NeatBooks
Call 305-363-4597 Book a discovery call

Accounting & controller services · Doral, Florida

Accounting built for businesses that have outgrown basic bookkeeping.

For franchise owners, franchisors and anyone running several locations or entities. NeatBooks becomes your embedded finance team: books closed on accrual, every register and delivery app payout reconciled, and reports you can run the business from.

Book my 15-minute discovery call Find my package in 60 seconds
  • Enrolled Agent on the team, admitted to practice before the IRS
  • 2025 Insightful Accountant Top 100 ProAdvisors
  • 300+ businesses transformed
  • QuickBooks Online · Bill.com · Toast · Square · Lightspeed
The NeatBooks team together at the Doral office
The NeatBooks team, Doral. One financial team, working as part of yours.

The Neat Stack

More locations. More entities. Still one clear view.

Every location or entity you add is another set of books. Left alone, each closes on its own schedule and the gaps hide between them. Set your count, then see what a weekly accrual close does to the pile.

Sets of books
4
Intercompany relationships to keep in balance
6
Consolidated view
Assembled by hand, when someone has time

Illustration only. No client figures shown.

Who we serve

Built for operators with more moving parts than a bookkeeper can keep up with.

  • Multiple entities. No unified view.
  • More locations. Unclear performance.
  • Growing revenue. Shrinking margins.
  • Expansion plans. Unanswered questions.
Staff taking orders at a restaurant counter point-of-sale

Franchise owners & franchisors

Pizzerias, rotisserie chicken, ice cream and acai franchises

  • Royalty and ad-fund accounting and management
  • Uber Eats, DoorDash and Grubhub payouts reconciled to sales
  • Daily register reconciliation across every location
A supermarket aisle stocked with canned goods

Supermarkets & mini markets

High-volume daily sales, thin margins

  • Daily sales captured and reconciled, not estimated
  • Inventory and cost of goods tracked so margins are real
  • Sales tax handled alongside the books
A forklift moving pallets of goods in a warehouse

Food distributors & manufacturers

Inventory-heavy, margin-sensitive

  • Inventory costing and COGS that hold up
  • Gross margins tracked, not guessed
  • Automated payables and receivables
An HVAC technician servicing a rooftop unit

Construction & HVAC contractors

Long-term contracts, many jobs at once

  • Job costing so you know which jobs make money
  • WIP schedules for long-term contracts
  • Cash flow management and forecasting

Also built for multi-entity groups (intercompany reconciliations, consolidated reporting) and multi-location operators (location-level reporting, performance compared side by side). See how it stacks up

How we work

One financial team. Working as part of yours.

We can be your outsourced accounting department, or work alongside the internal team you already have. Either way, you get a team that speaks your language: no jargon, just straight talk.

Two NeatBooks team members reviewing figures on a laptop

Accounting & controller services

Full-service accounting tailored for multi-entity businesses, with controller-level oversight that finds the leaks in profitability and tracks cash flow closely.

  • Reconciliations and financial reporting
  • Payroll reconciliation and compliance
  • Benchmarking to spot your strongest locations, and the ones that need attention

Tax planning & preparation

Tax strategy built around how your business is structured, then the returns to match.

  • Business and personal tax preparation
  • Multi-entity structuring
  • Sales tax, 1099 and payroll tax compliance

Business advisory

The numbers turned into decisions about growth, pricing and expansion.

  • Budgeting, forecasting and cash flow
  • Job and inventory costing
  • SOPs and dashboard setup

Works with the tools you already run

  • QuickBooks Online
  • Bill.com
  • Toast
  • Square
  • Lightspeed

  1. Discovery call

    We find out if we’re a good fit first. In 15 minutes, you’ll know how we can impact your business.

  2. Strategize & optimize

    We assess where you are, build a plan customized for your business and your goals, and execute it together.

  3. ProsperNeatly®

    You gain the confidence of a reliable, competent partner managing the financial side of your business.

Start with step one

Package Finder · 60 seconds

Not ready for a call? Find your level of support first.

Four questions. We point you to the bookkeeping package that matches how often your books need closing and how complex your setup is.

Prefer reading first? Get the free 5 must-have reports for multi-location franchise owners.

