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

Book Your Strategy Session

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, Founder

MBA, CMA, CTP, CPA (MA #30866)

Brian Dela Cruz is the CEO and Founder of Take Flight Business Solutions LLC. He earned his MBA in 2000 from the Thunderbird Business School of Global Management...

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Joetta Vargo, Director

Joetta Vargo is Assistant to the CEO and Director of Customer Happiness and Satisfaction. She is diplomatic and we value that skill.

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Jenalyn Aquinde, Bookkeeper

Jenalyn is one of our talented bookkeepers proactively working on clients' books.

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Whitney Hood, Accounting Administrative Assistant

You may find Whitney Hood answering the phones, and reaching out to make appointments. She also works on ensuring accurate information in our client database. She is an integral part of our operation.


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