Melissa S. Jordan, CPA · Licensed in Florida
Bookkeeping and tax for people who’d rather be running the business
Monthly books, sales tax, and your tax return, all done by the same CPA. I’m based in Orlando and work with small businesses across the country.
- Florida-licensed CPA
- 20+ years’ experience
- Remote, nationwide
- Small business focus
Services
Bookkeeping, sales tax, and tax returns in one place
Most small businesses end up with a bookkeeper, a separate tax preparer, and a spreadsheet nobody trusts. Here it’s one person doing all of it.
Bookkeeping & monthly close
Reconciled accounts and real financial statements every month, so you always know where you stand.
More detailSales tax returns
Prepared and filed on schedule, with the taxability questions worked out the first time.
More detailTax preparation
Business and personal returns, prepared by the same CPA who keeps the books.
More detailSmall business advisory
The conversation most bookkeepers don't have: what the numbers mean and what to do about them.
More detailCleanup & catch-up
Months or years behind? That's a normal place to start, and it's fixable.
More detailIndustries
The industries I know best
Every business has its own wrinkles in the books. These are the ones where you won’t spend the first month explaining yours.
Auto & performance shops
Parts and labor margins, technician pay, open repair orders, and the sales tax questions that come with them.
Learn more →Professional practices
Doctors, dentists, and attorneys. Insurance receivables, owner compensation, and practice-specific reporting.
Learn more →Small business & trades
Contractors, consultants, and service companies that need books they can run the business from.
Learn more →Automotive
A CPA who has worked in a shop
I spent twelve years in the automotive industry before I got my CPA license, and I still do the books for Southern Performance, a performance and dyno shop in Orlando.
So you don’t have to explain core charges, why parts and labor are taxed differently, or how flat-rate hours hit payroll. We can skip to the part that matters.
I’ve been on the shop side of this. I know what it’s like to get a P&L back that doesn’t look anything like how the shop runs.
Melissa
How it works
A phone call
We talk about your business, what you're using now, and what's causing you trouble. It's free.
Setup
I get your books current and correct, with a chart of accounts that matches how your business runs.
Monthly books
Reconciled books and clear reporting every month, and a CPA you can call when something comes up.
What you get
Your bookkeeper is a CPA
The person keeping your books is the same one who files your return. Licensed in Florida, with 20+ years in accounting and tax.
Small business only
I work with owner-operators and small teams. The reporting is sized to the decisions you make.
Industry experience
Twelve years in automotive, and ongoing work with medical, dental, and legal practices. You spend less time explaining how your business works.
Remote
Based in Orlando, with clients in other states. Everything runs online, on a schedule that works for you.
Reviews
What clients say
Melissa has been great to work with. She is professional, responsive, and has been a huge help in keeping our bookkeeping accurate and organized. Highly recommended!
FAQ
Common questions
Do I need a bookkeeper, or a CPA?
Most small businesses pay for both: a bookkeeper for the monthly work and a CPA at tax time. Here they're the same person, so nothing gets lost in the handoff and the return is built on books that were kept with the return in mind.
My books are a long way behind. Is that a problem?
No. Catch-up work is a normal way to start. We figure out how far back to go, get everything current, then set up a monthly routine so it doesn't slip again.
Do you work with businesses outside Florida?
Yes. I'm in Orlando and work with clients in other states. Everything is handled online.
What does it cost?
It depends on the size of the business, the number of accounts and transactions, and how far behind the books are. You'll get a quote at the end of the first call, before you commit to anything.
What software do you work in?
Mostly QuickBooks. If you're on something else, it's usually workable.
How do we get started?
Call, or send a message through the contact page. The first conversation is about understanding your business and what you need.
Let's talk about your books
A free call about your business, your books, and what's getting in the way.