Outsourced Bookkeeping & Accounting — Clean Books, Owner Control

Run your business on facts, not hunches. At Take Flight Business Solutions, we keep your books current, your reports clear, and your decisions grounded in numbers you can trust. Led by Brian Dela Cruz, CPA (MA), our team delivers a predictable monthly rhythm for bookkeeping, QuickBooks Online cleanup, payroll coordination, and year-round tax planning—so you can focus on growth instead of chasing paper.

Why owners choose Take Flight

• CPA oversight (MA): experienced review without enterprise overhead.
• On-time books: reconciliations and reviews on a set calendar.
• Plain-English guidance: a short monthly note that explains what changed and what to do next.
• Bank- & tax-ready files: basis, depreciation, and estimates tracked during the year.
• Fixed, transparent fees: scope first, cleanup (if needed) as a defined project, then a predictable monthly price.

What’s included each month

• Transaction categorization and reconciliations on schedule
• Invoice/bill review to catch errors before they snowball
• Cash trend update to plan hiring, inventory, and owner draws
• QuickBooks tuned for decisions (chart that mirrors operations, smart bank rules, classes/locations when useful)
• Quarterly planning touchpoints for taxes, capex, and distributions

Need historical cleanup or a QBO rebuild? We scope it as a stand-alone project with a defined outcome and timeline, then roll into steady monthly service.

Who we serve (local + nationwide)

We support owners across the U.S. from our Florida base, with extra attention to the Florida Panhandle: Pensacola, Cantonment, Pace, Gulf Breeze, Milton, Navarre, Perdido, Fort Walton Beach, Niceville, and nearby Gulf Shores/Orange Beach, AL.

• Contractors & trades: job-cost visibility, progress-billing control, faster collections
• Real-estate investors (BRRRR, rentals, flips): basis/depreciation tracked, bank-ready statements
• Healthcare & med spas: revenue cycle, retail sales tax, HIPAA-aware workflows
• E-commerce & online services: clean fee mapping, clear revenue recognition, multistate sales tax
• Professional services & agencies: utilization, average ticket, dependable AR

Common pains we solve (and how)

• Missed deductions → year-round tax planning with timely estimates
• Payroll misposts → payroll tied to the general ledger so reports agree
• Cash surprises → monthly cash trend and simple “what to do next” actions
• Messy books → one-time cleanup/QBO rebuild, then a steady cadence that sticks

Your first 60 days with us

 1) Scope & file diagnostic — We map accounts, sales channels, and workload drivers; you get everything in writing.
2) Cleanup & setup — If needed, we time-box cleanup and fix chart, rules, and classes/locations.
3) Monthly bookkeeping — Reconciliations, invoice/bill review, cash trend, and a clear summary of next steps.
4) Quarterly planning — Taxes, capex, staffing, and owner distributions—so profit becomes cash and cash becomes leverage.

Pricing that stays predictable

We price by what truly drives work: transaction volume, number of accounts, locations/entities, sales channels, payroll headcount, and reporting complexity. As your business changes, we revisit scope together and document updates before they take effect. No surprise add-ons.

Ready for stress-free books?

Book a 15-minute fit call. We’ll review your goals, run a quick file diagnostic, and provide a clear written scope with a fixed monthly fee. If cleanup is required, we’ll quote it as a stand-alone project with a defined timeline. Then we put your accounting on rails—clean books, smart taxes, and confident decisions.