SWFL Business Solutions

Your business, sorted out. Then kept that way.

We untangle the books, the companies and the paperwork behind small businesses in Southwest Florida, set up AI tools that take the daily admin off your plate, and keep it all running each month so it never slides back.

Fill out the questionnaire See how it works
Before and after a cleanup
  1. Three companies, one bank accountEach company with its own account and its own books
  2. Deposits nobody can match to a jobEvery deposit tied to the customer who paid it
  3. Sales in two states, reported in oneIncome sourced to the state it was earned in
  4. Contractors paid, no W-9s on fileW-9s collected, 1099s filed on time
  5. A QuickBooks file nobody has reconciled in yearsBooks reconciled every month, ready for tax time
  6. Every email answered by hand, after hoursEmail sorted and replies drafted for you to approve

Business cleanup

For the business that grew faster than its paperwork: more than one company, money moving between them, sales in more than one state, books that don't tie out.

  • Books caught up and reconciled, account by account
  • Each company separated: its own accounts, books and records
  • Income and sales tax sourced to the right state
  • Contractor W-9s and 1099s brought current
  • A simple monthly routine so it stays clean

A fixed price, quoted after a free review of your books.

AI consulting and setup

For the owner who does the email, the scheduling, the documents and the follow-ups personally, and wants the evenings back without handing client data to a stranger.

  • Email sorted, with replies drafted for you to approve
  • Documents filed and named as they come in
  • Reminders, follow-ups and status pages that update themselves
  • A live dashboard of what's due and who's waiting
  • Set up on your own accounts, with your data kept private
One day
5 hours, on site or remote
$2,500
Three days
15 hours, on site or remote
$6,000

Support and maintenance afterward: $250 an hour.

Also available

Starting a business
Choosing the right entity, Florida filing, EIN, S-election timing, payroll and state registrations.
Monthly books
Bookkeeping on a set schedule, bank feeds automated, statements you can read.
Books consolidation
Several companies' books brought together into one clear picture of the whole business.
Websites and office tech
Site build and upkeep, online booking and payments, email moved to Google Workspace, backups and security keys.

How it works

  1. Free review

    Tell us what's tangled. We look at your books, accounts and setup and tell you what we'd fix first.

  2. A written plan and a fixed price

    You get the scope in writing before any work starts. No hourly surprises on the project.

  3. The cleanup or the setup

    We do the work, show you what changed, and hand over a short guide to the new routine.

  4. Monthly support

    A block of support hours each month keeps it all current, with one person who already knows your setup.

Support plans

Once the cleanup or the setup is done, support keeps it current: bookkeeping, AI and tech upkeep, questions, and anything new that comes up, handled by one person who already knows your setup.

Support and maintenance
Bookkeeping, AI and tech upkeep, questions and new requests
$250 an hour
Prepaid blocks
Hours bought ahead each month at the same $250 rate, for steady monthly support
Ask about blocks

Ask about prepaid blocks when you request your free review, and we'll suggest a size that fits the work.

Built in our own office first

Every tool we set up for clients runs in our own practice today. The pictures below show those systems, recreated with sample data so that no client's information appears.

  • A sample morning summary page listing documents filed into client folders, reply drafts waiting for approval and two items that need a person, next to a mailbox of unsent drafts.

    A morning sweep of email and uploads

    Before the office opens, every uploaded document is in the right client folder and each email has a reply drafted for approval. One printed page shows what came in and what still needs a person.

    Sample data
  • A sample client page showing return status by year, open tasks, contact history, and a log of IRS calls with hold times and outcomes.

    Every client's status in one place

    Status, open tasks and the full contact history for each client on one screen, so nobody has to ask where a job stands. Every IRS call is logged, even the ones that never get through, ready to support a penalty-relief request.

    Sample data
  • A sample client summary PDF with a table of returns by year and a dated list of every communication.

    A one-page summary for every client

    Each client's returns by year and every email, call, letter and notice in date order, in one PDF. Anyone can pick up a file and know its history in a minute.

    Sample data
  • A sample findings summary from a prior-year review, with counts of folders reviewed and findings, and a table showing what each finding was checked against and its status.

    Last year's work, reviewed before the season

    Prior-year returns across hundreds of client folders are checked before the new season starts, and every finding is confirmed against the source document. Problems turn up in October instead of April.

    Sample data
  • A sample wall dashboard with the time, a sunset picture, camera tiles, today's appointments, tasks, weather, upcoming dates and returns in progress.

    The whole day at a glance

    Calendar, tasks, deadlines, weather, markets and door cameras on a second screen that updates itself. The day's priorities stay in view without opening a single program.

    Sample data
  • A sample content planner with posts scheduled every Tuesday and Friday, and a preview of one post with its branded image.

    Social posts that go out on schedule

    Two posts a week, each with its own branded image, written and scheduled ahead. The business page stays active without anyone having to remember it.

    Sample data

Also running here

  • Document intake that turns a stack of scans into one organized, searchable file
  • A client portal with live status pages, e-signatures and online payments
  • Several years of books rebuilt from bank statements and reconciled

Who you'll work with

SWFL Business Solutions is run by William Spargur, EA, MBA, in Bonita Springs. William is an Enrolled Agent who has spent years inside small-business books and returns, and he built the systems above to run his own tax practice, Spargur Tax & Accounting.

Most clients are in Lee and Collier counties, where setup days can be on site. Clients anywhere in the country work with us the same way, remotely, by email and shared folders.

Request a free review

Tell us a little about your business and what's tangled. We'll reply within one business day.

For the fastest scoping, fill out the questionnaire.

Email info@swflbusinesssolutions.com
Phone (239) 488-4554

What do you need?

Sending opens your email program with your request filled in. Press Send there to finish. Please leave out Social Security numbers, EINs, account numbers and passwords.