Results Nationwide: Faster Decisions, Fewer Surprises, Bank‑Ready Financial Reports

Run your company on facts, not hunches. At Take Flight Business Solutions, our nationwide accounting team—led by Brian Dela Cruz, CPA (MA)—brings enterprise discipline to small and mid-sized businesses without enterprise overhead. As a modern accounting firm, we specialize in virtual bookkeeping, QuickBooks Online cleanup, payroll, and year-round tax planning that turns raw transactions into reliable management decisions. If you want clean monthly books double-checked by a CPA, proactive tax ideas delivered early enough to act, and reporting that ties to profit, cash, and growth—this is the partner you’ve been looking for.

Who we serve (nationwide)

• Contractors & trades that need accurate job costs, work-in-progress visibility, and progress-billing control.
• Real-estate investors—buy-rehab-rent-refinance-repeat (BRRRR), rentals, and flips—who care about basis, depreciation, and cash-on-cash returns.
• Healthcare & med-spa practices balancing revenue cycle management, sales tax on retail, and HIPAA-aware workflows.
• E-commerce & online services that require clean fee mapping, clear revenue recognition, and multistate sales tax.
• Professional services and agencies that live on utilization, average ticket, and collections.

Why modern operators choose us

• CPA oversight + documented monthly workflow: reconciliations and reviews on a set calendar—books delivered on schedule.
• QuickBooks Online engineered for decisions: a chart that mirrors operations, bank rules that reduce clicks, and class/location tracking that makes reports actually useful.
• Year-round tax planning: entity strategy, timely estimates, depreciation and Section 179 timing, and retirement/HSA planning—with bank- & tax-agency–ready documentation.
• Payroll that’s “boring” (in a good way): multi-state setup, tie-outs to the general ledger each month, and reasonable-compensation planning for S-corps.
• Communication that scales: a named point of contact, a predictable agenda, and recorded walkthroughs so decisions don’t depend on memory.

What “good” looks like with us

• Books reviewed each month—on time, every time—so you can decide while it matters.
• Reports that explain not just what changed but what to do next.
• Tax surprises replaced with mid-year adjustments you actually have time to implement.
• Bank-ready financials that support lending, insurance, and due diligence—without last-minute scramble.

Our advisory cadence (adapted to your needs)

1. Scope & baseline: we map your model, KPIs, and current systems.
2. Cleanup & setup: chart of accounts, products/services, bank rules, classes/locations, and a written monthly checklist.
3. Monthly bookkeeping on a set calendar: reconciliations, AR/AP review, cash roll-forward, and a short narrative tied to pricing, pipeline, and hiring.
4. Quarterly planning: taxes, capex, staffing, and owner distributions—so profit becomes cash and cash becomes leverage.

Proof in practice

• A multi-crew contractor, once overwhelmed by bookkeeping and lagging progress billing, now maintains regular, periodic updates—streamlining collections, managing margins, and ensuring taxes are filed on time.
• A real estate investor adopted QuickBooks Online to track property basis and project capital gains, while generating bank-ready financial statements for loans and investments—all optimized to minimize taxes.
• A home healthcare company transformed from having backlogged books and being unable to file taxes to maintaining a clean QuickBooks Online system—complete with custom rules and periodic updates—freeing them to prioritize patient care over business finances.
  

Your next step

Book a 30-minute fit call. We’ll review your goals, complete a quick file diagnostic, and give you a clear scope with fixed monthly pricing. If there’s historical cleanup, we’ll quote it as a stand-alone project with a defined timeline. Then we build your cadence: double-checked books, smart taxes, and confidence in every decision—wherever you operate in the U.S.

Our Service Offerings

That Get You Where You Need to Go

We are your one stop for business formation, accounting, tax preparation and planning, business planning, business consulting, payroll, and QuickBooks™ Online needs.

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

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

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

He has helped businesses with their accounting, financial, and tax functions for over 20 years.