Our Services

Monthly Bookkeeping & QuickBooks Cleanup

Bookkeeping services for small businesses in Zephyrhills and Tampa Bay, with virtual support in English and Spanish. Get reconciled accounts and clear financial reports so you can understand your results and make informed business decisions.

Book a 30-minute consultation to discuss how current your books are, the accounts you use and the support you need.

QUICKBOOKS & BOOKKEEPING CREDENTIALS

Bookkeeping Backed by Verified QuickBooks Credentials

Work with Pedro Henriquez, a Certified QuickBooks ProAdvisor with Level 2 certification and Intuit Bookkeeping Certification. Get help with monthly bookkeeping, account reconciliations and financial reports, in English or Spanish.

Credentials shown belong to Pedro Henriquez. View the ProAdvisor profile PDF and badge images in Google Drive.

Monthly Bookkeeping

Keep up with transaction categories, bank and credit card reconciliations, and monthly financial reports. Review your profit and loss, balance sheet and any questions that need your attention.

Catch-Up & QuickBooks Cleanup

Behind on your books or unsure your QuickBooks balances are right? We review the periods involved, reconcile available statements and identify supported corrections and missing records before agreeing on a cleanup plan.

Financial Reports & Tax-Ready Records

Review your profit and loss and balance sheet, with questions explained in plain language. Keep your records organized for year-end and, with your authorization, coordinate with your tax preparer.

Need additional advice? Ask about tax planning or Fractional CFO support as a separate service.

Secure Client Portal

Prepare Your Records for Bookkeeping

Before a bookkeeping review, gather the records that apply to your business:

  • Bank and credit card statements for the period being reviewed.
  • Sales invoices, payment records and expense receipts.
  • Existing bookkeeping reports and a list of accounts used by the business.
  • Payroll summaries, if payroll records are included in the engagement.
  • A list of missing documents, unexplained transactions and questions.

Confirm the review period, account access, responsibilities and expected deliverables before work begins. The records needed depend on your business and the agreed scope.

Calculator, pen and financial records used for bookkeeping services

Accurate Transaction Recording

Record and categorize transactions from the documents and account access you provide. We review unusual entries, request missing information, and discuss supported corrections during scheduled reviews.

Comprehensive Payroll Coordination

Review payroll reports and coordinate the payroll tasks included in your engagement. Processing depends on timely employee information, approved payroll details, available funds, and the payroll provider’s deadlines.

Bank and Credit Card Reconciliation

Compare bank and credit card statements with the bookkeeping records, investigate differences and record supported adjustments. Missing statements or unclear transactions may require follow-up before the review can be completed.

Monthly Support or One-Time Cleanup?

Need ongoing help? Monthly bookkeeping keeps transaction records, reconciliations and reports up to date. If you are behind, start with a review of the cleanup periods before moving to monthly support.

What will it cost? Your quote depends on the accounts, transaction volume, missing periods and reporting needs. We discuss the work and fees before you commit.

How do we start? Book a consultation, tell us about your business and the last month your accounts were reconciled, and bring your questions. We will discuss access, records and the next steps. Share financial documents through the secure portal.

Transaction Recording

Keep invoices, receipts and payment records together so transactions can be traced to supporting documents. Flag entries that need clarification rather than guessing their purpose.

Accounts Management

Use organized ledgers and current reports to review income, expenses and account balances. Discuss unusual movements, missing information and the next steps needed to keep the records up to date.

Bank Reconciliation

Compare bank statements with your books, investigate differences and record supported adjustments.

