Services

Working Together

Support That Fits Your Business

Every business is different, so every engagement is scoped to your needs. Book a consultation and we'll recommend the right starting point and give you a clear quote.

Catch-Up & Cleanup

For businesses with books that are behind or a QuickBooks file that needs to be fixed.

  • QuickBooks review and cleanup

  • Catch-up bookkeeping for prior months

  • Bank & credit card reconciliations

  • Transaction review & categorization

  • Profit & Loss and Balance Sheet reports

  • Year-end bookkeeping preparation

  • CPA coordination

Monthly Bookkeeping

Ongoing bookkeeping and reporting so your numbers stay accurate and current.

  • Monthly bookkeeping

  • Bank & credit card reconciliations

  • Transaction review & categorization

  • Monthly Profit & Loss and Balance Sheet reports

  • Business expense organization

  • Owner contribution/distribution tracking

  • CPA coordination

Advisory & Due Diligence

Financial review and documentation support for lenders, buyers, CPAs, and state agencies.

  • Business financial review

  • Cash-flow & expense review

  • Tax-readiness planning & CPA coordination

  • Bank/lender documentation packages

  • Due diligence organization

  • State business & revenue filing support

  • Business purchase/sale support

Streamline Your Books. Scale Your Business.

Keep your books organized, your financials clear, and your business on the right track with reliable bookkeeping and personalized advisory support.

why choose us

Personal. Practical. Organized.

You get direct support tailored to how your business actually operates, not a one-size-fits-all package. Tapias Advisory Group focuses on usable systems, accurate records, and the real needs of your business.

We bring QuickBooks, documentation, reporting, and advisor coordination together in one place, so you always know where you stand and you're prepared when your CPA, bank, or a state agency asks.

  • Direct, one-on-one support

  • Tailored to your business

  • Accurate, reliable records

  • Usable financial systems

  • QuickBooks setup & cleanup

  • CPA and lender-ready document

Contact Details

  • (786) 484-6047

  • Port Saint Lucie, FL

    U.S.A

Copyright 2026. Tapias Advisory. All rights reserved.