Pensacola Bookkeeping & Tax Preparation | Clean Books, Smart Taxes, Fixed Monthly Pricing

Pensacola moves fast—Blue Angels airshows, NAS schedules, tourism spikes, and the occasional hurricane-season cash crunch. Take Flight Business Solutions helps local owners stay ahead with clean books, on-time payroll, and tax planning you can act on.

Led by Brian Dela Cruz, CPA (MA), we pair reliable cloud systems with same-day, hometown response—plain-English answers on a predictable rhythm that matches how Pensacola actually operates.

Why Pensacola Contractors, Investors & Medical Practices Choose Take Flight

• Hyper-local knowledge. We serve Downtown/Palafox, Cordova, Gulf Breeze, Pace, Milton, Cantonment, Perdido Key, and along the I-10 corridor. We understand seasonal swings, Navy/defense schedules, and storm-repair surges.
• Zero-scramble books. Month-end reconciliations on a fixed calendar mean your P&L is lender-ready when you need it.
• Plain-English reviews. A short monthly summary—what changed, what’s off, and the 1–3 moves for the next 30 days.
• Proactive tax strategy. Mid-year estimates, depreciation timing, and entity discussions handled early enough to matter.
• Transparent pricing. Scope → (optional) fixed-fee cleanup → predictable monthly subscription.

Core Services for Pensacola Businesses

Bookkeeping & Month-End Close
Bank and card reconciliations, vendor/customer cleanup, an industry-tuned chart of accounts, and financial statements you can hand to a bank with confidence.

Payroll & Compliance Filings
New-hire setup, state adds, garnishments, and quarterly/annual filings (W-2/1099) handled on schedule—and tied back to your books so labor costs are accurate.

QuickBooks Online Setup & Cleanup
Classes/locations for multiple crews or properties, rules that cut manual entries, and a written month-end checklist so the process repeats smoothly.

Tax Preparation & Year-Round Planning
Business and individual returns plus mid-year projection reviews. We coordinate documentation during the year so April isn’t a fire drill.

Business Formation & Advisory
LLC/S-corp setup (EIN, state accounts) and a first-year compliance calendar. Simple budget-vs-actual dashboards and 12-month cash forecasts you’ll actually use.

Built for Pensacola’s Top Industries

Contractors & Trades (remodelers, HVAC, plumbers, painters)
Pain point: fuzzy job costs, slow progress billing.
Fix: clear job-cost tracking, retainage/percent-complete hygiene, and a collections rhythm that keeps cash moving.

Real-Estate Investors (long- and short-term rentals, BRRRR, flips)
Pain point: messy basis and lodging/sales tax.
Fix: per-property P&L and depreciation schedules; reservation platform payouts mapped cleanly to the books.

Medical, Med Spas & Senior Care
Pain point: staffing ratios and retail sales tax.
Fix: capacity and provider productivity views; straightforward inventory and sales-tax mapping for retail products.

Hospitality, Retail & Events
Pain point: channel commissions and peak-season overtime.
Fix: daily sales imports, labor-percent alerts, tip/service-charge tie-outs, and clear margin by channel or package.

A Local Rhythm That Fits Your Calendar

1. Discovery Call (30 min). Goals + quick file peek.
2. Cleanup Project (if needed). Fixed fee with a 2–4 week timeline.
3. Monthly Close Cadence. Reconciliations by day 10; review call around day 12.
4. Quarterly Strategy Session. Estimates, equipment buys, pricing, and year-end timing.

Service Area & NAP

Take Flight Business Solutions LLC — Pensacola, FL 32534

Services: Accounting • Bookkeeping • Payroll • Tax Preparation & Planning • Business Advisory
Find us on our Pensacola Google Business Profile for photos, hours, and directions.

We work in person or fully remote for clients in:
Pensacola Proper, East Hill, Downtown, Cordova Park, Gulf Breeze, Navarre, Perdido Key, Pace, Milton, Cantonment, and Gulf Shores/Orange Beach, AL — and nationwide via secure portal and Google Meet.

First 60 Days: From Chaos to a Month-End on Autopilot

• Weeks 1-2: Written scope + fixed monthly price
• Weeks 2-4: Secure client hub login + short intake checklist
• Weeks 5–6: QuickBooks cleanup or fresh setup
• Weeks 7-8: First on-time close + your 3-bullet summary

Note that it may take up to 90 days for certain businesses.

Ready to Reclaim Your Evenings?

Book a 30-minute fit call. We’ll review one recent statement, quote any cleanup as a separate capped project, and lock in your monthly rate. No pressure—just a clear path to clean books, smart taxes, and fewer surprises in Pensacola.

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

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

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