Meet the Team
Why Bookkeeping Helps Business Owners: Trustworthy Numbers, Clear Notes, No Month-End Scramble
Our Bookkeeping Process: Reconciliations, Invoice & Billing Review, Plain-English Conversations
Meet the People Behind Your Numbers
At Take Flight Business Solutions, you don’t hand your books to a black box—you work with a steady team that explains your financials in plain English and keeps a predictable cadence month after month. We’re led by Brian Dela Cruz, CPA (MA) and serve clients nationwide from our Florida base.
How Our Team Supports You
- Owner / Principal — Brian Dela Cruz, CPA (MA): Sets the quality bar, answers complex questions, and ensures accounting aligns with tax strategy so decisions are timely and practical.
- Client Lead: Your day-to-day point of contact who keeps the monthly checklist moving, coordinates documents, and makes sure questions never linger.
- Bookkeeping Specialist: Handles reconciliations, reviews invoices and bills, and prepares a short monthly summary of what changed—and what to do next.
- Payroll Specialist: Keeps pay cycles accurate, manages multi-state filings, and ties payroll to the general ledger so reports agree.
- Tax Specialist: Prepares returns and supports planning during the year—so adjustments happen when they matter, not after the deadline.
What Working With Us Feels Like
- Predictable calendar: Reconciliations and reviews on a set schedule so nothing slips.
- Plain-English updates: Short notes that explain results and the next 1–3 actions—no jargon.
- Bank- & tax-agency–ready documentation: Basis, depreciation, and estimate support in one secure place.
- Quick answers: A named contact who replies fast and records brief walkthroughs when something is easier to show than tell.
Where We’re From & Who We Serve
We’re proud of our Florida roots and partner with owners locally around Pensacola and Cantonment, as well as nationwide. Many of our clients operate in:
- Contractors & trades: Accurate job costs, progress-billing control, and faster collections.
- Real-estate investors: BRRRR, rentals, and flips that depend on clean basis and depreciation schedules.
- Healthcare & med-spa practices: Revenue cycle, retail sales-tax, and HIPAA-aware workflows.
- E-commerce & online services: Clean fee mapping, clear revenue recognition, and multi-state sales-tax.
- Professional services & agencies: Utilization, average ticket, and dependable AR.
Why Owners Choose Us
- CPA oversight with a documented checklist, so books are delivered on schedule.
- QuickBooks engineered for decisions: Chart, rules, and classes/locations that reflect how you operate.
- Practical communication: A consistent 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.
Brian Dela Cruz, Co-Owner & Visionary | MBA, CMA, CTP, CPA (MA #30866)
Brian Dela Cruz is the founder and CEO of Take Flight Business Solutions LLC, a Massachusetts-licensed CPA with over a decade of experience helping contractors, real estate investors, healthcare practices, and e-commerce businesses nationwide achieve financial clarity and growth. Brian is responsible for business advisory and tax planning with clients.
Joetta Vargo, Co-Owner & Strategic Director
Joetta Vargo co-leads Take Flight Business Solutions with a focus on operations, client satisfaction, and firm strategy. Her diplomatic approach and commitment to exceptional service ensure every client feels heard, supported, and well taken care of.
Michael Le, Tax Director | CPA (TX)
Michael Le is a Texas-licensed CPA with 15+ years of experience in public accounting, audit, and tax preparation. He oversees tax review and compliance at Take Flight, ensuring every return meets the highest standards of accuracy before filing.
Jenalyn Aquinde, Senior Bookkeeper
Jenalyn Aquinde keeps clients' financials accurate, organized, and up to date month after month. She specializes in reconciliations, AR/AP review, and financial statement preparation for small businesses across a range of industries.
Whitney Hood, Client Services Coordinator
Whitney Hood is often your first point of contact at Take Flight Business Solutions. She keeps client communications timely, onboarding seamless, and the overall client experience smooth from engagement through completion.
Mariah Davis, Tax Production Specialist
Mariah Davis handles tax production at Take Flight Business Solutions, ensuring client returns are prepared accurately and ready for review on time. She keeps the preparation process organized and efficient from document collection through final filing.
