Bookkeeping & Accounting Services for Businesses
Accurate, up-to-date books and monthly financial statements for companies in Greenacres, West Palm Beach, and across Palm Beach County.
Reliable books, every month
Your bookkeeping is the foundation for every financial decision you make: pricing, hiring, borrowing, and paying taxes. When the books fall behind, those decisions become guesses.
Coastal Financial Assistance provides business-to-business bookkeeping for companies that want professional accounting without the cost of an in-house department. We keep your records current, reconcile your accounts, and deliver monthly financial statements you can rely on.
What’s included
Professional bookkeeping
Recording and categorizing all income and expenses on a weekly or monthly schedule.
Bank & credit card reconciliations
Every account reconciled to statements each month so balances are accurate.
Accounts payable & receivable
Track what you owe and what you are owed, with aging reports to protect cash flow.
Monthly financial statements
Profit and loss, balance sheet, and cash flow reports delivered every month.
Books reconstruction & cleanup
Catch-up bookkeeping and reorganization of past records that are incomplete or disorganized.
QuickBooks setup & maintenance
Configuration, chart of accounts, bank feeds, and ongoing QuickBooks support.
Financial analysis
Reports and insight that help you make decisions about pricing, costs, and growth.
Tax-ready year end
Organized books and a year-end package that make tax season simple.
Accrual or cash basis: we work both ways
The right accounting method depends on your entity type, size, and tax strategy. We work under both the accrual method and the cash method and adapt the method to the structure and tax needs of each client.
- Accrual basis: records revenue when earned and expenses when incurred, for a truer picture of performance
- Cash basis: records transactions when money moves, simple and common for smaller businesses
Businesses we work with
Frequently asked questions
How much does outsourced bookkeeping cost?
Pricing depends on your transaction volume, number of accounts, and how often you need reports. After a free consultation we give you a clear monthly fee with no surprises.
Can you fix books that are months or years behind?
Yes. Books reconstruction and cleanup is one of our core services. We organize past records, reconcile each account, and bring everything current before starting monthly bookkeeping.
Do I need to use QuickBooks?
We recommend QuickBooks for most small businesses, and we can set it up for you or take over an existing file. We can also discuss what works best for your operation.
Do you work with businesses outside Greenacres?
Yes. We serve businesses throughout Palm Beach County, and much of our bookkeeping work can be done remotely.
Get your books in order. Start with a free consultation.
Tell us about your business or association. We will review where things stand and recommend a clear next step, in English or Spanish.