Gulf Breeze, FL Bookkeeping & Tax Savings – Fixed Monthly Rates

Your Trusted Partner for Clean Books and Smarter Taxes

Trusted by Gulf Breeze Restaurants, Real Estate Investors & Local Retailers with 10+ Years Serving Escambia County

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Why Gulf Breeze Businesses Choose Take Flight


Gulf Breeze isn’t just a postcard — it’s a vibrant business hub where sunset views meet serious commerce.

From Gulf Breeze Proper’s fine dining to Tiger Point real estate flips, and Shoreline Drive boutiques, local owners face unique challenges:

  • Seasonal cash flow swings
  • Property tax complexities
  • High-volume daily sales

Take Flight is your Pensacola-based, Gulf Breeze-focused financial partner — delivering accurate bookkeeping, seamless payroll, and proactive tax guidance so you can focus on customers, not receipts.


Our Core Services – Built for the Gulf Coast

1. Monthly Closes & Bank Reconciliations

Every transaction verified — from marina fuel to restaurant tips. QuickBooks rules tailored to Gulf Breeze seasonality.

Result: Audit-ready books every month

2. Payroll & Sales Tax – Filed Early

Multi-location payroll for waterfront staff, 1099s for contractors, and Escambia County sales tax filed before the deadline.

Result: No penalties, no surprises

3. Year-Round Tax Guidance

Proactive planning for QBI, bonus depreciation, 1031 exchanges, and property tax strategies.

Result: Keep more of what you earn — legally


Tailored for Gulf Breeze Lifestyles


Restaurants & Hospitality

  • Daily sales sync from Toast, Square, or Clover
  • Tip pooling and labor cost tracking
  • Inventory alerts before the weekend rush
  • Seasonal budgeting for slow winters and busy summers

Real Estate Investors

  • Track basis and improvements on Soundside condos or Tiger Point homes
  • Full 1031 exchange and cost-seg study support
  • Lender-ready reports for local banks or national refinances
  • Property tax appeal guidance


Retail & Professional Services

  • Sales reconciliation across in-store, online, and pop-up events
  • Expense tracking by location or department
  • Profitability reports that show what’s working — and what’s not


Your 60-Day Onboarding Plan – Gulf Breeze Strong

Week 1–2: Secure data transfer + full historical cleanup (we handle the backlog)

Week 3–4: Custom QuickBooks setup with local rules (marina slips, tip jars, rental income)

Week 5–6: First two monthly closes delivered — on time, every time

Week 7–8: Full tax review + personalized strategy session (in-person or Google Meet)

Bonus: Quarterly tax projection and cash flow forecast delivered


How We Get Started – Simple & Free

Getting started is easy:

  • Schedule your Free Strategy Session (in-person at our Pensacola office, on the water at your location, or via Google Meet)
  • We review your books, goals, and local tax opportunities
  • You receive a custom financial roadmap and exact monthly pricing tailored to your business
  • No cost. No pressure. Just clarity.

Most Gulf Breeze clients are fully onboarded and running smoothly within 60 days.


Also Serving Pensacola Beach, Pensacola Proper, Pace & Cantonment

Same reliable system. Fully virtual or in-person. We come to you.


Ready to Take Control of Your Finances?

Schedule Your Free Strategy Session

30 minutes • No cost • No obligation

Take Flight Business Solutions

Pensacola, FL • Proudly Serving Gulf Breeze & the Emerald Coast

Let’s make your books as steady as the Gulf Breeze tide.


Book Your Strategy Session

Outsourced Bookkeeping and Accounting in Gulf Breeze, FL

Get your accounting done by people that specialize in small business bookkeeping and accounting.

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Tax Reduction Planning and Tax Preparation in Gulf Breeze, FL

Our tax accountants will help you reduce your business and personal taxes.

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Business Planning and Budgeting in Gulf Breeze, FL

We would help you translate your vision into reality through regular business planning and budgeting, helping you to improve your financial performance over time.

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Business Consulting in Gulf Breeze, FL

Our goal is to have a positive impact on your business by helping you solve business problems.

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Payroll Service in Gulf Breeze, FL

We provide discounted payroll software, provide unlimited support, and even offer a done for you service.

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QuickBooks™ Online in Gulf Breeze, FL

We help you get the most out of Quickbooks. 

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Industries We Serve


Learn About the Company and People That Take Your Business Seriously!

Brian Dela Cruz, MBA, CPA (MA #30866)

Brian Dela Cruz is the CEO and Founder of Take Flight Business Solutions LLC

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What Our Clients Say

5-Star Google Reviews


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"The simplest process and the best return I've ever had at a great price!


"Brian is easy to work with so glad we found him this year!"


“I had a great experience with Brian. He was very attentive to my needs and was able to answer all of my questions.”