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Business Services

Business Accounting & CFO Services

Financial services designed for your business.

What Is Included

Accounting, Bookkeeping & CFO-Level Services

Account & Financial Management

Management of checking, savings, credit card accounts, loan tracking and more.

Business & Individual Tax Preparation

Expert filing for Schedule C, 1120-S, property tax, and 1099-NEC compliance, handled with the precision of CFO-level services.

Bookkeeping & Reconciliation

Accurate categorization, transaction tracking, and account reconciliation.

Tax Planning & Advisory

Quarterly tax estimates, strategic tax planning, and deductions optimization.

Financial Reporting & Analysis

In-depth reports, budgeting, and forecasting to fuel business growth with CFO-level insights.

IRS Monitoring & Representation

Proactive IRS tracking, tax resolution support, and consultation calls.

Payroll & Sales Tax Compliance

Payroll processing, sales tax consulting, and filing support.

Accounting Software & Integration

Setup and support for QBO, Patriot Software, and app integrations.

Packages

Service Packages

We offer multiple levels of service to accommodate different business sizes, needs, and goals. Choose the level of support that's right for you, from strategic bookkeeping and business accounting to comprehensive financial analysis and CFO-level services. We can handle all of your financial needs to help your business financially prosper.

Gold

  • Comprehensive management of checking, savings, and credit card accounts
  • Detailed categorization, reconciliation, and weekly/monthly reports
  • Full support for multiple loans with cash basis accounting
  • Payroll processing, and sales tax consulting
  • Integration support for QBO/Patriot Software and connected apps

Platinum

Everything in Gold, plus:

  • Strategic budgeting, forecasting, and estimated tax calculations
  • Business tax prep for Schedule C, 1120-S, and 1099-NEC filing
  • Ongoing IRS monitoring with two monthly consultation calls

Titanium

Everything in Platinum, plus:

  • AR/AP management and sales tax support
  • Business tax preparation for property tax

Certifications & Memberships

Certifications and memberships: NATP, NAEA, Intuit Certified Bookkeeping Professional, QuickBooks ProAdvisor Elite, Intuit Certified QuickBooks Level 2 ProAdvisor, AIPB, BNI, The Christian Chamber Central Florida and Seminole County Chamber

*Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. Used with permission under the QuickBooks ProAdvisor Agreement.

Vanette Cotto smiling during a client meeting

Let's Talk

Request a consultation to discuss all available financial solutions

Let's Grow Together

Ready to take the next step toward greater financial clarity? Connect with Prosper Financials to discuss your business accounting, tax, and financial needs and learn how we can support your goals.

Client Portal
Prosper Financials home
Accounting & tax services for small - medium businesses.

Business Hours

Monday - Friday
9:00AM - 4:00PM EST
Located in Central Florida
Serving Clients Nationwide

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