Question 1 of 4How often do your books need to be brought current?
Question 2 of 4How many bank and credit card accounts do you run?
Question 3 of 4Which sounds most like your business?
Question 4 of 4Do you need payroll reconciliation, sales tax or automated payables and receivables?

Packages

Pick the rhythm your books need: annual, quarterly, monthly or weekly.

Every package is virtual and includes financial statements for tax preparation. Ask about pricing on your discovery call, where we look at how your business is set up.

Frequency: Annual

Foundation Prosperity

Built for investors

  • Virtual bookkeeping, cash basis
  • Loan reconciliations and annual adjustments for tax purposes
  • Up to two accounts (bank or card)
  • Email response within 7 to 10 days
  • Financial statements for tax preparation

Frequency: Quarterly

Elevate Essentials

Built for startups and solopreneurs

  • Virtual bookkeeping, cash basis
  • Up to four linked accounts
  • Management reports and bi-annual reviews
  • Email response within 5 to 7 days
  • Annual contract

Frequency: Monthly

Strategic Prosperity

Built for growing businesses

  • Monthly accrual adjustments
  • Quarterly review meetings
  • Up to six linked accounts
  • Automated uncategorized transactions requests
  • Email response within 48 hours

Frequency: Weekly

Enterprise Prosperity

Built for franchisees, franchisors, restaurants, manufacturers, construction and multi-entity groups

  • Accrual basis, daily registers reconciliation
  • Automated payables and receivables
  • Cost allocation and advanced revenue recognition
  • Payroll reconciliation and sales tax
  • Dedicated Slack channel and monthly reviews
  • Unlimited bank and card accounts; accountant on file for external requests

Tax packages

Scheduled tax strategy sessions and IRS correspondence support, with savings on business tax preparation.

  • Clarity Kickstart
    • Quarterly 60-minute tax consultations
    • Up to two IRS letters a month handled
    • 10% off business tax preparation
  • Growth and Guidance
    • Bi-monthly tax consultations
    • Up to five IRS letters a month handled
    • 25% off business tax preparation
  • Strategic Prosperity (tax)
    • Bi-weekly tax consultations
    • Unlimited IRS correspondence
    • Business tax preparation for one entity included
Get my package recommendation Use the Package Finder

Before December 31

Year-end moves to make while the year is still open.

Your books close December 31 whether they are ready or not. These are the moves that make January calm instead of chaotic.

Download the year-end close checklist

Free PDF, no sign-up. Franchise owners: also read our guide to the Big Beautiful Bill provisions.

  1. Everyone who pays contractors

    Collect a W-9 from every contractor now

    Form 1099-NEC is due to contractors and the IRS by January 31. No more chasing W-9s at the last second.

  2. Restaurants & franchises

    Reconcile December delivery app payouts

    Match Uber Eats, DoorDash and Grubhub deposits to register sales, net of fees, so the year closes on real numbers.

  3. Multi-entity groups

    True up intercompany balances

    Due-to and due-from accounts should agree across every entity before the year-end close and consolidation.

  4. Markets, distributors, manufacturers

    Count inventory at year end

    A year-end count anchors cost of goods sold, and with it the margin you report and pay tax on.

  5. Every employer

    Reconcile payroll before W-2 season

    Match year-to-date wages to your payroll filings now. W-2s are also due by January 31.

  6. Construction & HVAC

    Update job costing and WIP

    Bring open jobs and work-in-progress schedules current so year-end income reflects where each contract really stands.

  7. Business owners

    Have the tax planning conversation before Dec 31

    Entity structure and the timing of big purchases are still decisions you can make this year. Next year, they are history.

General information, not tax or legal advice for your situation. Deadlines can shift when they fall on a weekend or holiday. Talk to us before acting on any of these moves.

Proof, in their words

Over 300 businesses transformed. Here is what a few of them say.

  • I have been using Neat Books for several years and their Service is unparalleled. They respond quickly and they do a great job.

    James TomaselloPosted on Google

  • Hiring Neatbooks and entrusting my business accounting to this company means putting it in the hands of expert professionals who not only operate but also provide spectacular advice on every aspect within their area of expertise.

    Lourdes HernandezPosted on Google

  • Our experience with NeatBooks has been outstanding. The customer service, technology, and prompt results from the company make us recommend them for any financial and accounting needs you may have.

