Contact Us 239-542-2558

Family Owned & Locally Trusted

239-542-2558

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Family Owned & Locally Trusted

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Call Us

239-542-2558

Opening Time

Mon-Thurs: 8AM-4PM

Email Us

[email protected]

Services

Monthly Accounting/ Payroll Support

Our monthly accounting and/or payroll services keep your financial records accurate and up-to-date. We handle recording and categorizing transactions, reconcile bank and credit card statements and prepare detailed statement of operations monthly. Additionally, we manage electronic sales tax calculations and payments, along with payroll tax payments and filings to ensure compliance. Our payroll services simplify wage processing, tax calculations, and benefits management, ensuring timely and accurate payroll while allowing you to focus on your core business. Trust us for reliable, efficient, and secure financial and payroll solutions tailored to your needs.
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Virtual Accounting Support

Our virtual accounting services are designed to offer flexible support and guidance whenever you need it, addressing specific issues and providing expert advice to help you navigate your financial challenges.

We also deliver a comprehensive range of solutions, including accurate and timely bookkeeping, where we record and categorize transactions, reconcile bank and credit card statements, and prepare detailed statements of operations. Gain real-time access to QuickBooks Online, balance sheets, and income statements to make well-informed decisions with the most current data. Our aim is to simplify your financial management by leveraging advanced digital tools, ensuring clarity and efficiency from anywhere.

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Incorporate a Business

Our service for setting up new businesses covers a range of entity types to match your goals. We assist with the formation of sole proprietorships, partnerships, limited liability companies (LLCs), and corporations (S-Corps and C-Corps). From registering your business name to handling required documentation and compliance, we guide you through each step of the setup process. Our expertise ensures a smooth and efficient start, laying a solid foundation for your new venture’s success.
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Tax Planning

Our tax planning services are designed to help you navigate complex tax regulations and optimize your financial strategy. Plan ahead with our expert tax planning services. We work with individuals and businesses to create strategies that reduce tax liabilities, optimize financial outcomes, and ensure compliance with all tax regulations. Our proactive approach includes strategic planning for both short-term and long-term tax implications, aiming to enhance your financial health and achieve your goals.

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Tax Preparation

Our tax preparation services for businesses and individuals ensure accurate and efficient filing of your tax returns. We meticulously analyze your financial situation to maximize deductions and credits, aiming to minimize your tax liability. Our expertise in current tax laws guarantees compliance and optimizes your tax outcomes. Whether for corporate or personal taxes, we handle all aspects of the preparation process, providing you with peace of mind and allowing you to focus on your business or personal goals.

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Onboarding Process for Our Services

Contact Us
step 1
Submit an application

for our monthly services and schedule an appointment, either through a virtual meeting or a phone call. During this appointment, we’ll gain a thorough understanding of your business, explore your objectives, and tailor our services to meet your specific needs

Step 3

During onboarding, we will gather the necessary information and set up your account in our secure client portal. We’ll guide you through the setup of any required applications and software, ensuring you are comfortable and proficient with the process.

Step 2

If we determine a good alignment, we’ll provide an engagement letter detailing our services and pricing. We will then initiate the onboarding process.

step 4

Sit back, relax and let us handle your accounting. We will update your books each month, reconcile all accounts, and deliver precise, transparent financial reports.

Onboarding Process for Our Services

Contact Us
step 1
Submit an application

for our monthly services and schedule an appointment, either through a virtual meeting or a phone call. During this appointment, we’ll gain a thorough understanding of your business, explore your objectives, and tailor our services to meet your specific needs

Step 2

If we determine a good alignment, we’ll provide an engagement letter detailing our services and pricing. We will then initiate the onboarding process.

Step 3

During onboarding, we will gather the necessary information and set up your account in our secure client portal. We’ll guide you through the setup of any required applications and software, ensuring you are comfortable and proficient with the process.

step 4

Sit back, relax and let us handle your accounting. We will update your books each month, reconcile all accounts, and deliver precise, transparent financial reports.

Experience

Our Accreditations

What Our Clients Say
Cape Coral Accounting has been our personal and business CPA service for many years and we are always satisfied with their over the top service that they have always given us. They are quite efficient and current with all of our needs. We would totally recommend using their service without any hesitation.
Elise Adelma
I highly recommend Cape Coral Accounting Service for all your personal or business accounting needs. Lori and Whitney are professional and knowledgeable and provide great personalized service!
Susan TurnerTurner Aluminum Inc. - Cape Coral, Fl.
I am pleased with Cape Coral Accounting Service for their professionalism,expertise,integrity,promptness in doing my personal taxes for the past 12 years.
Rodney Oudi, Lee Mental HealtMental Health
The Cape Coral Accounting team is efficient and professional in all their work. They know our business and personal needs and exceed our expectations. They have a great accounting team!
Heather
As a financial intuition we are always looking for business partners to refer our customers to. I have been referring our customers to Cape Coral Accounting for over 5 years. They have always provided excellent service and are a very knowledgeable and professional. We will continue to refer business to Cape Coral Accounting for many years to come.
Cindy JamesCindy James, AVP Branch Manager Capital Bank
As an International Real Estate investor from Australia it is necessary for us to employ an US accountant to handle our US taxation. Cape Coral Accounting provide an excellent service and go above and beyond normal service to meet our needs. It is reassuring to have this professional link in the US to act on our behalf, and they respond quickly to any inquiries/issues we may have. They communicate effectively with excellent response time
Tina and Martin J.
I have a business to run in USA. The business I am in is very changeling because currently, I do not live in the USA. Unfortunately, my previous accountant got me into a big mess which was unbelievable. I was very unhappy with their firm. Then I found Lori’s website (Cape Coral Accounting LLC). Since I switched to Lori in late 2012, everything has been filed on time and all accounting issues have been cleaned up. Thank you Lori!
Seckin Doganay
The thing that I like most about Cape Coral Accounting is that they seem to be really good with numbers. We recently moved our business from NY which involved moving our factory and residence. Along with that comes transferring our LLC’s to Florida, establishing New LLC’s, setting up sales tax, business licenses and maintaining that didn’t give us any room to run the business. We are very thankful that they are with us to help keep us on track while we continue to run a successful business.
Michael Zausner
I am from Canada and a group of us have used Lori’s services for our accounting investments in the US. We had initially researched a number of different accounting services and found Lori to have the most comprehensive knowledge as well as the most competitive rates. Lori has been terrific with prompt replies and highly accurate performance. I have since recommended her to more Canadian investors and will continue to do so. I have been very happy with her services and extensive experience.
Tracy Austin, Ph.D.
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