Laptop displaying charts and an analytics dashboard

Client Reviews

What Our Clients Are Saying

Google
MERALIS REYNOSO
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I had a great experience with Henriquez Accounting and Tax Services. Pedro was professional, patient, and explained my individual tax return clearly. The process was organized and easy, and all my questions were answered. I highly recommend this firm for tax preparation in Zephyrhills.
Google
Massiel Martínez
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I had an excellent experience with Henriquez Tax & Accounting. Their team is professional, knowledgeable, and genuinely takes the time to explain everything clearly. They made the entire process feel simple and stress-free, answered all my questions, and treated me with patience and respect. It’s refreshing to work with people who truly care about their clients and take pride in doing things correctly. I highly recommend Henriquez Tax & Accounting to anyone looking for reliable, trustworthy, and personalized tax or accounting services.
Google
Elian María
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Tuve una excelente experiencia con Henriquez Accounting & Tax Services durante mi proceso de solicitud del ITIN. Pedro me explicó claramente todos los requisitos, revisó cuidadosamente mis documentos e hizo que todo el proceso fuera sencillo y fácil de entender. El servicio fue profesional, eficiente y a un precio razonable. Recomiendo esta firma a cualquier persona que necesite ayuda para solicitar un ITIN.
Google
Karenann Wortmann
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Great experience with Henriquez Accounting & Tax Services. They were knowledgeable, professional, and very easy to work with. Everything was explained clearly, and they made the whole process simple and stress-free. Their pricing was reasonable as well. I would definitely recommend them and will be using them again.
Google
JUANA MARTINEZ
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Henriquez is very knowledgeable helped me save more than 2000 in IRS interest and penalties. Highly recommend this firm to anyone who needs assistance with tax or IRS matters.
Google
Natalie Tucker
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Finally, a Bookkeeper that knows what they’re doing and gives you reports! I love that they pay attention to detail with the added spreadsheets, excellent communication and timely input. Business reports help me track my company progress and having also done analysis of personal finances gives me better tracking. I can’t say enough good things about Henrique and his team. I highly recommend them!!!!
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Napoleón arnaud
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Excelente servicio 👍
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Stephen J Hallahan
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
estoy muy contenta con el trabajo de el contador nos ayudo a reducir tax due in capital gain, yo lo recomiendo
Google
Franks Air Conditioning & Heating, LLC
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
We have been very pleased with the service we’ve received from Henriquez and his crew. They are always professional, knowledgeable, and extremely helpful with all of our business and personal needs. We highly recommend Henriquez Accounting to anyone looking for honest, dependable, and professional local accounting services in the Zephyrhills area.
Google
Sasha Ranade
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Outstanding International Tax Expertise in Zephyrhills!"I highly recommend [Henriquez Accounting and Tax Services for anyone in the Pasco County area needing specialized international tax help. Filing foreign assets and cross-border taxes can be incredibly stressful, but they made the entire process seamless.They possess a deep understanding of complex international tax laws and walked me through every requirement clearly. Their communication was prompt, professional, and reassuring throughout the entire filing process. It is rare to find this level of global tax expertise right here in Zephyrhills. I will absolutely be using their services again next year!

PUERTO RICO

Puerto Rico Tax & Business Services

Virtual support for individuals and businesses in Puerto Rico. Service available in English and Spanish.

Puerto Rico Income Tax Returns

Preparation of Puerto Rico income tax returns (planillas) for individuals and businesses. We review your records and confirm the returns and periods included before starting.

Discuss This Service →

Company Formation & Registration

Administrative support to organize and register a company in Puerto Rico, including gathering information and coordinating the applicable registration steps.

Discuss This Service →

Sales and Use Tax (IVU)

Support with Puerto Rico sales and use tax (IVU), including registration, organizing sales records and preparing returns according to the agreed scope.

Discuss This Service →

Bookkeeping & Accounting

Bookkeeping, account reconciliation and financial reporting for Puerto Rico businesses, with virtual coordination and organized records.

Discuss This Service →
Discuss Your Puerto Rico Services
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PUERTO RICO

Puerto Rico Tax & Business Services

Virtual support for individuals and businesses in Puerto Rico. Service available in English and Spanish.

Puerto Rico Income Tax Returns

Preparation of Puerto Rico income tax returns (planillas) for individuals and businesses. We review your records and confirm the returns and periods included before starting.

Discuss This Service →

Company Formation & Registration

Administrative support to organize and register a company in Puerto Rico, including gathering information and coordinating the applicable registration steps.

Discuss This Service →

Sales and Use Tax (IVU)

Support with Puerto Rico sales and use tax (IVU), including registration, organizing sales records and preparing returns according to the agreed scope.

Discuss This Service →

Bookkeeping & Accounting

Bookkeeping, account reconciliation and financial reporting for Puerto Rico businesses, with virtual coordination and organized records.

Discuss This Service →
Discuss Your Puerto Rico Services
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