Getting Started
Simply reach out to us via phone at 786-373-7366, email at admin@mariesaccountingservices.com, or visit www.MariesAccountingServices.com to get started.
Our pricing depends on the complexity of the work and the level of service required. Plans start as low as $250/month with no surprise billing. Contact us for a customized quote based on your business needs.
Just a general overview of your business and any financial concerns or goals. We’ll let you know if any specific documents are needed.
Most clients are fully onboarded within a few days, depending on the complexity of your needs and document availability.
Yes, we offer flexible packages and can tailor a plan to fit your business’s size, industry, and goals.
Absolutely. We’re happy to coordinate with your existing professionals for a smooth, efficient transition.
General Questions
We offer a wide range of services, including bookkeeping, payroll, taxes, financial consulting, trust account management (IOLTA), and notary services in Miami-Dade and Broward Counties
Yes, we provide bookkeeping and financial services to businesses across various industries.
Yes! We offer free consultations via Zoom or telephone. Contact us to schedule a session.
Bookkeeping & Accounting
We primarily use QuickBooks, but we are experienced with a variety of platforms and can tailor our services to your specific software needs.
Yes, we provide bookkeeping services for both businesses and individuals, ensuring accurate financial tracking and reporting.
We provide regular financial reports on a monthly or quarterly basis, depending on your business needs and preferences.
Yes, in addition to bookkeeping, we now offer full tax preparation services to ensure your business stays compliant and maximizes tax savings.
Trust Accounting & IOLTA Services
IOLTA (Interest on Lawyers' Trust Accounts) is a program that requires attorneys to hold client funds in a trust account. The interest earned on these accounts is used to fund legal services for those who cannot afford them. It is critical for attorneys to comply with Florida Bar rules when managing IOLTA accounts.
Yes, we specialize in helping Florida attorneys maintain compliance with Florida Bar rules, including three-way reconciliations for IOLTA accounts.
A three-way reconciliation ensures that the balance of your IOLTA account matches the sum of your client ledger balances and the bank statement. It’s crucial for maintaining compliance and avoiding penalties.
We ensure full compliance by adhering to Florida Bar guidelines for trust accounting, performing regular reconciliations, and providing detailed reports for review.
Florida Bar rules require attorneys to perform IOLTA reconciliations monthly. We can help ensure this process is completed on time and accurately.
Yes, we can assist in bringing your trust accounts into compliance with the Florida Bar’s rules, even if you've missed previous reconciliations. We’ll help get your accounts up to date and prevent future issues.
Notary Services
We notarize a variety of documents, including legal agreements, real estate transactions, affidavits, power of attorney forms, and more.
Yes, our notary services are offered at a competitive rate. Please contact us for specific pricing details.
Yes, we offer mobile notary services in Miami-Dade and Broward Counties for your convenience.
Yes, you must bring a valid photo ID, such as a driver’s license or passport, to verify your identity before notarizing any documents.
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