See how Goldfinger Advisory empowers small businesses to simplify bookkeeping, stay compliant, and grow with confidence.

Our Approach

At Goldfinger Advisory, we believe bookkeeping and accounting should be clear, proactive, and built around your business not the other way around.

Our mission is to give Florida small business owners complete financial clarity through modern cloud tools, fixed pricing, and personal advisory support. We combine technology, expertise, and strong communication to take the guesswork out of your books so you can focus on running your business.

💡 Our Philosophy

  • Transparency first: No surprise bills, ever. Every client knows their monthly cost upfront.

  • Automation where it matters: We leverage QuickBooks Online, Gusto, and secure client portals to eliminate repetitive work.

  • Human insight behind every number: Software tracks the data; we interpret it so you can make better decisions.

  • Partnership over paperwork: We see our clients as long-term partners, not just accounts.

⚙️ Our Process

  1. Discovery Call: We start with a free consultation to understand your goals, pain points, and current systems.

  2. Onboarding: We set up secure access, review your existing records, and prepare your books for smooth monthly tracking.

  3. Monthly Management: We reconcile accounts, review performance, and deliver clear financial statements.

  4. Advisory & Tax Support: We help you plan strategically for tax season, payroll growth, and future scaling.

📅 Every package includes priority communication, cloud-based collaboration, and clear deliverables.

  • A: Monthly bookkeeping includes transaction categorization, bank and credit card reconciliations, and preparation of your financial statements. You’ll also receive ongoing email support and year-end tax coordination.

  • A: Yes — we specialize in QuickBooks Online for its reliability, automation, and ease of collaboration. We can help migrate you from other software if needed.

  • A: All of our service tiers have transparent, fixed monthly rates. Custom pricing applies only to businesses with unique complexity or transaction volume outside standard tiers.

  • A: No separate setup fee. Your first month includes onboarding, system setup, and cleanup assessment at no additional cost.

  • A: Yes, we prepare individual and business tax returns, including Schedule C, partnerships, S-Corps, and C-Corps.

  • A: We use a secure client portal with bank-level encryption for document sharing, as well as email and scheduled Zoom calls for ongoing support.

Ready to simplify your books?

Schedule a free consultation to see how Goldfinger Advisory can save you time, reduce stress, and keep your business on track all with transparent pricing and personal support.

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