who is local! He is very personable and knowledgeable. I will happily use his service next year!
Kaitlynn Stevenson
Kaitlynn Stevenson
March 30, 2024
Jim made tax filing easy and painless! I would highly recommend working with Jim for all you tax needs!
derek lincoln
derek lincoln
March 19, 2024
Best tax professional i have worked with! Knowledgeable and organized, will definitely be using Jim for years to come!
Lizette Cassidy
Lizette Cassidy
March 12, 2024
Having Jim do our taxes was convenient and a great experience! We will use his service again next year! He came right to our house two times. Once to pick up our information and then when our taxes were done for us to sign them. It is a really great service that he has! Thank you, Jim☺️
Jennifer Myers
Jennifer Myers
February 29, 2024
Jim was amazing he helped me file my taxes. He went over all my documents with me and answered all of my question's. Jim helped me understand everything I was filing. Jim will always be my go to for my taxes.
John Crow
John Crow
February 28, 2024
Quite simply, Jim is the best we've ever worked with. We are very happy with everything he did for us, and I feel confident that you will be to.
Mary Kay Wills
Mary Kay Wills
February 17, 2024
Jimmy is really knowledgeable and patient with me and my questions. Was on time for our appointment and affordable. Highly recommend.
Glenn Gillespie
Glenn Gillespie
February 16, 2024
Jimmy filed our 2023 taxes and we couldn't be any happier with the outcome! He was extremely helpful and we will be using him moving forward! Thank you Jimmy