35 YEARS IN BUSINESS
Our Philosophy Our Approach Our Team Giving Contact
A Private Financial Membership

Real Deal Monthly

One firm for your books, reporting, taxes, and payroll. Senior people who know your file, plain answers instead of jargon, and a standard where nothing is filed until three sets of eyes agree.

Real Solutions. Real Results. Real Deal.

You’ve built a business that runs on your judgment and a fair amount of nerve. What it probably doesn’t run on is a clear, current view of its own numbers, because keeping the books, planning the taxes, and running payroll is a full-time job you’re either paying someone to do halfway, or quietly doing yourself at eleven at night.

Most owners treat their accounting like a treadmill bought in January: it sits in the garage until April, when they climb on, sprint in a panic, and swear they’ll do better. Getting in shape never worked that way, and neither does this. Think of Real Deal Monthly as financial fitness: one team that knows your numbers, reviews them every month, catches the strain before it becomes an injury, and keeps you moving toward the goal.

We’re a South Florida firm that works the way you’d want one to: senior people who know your file, plain answers instead of jargon, and a standard where nothing is filed until it has been prepared, independently reviewed, and signed off by a partner. Three sets of eyes, every time.

A gym membership was never about the treadmill. It was about having someone who knew your numbers, and held you to the plan. The Real Deal Accounting Team
What your membership covers

Four disciplines, one team.

Bookkeeping

Clean, reconciled books every month.

Reporting

A plain monthly read on your numbers.

Tax

Planned all year, no April surprises.

Payroll & more

The money in and out, handled for you.

What you get

Four things off your plate.
Four things you gain.

1

You always know where you stand.

Your books are closed and reconciled every month, not stitched together in spring. Open your file on any given Tuesday and the numbers are real: what came in, what went out, what you actually made.

What that looks likeEvery account reconciled monthly · every transaction coded to the right vendor · personal kept clean of business.
2

Someone reads the numbers for you.

Clean books are the floor, not the ceiling. Each month you get a plain read: what’s trending, where money leaks, how your margins compare, and a short conversation about what to do next.

What that looks likeMonthly P&L and balance sheet · a CFO dashboard of what matters · industry benchmarks · a standing review call.
3

No April surprises, and you keep more.

We plan your taxes across the whole year, on live numbers. Estimates are handled before they’re due, and your entity, compensation, and strategies like cost segregation are structured to keep money where it belongs, with you.

What that looks likeYear-round planning · quarterly estimates · S-corp and reasonable-comp strategy · business and personal returns filed.
4

The busywork runs without you.

Payroll, bill pay, and invoicing are the errands that quietly eat your week. We run them on schedule and sync everything back to your books, so you stop being the bottleneck for money moving in and out.

What that looks likePayroll processed and filed, W-2s and 1099s · bills paid on your approval · invoices sent and chased · all flowing into your books.
Prepared→ Independent Review→ Partner Sign-off→ Filed

It’s a simple standard. Nothing leaves our office until three sets of eyes agree.

Membership

Choose your level.

One flat monthly fee. No hourly meters, no surprise invoices. You know what you pay, and you use it as much as you need.

Foundation
Clean books and a return done right.
  • Monthly bookkeeping & reconciliations
  • Monthly P&L and balance sheet
  • Annual business & personal returns
  • Year-end W-2s and 1099s
Most Chosen
Advisory
Use the numbers, not just file them.
  • Everything in Foundation
  • CFO dashboard & monthly review
  • Year-round tax planning
  • Quarterly estimates & benchmarking
Private
The whole back office, simply gone.
  • Everything in Advisory
  • Payroll, AP & AR managed
  • Advanced tax & entity strategy
  • A dedicated partner on call
Beyond the membership

Occasional, one-off work priced separately from your monthly fee, only when you need it.

Onboarding & books catch-upOne-time, scoped to your file
Prior-year cleanupQuoted per year
Cost-segregation studyQuoted per property
Additional entities or state filingsPriced each
Getting started

When you’re ready, one conversation gets it started.

Week 1 — Kickoff & secure access
Weeks 2–4 — Cleanup & first monthly close
Then — A steady monthly rhythm

No long contract to trap you. Membership is month to month, because we’d rather earn it than lock you in.