Now booking Summer 2026 clients

Your books automated.
Your time reclaimed.

AI-powered bookkeeping for Southwest Florida small businesses. Real-time dashboards, zero manual entry, and tax-ready books delivered straight to your CPA — starting at $149/month.

ServingNAPLESFORT MYERSCAPE CORALBONITA SPRINGSSARASOTA

Monthly Revenue

$
12,45024,89048,21062,19084,320

▲ 38.2% vs last month

AI Audit

SCANNING
  • Home Depot
    $248.10
  • Shell #4421
    $62.40
  • Publix
    $38.92
  • Verizon
    $184.00

Tax Savings Found

$4,210

Cash Flow • 30d

LIVE

The honest part

You didn't start a business to drown in receipts.

Most Southwest Florida owners are overpaying for bookkeeping that's stuck in 2009. This isn't your fault — it's a broken industry that AI just made obsolete.

Stale data, slow decisions

You see what happened last month — never what's happening right now. Pricing changes, payroll spikes, and cash crunches show up too late.

Mystery monthly PDFs

A static report shows up in your inbox. You skim it, file it, and hope your CPA understands. No live tax savings. No leak detection.

Expensive and inconsistent

Hourly billing, ghost months, turnover at the firm. You're paying premium rates for entry-level work that gets done whenever they get to it.

The shift

Everything your bookkeeper should have been doing. Plus everything they never could.

The old way

Traditional bookkeeping firm

  • Monthly PDFs you can't act on
  • Receipts entered weeks after the swipe
  • Hourly billing surprises
  • One bookkeeper, one bottleneck
  • Tax savings discovered in April (too late)
  • Books "reconciled" — once a month

Gulf Coast Books

AI bookkeeping, always on

  • Live dashboard updated 24/7
  • AI categorization the instant a charge clears
  • Flat monthly price — no hourly games
  • Multiple AI agents, always on duty
  • Tax savings flagged the moment they appear
  • Books reconciled continuously, automatically

Three steps

Then you're done.

01

Connect

Link your bank, payment processor, and QuickBooks in under 10 minutes. Our AI starts categorizing transactions immediately.

02

Relax

We run reconciliation continuously, flag anomalies, and prep your year-end package. You watch the dashboard, not the spreadsheet.

03

Grow

Get tax savings, revenue-leak alerts, and operational cost audits — the kind of insight that used to require a $7k/mo CFO.

0.0%

Auto-categorization

0%

Time saved

0hr

Onboarding

0×

Faster monthly close

Pricing

Pick your level. No contracts. No surprises.

Starter

For owners who want the right tools and a safety net.

$149/month
  • AI transaction categorization
  • Real-time financial dashboard
  • Year-end tax-ready package
  • Email support
Most popular

Done For You

For owners who want bookkeeping completely off their plate.

$249/month
  • Everything in Starter
  • Fully managed reconciliation
  • Receipt capture & matching
  • Direct CPA hand-off
  • Priority human support

Pocket CFO

AI advisory that finds money you didn't know you were leaving.

$399/month
  • Everything in Done For You
  • AI tax-savings audits
  • Revenue leak detection
  • Operational cost reviews
  • Exit-readiness tracking

Flat monthly pricing · Cancel anytime · All plans serving SW Florida

Free Download

Still on QuickBooks? Here's how to plug AI in and cut your bookkeeping time to almost zero.

This isn't a fluff PDF. It's the exact workflow — prompts, connections, and monthly checklist — that lets you use AI with your existing QuickBooks to get cleaner books, faster closes, and reports you actually understand.

  • The exact AI prompts for monthly book review
  • How to connect accounts and automate categorization
  • The monthly close checklist every SMB needs
  • 5 questions that will immediately save you money at tax time
  • When DIY stops making sense and it's time to hand it off

$97 valueFree for Southwest Florida business owners

GCB

The AI Books
Playbook

How Southwest Florida Business Owners Are Cutting Bookkeeping Time to Zero

Gulf Coast Books · v1.0

"Saved me $340/month immediately"

"Finally understand my own numbers"

Local

We're not a call center. We're your neighbors.

Built in Southwest Florida for the contractors, restaurants, agencies, healthcare clinics, and service businesses that actually keep this coast running.

Gulf of America

Serving

The Paradise Coast & Suncoast

From Sarasota down through Marco Island — wherever your business runs along Florida's Gulf Coast, we're a short drive away.

SarasotaFort MyersCape CoralFort Myers BeachEsteroBonita SpringsNaplesMarco Island

FAQ

Let's get the objections out of the way.

Your CPA files taxes once a year. We run your books continuously — 24/7 — so when tax season hits, your CPA gets a clean, organized package and you get the maximum deductions. We don't replace your CPA; we make their job dramatically easier.

Yes. We use bank-level 256-bit encryption, SOC 2 compliant data partners, and read-only connections to your bank and QuickBooks. We can see and categorize transactions; we cannot move money.

QuickBooks Online is ideal. If you're on QuickBooks Desktop, Xero, or just spreadsheets, we'll migrate you during onboarding — included in your first month.

We handle the entire handoff. We pull your historical data, clean up any prior-period issues, and have you fully live within 48 hours of signing up.

Yes. No contracts, no cancellation fees. If we're not saving you time and money in the first 60 days, we'll refund you.

Same-business-day on Starter, within 2 hours on Done For You, and same-hour on Pocket CFO. Plus the AI assistant answers most questions instantly.

Your competition already knows their numbers.
Do you?

Twelve minutes to onboard. Forty-eight hours to live books. A lifetime of clarity.