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Private Bookkeeping, AI Automations & Notary Services - ($400 Monthly) (Miami, FL)
license info:
Notary Public (RON Certification)
offered in person
offered virtually
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We are a family-owned and operated firm based in Miami, Florida. I’m Thalia, and I bring more than 10 years of bookkeeping and financial-management experience across multiple industries. My husband handles the programming, systems development, automation, and technical side of the business.
Together, we combine experienced bookkeeping with modern technology.
We intentionally work with a limited number of clients so we can provide faster, more responsive, and more personal service. You are not placed at the end of a long service queue. We are available to help you resolve issues, understand your numbers, and keep your financial systems running smoothly.
We currently have only three client spots remaining before we stop accepting new bookkeeping clients.
Our mission is quality over quantity. We would rather support a smaller number of businesses properly than take on more clients than we can serve. Limiting our client list allows us to remain responsive, provide on-demand support, and give each business the attention it deserves.
This is what private bookkeeping is all about.
You can keep things simple with dependable monthly bookkeeping for a flat monthly rate, or expand your service with AI-assisted analysis, custom dashboards, automated reports, and systems designed specifically around your business.
Books Plus Technology
After working across different industries, we have found that the strongest combination is experienced bookkeeping supported by custom technology.
We have developed:
* Custom Excel scripts and automated spreadsheets
* Financial and operational dashboard websites
* AI-assisted reporting and financial analysis tools
* Automated reconciliation and reporting workflows
* Custom internal business systems
* Warehouse Execution Systems, also known as WES systems
* Performance, cash-flow, inventory, and workflow dashboards
* Python and JavaScript automation tools
* Custom programs designed around specific business processes
These tools can help reduce manual work, identify problems faster, improve visibility, and give you a clearer understanding of how your business is performing.
Not every client needs advanced technology. We can keep the service traditional and simply handle your books accurately each month, or we can build a more advanced system that gives you deeper insight into your finances and operations.
Our Bookkeeping Services
* Monthly bookkeeping and reconciliations
* QuickBooks setup, cleanup, and ongoing management
* Bank and credit-card reconciliations
* General ledger maintenance
* Journal entries and account adjustments
* Monthly financial statements
* Accounts payable and receivable
* Cash-flow forecasting and budgeting
* Payroll and sales-tax coordination
* CPA and tax-advisor collaboration
* Business reporting and compliance support
* Construction forms, pre-lien notices, waivers, and releases
* Cryptocurrency accounting coordination
* Custom reports, documents, and workflow support
Notary and Remote Online Notary Services
We also provide traditional notary services and Remote Online Notarization, also known as RON.
If you are working out of town, located in another county, unable to travel, or need a document notarized quickly, we can help you complete the process without the stress of searching for an available notary.
Remote Online Notarization allows eligible documents to be notarized through a secure online video session, making it easier to receive notary services from home, the office, or while traveling.
Our notary services include:
* Remote Online Notarization
* In-person notarization by appointment
* Affidavits and sworn statements
* Business and personal documents
* Contracts and agreements
* Acknowledgments and jurats
* Construction-related documents
* General document notarization
Document eligibility, identification requirements, and availability may vary depending on the document and applicable laws.
There is no need to wait, rush across town, or search for a last-minute notary. We are here to help you get it completed quickly and professionally.
Private Service. Limited Clients. Faster Support.
We limit the number of businesses we work with so we can provide on-demand support without sacrificing accuracy or quality.
Whether you need straightforward bookkeeping, faster financial support, advanced dashboards, AI-assisted analysis, custom automation, a complete business system, or notary services, we build the relationship around your needs.
You are the captain of the ship. We are here to guide you, support you, and help you reach your destination with accurate books, better systems, clearer information, and dependable service.
Simple and Flexible Pricing
Traditional bookkeeping may be provided for a flat monthly rate.
Monthly pricing depends on transaction volume, number of accounts, reporting requirements, cleanup work, and the current condition of your books. Custom dashboards, automation, AI tools, backdated bookkeeping, and development projects are quoted separately based on the scope of work.
Notary and Remote Online Notary pricing depends on the type of document, number of notarizations, travel requirements, and whether the service is completed remotely or in person.
Available in Monroe, Miami-Dade, Broward, and Palm Beach counties, with fully remote bookkeeping and eligible Remote Online Notary services available nationwide where permitted.
Schedule a Complimentary Consultation
Consultations are always free.
To get started, please email us through the Craigslist email relay with a brief description of your business, the services you need, and the best time to reach you.
After the initial email, we can exchange direct contact information and schedule a video call, Google Meet, phone call, or in-person meeting when available. We are flexible and will use whichever communication method works best for you.
We use email as the first point of contact to help distinguish legitimate businesses and individuals who genuinely need assistance from scammers, spam messages, and unwanted solicitations.
Serious inquiries are welcome, and there is no obligation to move forward after the consultation.