Services
All services
Everything we do, with a line on each and its starting price. Not sure where to start? Ask for a free review, and we'll suggest the first step.
Books, systems and support
- Business cleanup
- Books caught up and reconciled, each company separated, sales tax sourced to the right state.
- Fixed price after a free review
- AI consulting and setup
- Email, documents and follow-ups handled by AI tools set up on your own accounts.
- From $2,500
- Monthly books
- Bookkeeping on a set schedule, bank feeds automated, statements you can read.
- Quoted after a free review
- Books consolidation
- Several companies' books brought together into one clear picture.
- Quoted after a free review
- Cash-flow forecasting & monthly check-in
- A 12-month cash forecast, budget against actual and a one-page monthly dashboard.
- $250 to $500 a month
- Compliance on autopilot
- Sunbiz, DR-405, sales tax and business tax receipt dates tracked, with reminders and filings.
- $300 to $600 a year
- SOPs & onboarding kits
- Written procedures and staff onboarding checklists, in our Checklists app.
- From $750
Start, borrow, grow, sell
- Starting a business
- A Florida LLC or corporation, the EIN, S-election timing and state registrations.
- Fee quoted after the questionnaire
- Company records kit
- An operating agreement or bylaws and membership or stock certificates from standard templates, with the ownership ledger, first minutes and a banking resolution.
- $250 with formation; $350 on its own
- Business plans
- A clear plan with 3-year projections, for a loan, a grant, a partner or your own roadmap.
- From $1,500; updates from $500
- Exit & succession readiness
- Clean books, a document room and a timeline for selling or handing on the business.
- From $2,500
Company records kit: We prepare these from standard templates using the information you give us. This isn't legal advice, and we don't write custom terms. For buy-sell provisions, unequal ownership, investors or anything unusual, your attorney should draft or review the agreement; we're glad to work with them.
Protect the business and the family
- Hurricane & business continuity plan
- Backups, insurance documentation, a contact tree and a recovery checklist, before the season.
- $750 to $1,500
- Legacy & estate readiness
- Your records, wishes and instructions organized in one place and ready for your estate attorney.
- $950; yearly review $250
- Executor support
- Step-by-step help with the notifications, accounts, records and deadlines after a death.
- $150 an hour
Websites, apps and platforms
- Websites and office tech
- Site build and upkeep, online booking and payments, email moved to Google Workspace, backups and security keys.
- Quoted after a free review
- Custom apps
- Web and phone apps built for your business, which you own, code and data included.
- Written estimate first
- Client portal for tax firms
- The practice platform our own tax office runs on, set up as your firm's own copy.
- Setup from $10,000
Tax returns
Tax returns, including trust, estate and final returns, are prepared by Spargur Tax & Accounting, William Spargur's Enrolled Agent practice in Bonita Springs. So is the tax side of the services above: the S corporation election and payroll setup for a new company, Florida sales and use tax and reemployment tax returns, the tangible personal property return, tax planning for the sale of a business, and estimated taxes.
Not sure where to start?
Tell us what's tangled, and we'll suggest the first step. We reply by email within one business day.
Email info@swflbusinesssolutions.com
Phone (239) 488-4554