    Liber Music EventsPosted on Google

  • Trabajar con Neatbooks ha sido una experiencia excelente a lo largo de los años. Siempre están en búsqueda de nuevas herramientas que faciliten el intercambio de información, haciendo los procesos más fáciles.

    David LustgartenPosted on Google · in Spanish

  • Neatbooks me ha proporcionado un servicio contable excepcional. Tienen amplio conocimiento en las leyes fiscales y resuelven todo muy rápido.

    Alejandro ChicasPosted on Google · in Spanish

  • Agradecida con Olga con su orientacion y recomendaciones con mi negocio. Altamente recomendada.

    Isabel de LeonPosted on Google · in Spanish

Read every review on Google

Olga Hurtado, Founder and CEO of NeatBooks

Why Olga gets it

Olga Hurtado, Founder & CEO

As a teenager, Olga watched her family’s thriving business crumble overnight. One accident, no financial backup plan, and everything they had built was gone.

That experience shaped her mission: make sure no business owner has to go through what her family did. She built NeatBooks to be the partner she wishes they had: proactive, forward-thinking, and invested in helping businesses not just survive, but thrive. Olga is also completing her Master of Accountancy.

The ProsperNeatly® pledge. To guide our clients through their financial journey with clarity and confidence, helping them get to a place where they are prospering both now and into the future.

Behind her: a Doral team of prosperity analysts, bookkeepers, a tax team and project managers, led by Sebastian (Partner, Tax Quality Assurance) and Alejandra (Accounting Manager).

Enrolled Agent, admitted to practice before the IRS 2025 Insightful Accountant Top 100 ProAdvisors

What lands in your inbox

A close package built for operators, not just for the tax return.

Enterprise clients get monthly reviews and a dedicated, automated reports suite. This is the kind of package we walk through together. Every report is built from your own reconciled books.

See what mine would look like
SAMPLE

Monthly close package

Example Group · 4 entities · accrual basis

  1. Consolidated P&LAll entities, intercompany eliminated
  2. Location P&L comparisonSide by side, same chart of accounts
  3. Register & delivery app reconciliationToast or Square sales vs. deposits, fees broken out
  4. Intercompany scheduleDue-to / due-from by entity pair
  5. Royalty & ad-fund reportCalculated from reported sales
  6. AP / AR agingFrom Bill.com, with what needs your approval

Sample layout for illustration. Contents vary by package and business.

Questions

Straight answers before you reach out.

No jargon, just straight talk. The discovery call takes 15 minutes, and you will know how we can impact your business by the end of it.

Book my 15-minute discovery call Call 305-363-4597

We already have a bookkeeper. Why would we need NeatBooks?

NeatBooks is built for businesses that have outgrown basic bookkeeping. Once you run several locations or entities, you need accrual-basis books, reconciled registers and delivery app payouts, intercompany balances that agree, and reports that compare one location to another. We can act as your outsourced accounting department, or work alongside the team you already have.

Which software do you work in?

We work in QuickBooks Online and integrate with Bill.com, Toast, Square and Lightspeed, so sales, payables and bank data flow in with less manual work.

Do you only work with franchises?

Franchise owners and franchisors are a big part of what we do, along with supermarkets and mini markets, food distributors and manufacturers, and construction companies, especially HVAC contractors. What they share is volume and complexity: many transactions, several entities or locations, and inventory or job costs that need watching.

How much does it cost?

It depends on how often your books need closing and how complex your structure is. Our packages run from an annual engagement for investors up to weekly accounting for multi-entity operators. On the discovery call we look at your setup and tell you which package fits, before you commit to anything.

Do you handle taxes too?

Yes. We offer tax strategy and planning, business and personal tax preparation, multi-entity structuring, sales tax compliance, and 1099 and payroll tax compliance. Our tax packages add scheduled planning consultations and help with IRS letters.

How do we get started?

Book a discovery call. In 15 minutes you will know how we can impact your business. If we are a good fit, we assess where you are, build a plan for your business and your goals, and execute it together.

Start with 15 minutes

Spend your time on the business. We’ll keep the books neat.

First we find out whether we’re a good fit. Then we assess where you are, build a plan for your business and your goals, and execute it together.

Book my 15-minute discovery call Call 305-363-4597

Or find your package in 60 seconds first