Business Details
25 Years
experience
Trusted Accounting & QuickBooks Solutions in Fort Lauderdale
As a QuickBooks ProAdvisor and Certified Public Accountant with over two decades of experience, we specialize in simplifying complex financial operations for entrepreneurs. Our CPA has served Florida businesses since 2001, combining academic expertise as a former accounting professor with practical industry knowledge. We offer comprehensive solutions including software implementation, payroll processing, and financial statement preparation tailored to each client's unique needs. Our team's dual expertise in public accounting and private business ownership - including operating two event venues - provides valuable real-world insights. We prioritize personalized service through careful assessment of client requirements, delivering customized strategies that improve financial operations.With advanced degrees from Florida A&M University and Florida Atlantic University, our CPA maintains active memberships in the Florida Institute of CPAs and the Institute of Management Accountants. Our proven track record includes training business owners in QuickBooks and HoneyBook systems, supported by client testimonials highlighting successful implementation and growth. We maintain weekday business hours with Saturday appointments available, ensuring accessibility while maintaining professional standards. Our commitment to exceptional service is demonstrated through detailed client assessments and ongoing support that extends beyond basic accounting functions.
Services
QuickBooks Installation
HoneyBook Training
Business Consulting
Bookkeeping Services
Payroll Processing
Financial Statements
Accounts Payable/Receivable
Sales Tax Reporting
Details
- Year established: 2001
Highlights and features
- 20+ years of combined academic and industry accounting experience
- QuickBooks ProAdvisor certified software implementation specialist
- Customized solutions for business and individual financial needs
- Former accounting professor with teaching expertise
- Proven success training entrepreneurs in financial systems
Associations and certifications
- Certified Public Accountant (CPA)
- Certified Management Accountant (CMA)
What people say
Talented teacher
Helped achieve goals
Proven success
Exceptional service
Valuable expertise
Services
QuickBooks Installation
We implement QuickBooks solutions for new businesses and transitioning clients. Our ProAdvisor certification ensures proper configuration of chart of accounts, payroll settings, and financial reporting parameters. Services include data migration, system customization, and workflow optimization to streamline accounting processes.
Bookkeeping Services
Comprehensive bookkeeping support maintains accurate financial records. We manage accounts payable/receivable, bank reconciliations, and month-end closing procedures. Our systematic approach ensures timely, organized financial data that supports informed business decisions and tax preparation.
Payroll Processing
Full-service payroll administration handles employee payments, tax withholdings, and regulatory filings. We calculate wages, manage direct deposits, and generate pay stubs while maintaining compliance with federal and state employment regulations.
Business Consulting
Tailored financial guidance addresses specific business challenges. We analyze operations to identify efficiency improvements, develop growth strategies, and provide expert advice on financial systems implementation for enhanced business performance.
HoneyBook Training
Customized HoneyBook instruction develops client proficiency in project management. Training covers booking forms, proposal generation, and client communication tools that streamline business operations and improve client service delivery.
People
M Coakley Accounting
Certified Public Accountant
CPA and Certified Management Accountant with 20+ years experience. Former accounting professor at Florida universities. Owner of two event venues. Holds MBA from Florida Atlantic University and accounting degree from Florida A&M University.
Questions
What accounting services do you offer?
We provide QuickBooks setup, bookkeeping, payroll processing, financial statements, business consulting, and HoneyBook training tailored to client needs.
How experienced are your professionals?
Our CPA has 20+ years experience with Florida businesses, combining public accounting practice with academic teaching and private business ownership experience.
Do you serve businesses outside Fort Lauderdale?
While based in Fort Lauderdale, we serve clients throughout Florida with flexible service delivery options for remote support.
Can you help with QuickBooks software issues?
As a QuickBooks ProAdvisor, we provide expert implementation, troubleshooting, and training for both desktop and online versions of the software.
Are emergency accounting services available?
We maintain standard business hours but schedule priority appointments for urgent client needs during regular operating hours.
