About Us
About Us — CPA (MA)-Led Accounting for Growth
Bookkeeping That Delivers: Trustworthy Numbers, Clear Notes, No Month-End Scramble
How We Run Your Bookkeeping: Monthly Reconciliations, Invoices & Bills Review, Cash Trend Update
Put your accounting on autopilot—without losing control.
At Take Flight Business Solutions, we help owners run companies on facts, not hunches. Led by Brian Dela Cruz, CPA (MA), we bring enterprise discipline to small and mid-sized businesses while keeping things simple, responsive, and practical.
Who we are
We’re an Accounting & Tax Firm based in Florida serving clients nationwide. Our work centers on the essentials owners care about most:
monthly bookkeeping,
QuickBooks Online cleanup,
payroll, and
tax preparation with year-round planning. Every engagement includes clear explanations in plain English and recommendations you can act on immediately.
How we work
We set a predictable monthly rhythm so nothing slips:
- Reconciliations on a set calendar and a quick review of invoices & bills
- A cash trend update and short summary of what changed—and what to do next
- General-ledger tie-outs so your numbers agree across systems
- Secure client portal, predictable agendas, and brief recorded walkthroughs for busy teams
What you get
- Clean, double-checked books you can trust for pricing, hiring, and lender conversations
- Bank- & tax-agency–ready documentation (depreciation, basis, estimates)
- Payroll that’s reliable—multi-state setup and monthly tie-outs to the general ledger
- Tax planning during the year, not after it, so adjustments actually happen on time
Who we serve
- Contractors & trades that need accurate job costs, progress-billing control, and quicker collections
- Real-estate investors (BRRRR, rentals, flips) focused on basis, depreciation, and cash-on-cash
- Healthcare & med-spa practices balancing revenue cycle, retail sales-tax, and HIPAA-aware workflows
- E-commerce & online services that require clean fee mapping, clear revenue recognition, and multi-state sales-tax support
- Professional services and agencies that live on utilization, average ticket, and reliable AR
Why owners choose us
- CPA oversight with a documented checklist, so books are delivered on schedule
- QuickBooks engineered for decisions (chart, rules, classes/locations that reflect how you operate)
- Practical communication—a named point of contact, fast answers, and no jargon
Your next step
Book a
15-minute fit call. We’ll review your goals, run a quick file diagnostic, and provide a
clear scope with fixed monthly pricing. If historical cleanup is needed, we quote it as a stand-alone project with a defined timeline. Then we build your cadence:
clean books, smart taxes, confident decisions—wherever you operate in the U.S.
Our Vision
To become a premier U.S. financial services firm and brand by making businesses and communities better one client at a time and one team member at a time.
Our Mission
To provide exceptional accounting and financial services to businesses, so that they can have the expert help they need to get their business strategy, accounting, payroll, and tax responsibilities right, and grow and maximize their value.
Let Us Help You:
- By advising you on business matters and tax consequences
- By getting your work done timely
- By maximizing your tax savings
- By maximizing your deductions
- By maximizing your income
Take Flight Business Solutions LLC has been in business since June of 2014 serving the Pensacola, Cantonment, Milton, Pace, and Destin, Florida areas and the United States. We started from humble beginnings working on projects for entrepreneurs and small businesses throughout the United States. We worked with people with all kinds of ideas. Since then, we have learned a lot and grown tremendously. We now offer a more holistic approach to maximizing value for our clients. We offer these categories of services because they could potentially work together, synergistically.
- Small Business Virtual Accounting: We primarily work with the two leading cloud accounting applications, QuickBooks™ Online and Xero Beautiful Accounting. We can customize a solution that meets your businesses' needs.
- Tax Preparation and Planning: We prepare taxes, and are ready to help you keep as much money as possible.
- Payroll Services: We can offer a stand-alone option or integrate it into your accounting software for you.
- Business Advisory (Outsourced CFO) Services: This can be as small and simple as project type work or we can be an extension of your company involved in budgeting and strategic planning. We could write a business plan with your input, so you can get funding or just so you have a well thought out plan on how you will go about reaching your goals.
You can outsource your accounting department or CFO services to us or we can just be your General Ledger Accountant, Tax Accountant, and Payroll Accountant. It’s up to you!
Below is Software We Specialize in…
