Areas We Serve

Scale requires discipline, not scramble. At Take Flight Business Solutions, we help owners run on facts with a predictable monthly rhythm for bookkeeping, payroll, and taxes—without the late-night catch-up. Led by Brian Dela Cruz, CPA (MA), we serve clients nationwide from our Florida base, with extra attention to businesses in and around Pensacola and Cantonment.

Local Focus in the Florida Panhandle

We work with owners across Escambia and Santa Rosa counties and neighboring Gulf Coast communities, including:

• Pensacola (Downtown/Palafox, East & North Hill, Cordova, Scenic Hwy, Ferry Pass)
• Cantonment, Pace, Gulf Breeze, Milton, Navarre, Perdido
• Fort Walton Beach, Niceville
• Across the AL coast: Gulf Shores, Orange Beach

If you’re nearby, we can schedule milestone meetings in person (entity selection, annual tax planning, year-end review). Otherwise, we deliver the same experience virtually with secure portals and recorded walkthroughs.

Nationwide Service—Same Cadence, Same Clarity

Many of our clients operate in multiple states. Our virtual workflow keeps everything moving:

• One point of contact who drives your monthly checklist
• Secure document portal and clear deadlines
• Recorded screen walkthroughs for complex topics (easy to share with partners or lenders)
• Plain-English notes summarizing what changed and what to do next

What You Can Expect Every Month

• Reconciliations on a set calendar so you always know when books are ready
• Invoices & bills review to catch mistakes before they snowball
• Cash trend update so you can plan hiring, inventory, and owner draws
• General-ledger tie-outs so your numbers agree across systems
• Short, useful summary—no jargon, just next steps

Services We’re Known For

• Monthly Bookkeeping & QuickBooks Online cleanup—get decision-ready reports and fewer clicks
• Payroll—multi-state setup, accurate filings, and tie-outs to the general ledger
• Tax Preparation with year-round planning—entity strategy, estimates on time, and bank- & tax-agency–ready documentation
• Business Formation & Planning—structure, first-year calendar, and practical targets

Industries We Serve Most

• Contractors & trades needing job-cost visibility, progress-billing control, and faster collections
• Real-estate investors (BRRRR, rentals, flips) focused on basis, depreciation, and cash-on-cash returns
• Healthcare & med-spa practices balancing revenue cycle, retail sales tax, and HIPAA-aware workflows
• E-commerce & online services managing platform fees, revenue recognition, and multistate sales tax
• Professional services & agencies that live on utilization, average ticket, and dependable AR

Why Local Owners Choose Us

• CPA oversight (MA) with a documented checklist—books delivered on schedule
• Quick answers from a named contact who knows your file
• Clear recommendations tied to profit, cash, and growth—what changed and what to do next
• Fixed monthly pricing for ongoing work, with separate scoped quotes for any historical cleanup

How to Get Started

Book a 15-minute fit call. We’ll review your goals, run a quick file diagnostic, and send a clear scope with fixed monthly pricing. If cleanup is needed, we’ll quote it as a stand-alone project with a defined timeline. Then we put your accounting on autopilot—without losing control.

Other States