location

13180 N Cleveland Ave, Ste 216
North Fort Myers, FL 33903

Hours

9:00am – 5:00pm
(Mon-Fri) 

phone number

Empowering Your Growth, Simplifying Your Finances

At Visionary Accounting, we offer virtual accounting services designed to support your business growth and simplify your financial life. Whether you’re just getting started or scaling your operations, our tailored services help you stay organized, compliant, and profitable—so you can focus on doing what you love.

Bookkeeping (Monthly or Quarterly)

Accurate bookkeeping is the foundation of every successful business—and we’re here to take that off your plate. Our done-for-you bookkeeping service includes transaction categorization, income and expense tracking, monthly bank and credit card reconciliations, invoice and bill review, and customized financial reports that give you a clear picture of your business’s performance.

We’ll ensure your books are clean, compliant, and up-to-date—so when tax time comes, everything is organized and ready to go. Whether you prefer monthly check-ins or quarterly reviews, we adapt to your workflow and needs.

Our service includes:

  • Cash flow and profit analysis

  • Recordkeeping

  • 1099 tracking and filing

  • Unlimited email and phone support for your bookkeeping questions

New to bookkeeping or QuickBooks Online? We’ll help you get set up and comfortable using the software. 

*QuickBooks Online subscription required (paid by the client)

Payroll Services

Running payroll can be complicated—but it doesn’t have to be. Our payroll services take care of the details so you can pay your employees and contractors on time and with confidence. We process payroll through QuickBooks Online, ensuring full integration with your bookkeeping for seamless reporting and tax compliance.

From onboarding new hires to processing pay runs, handling tax withholdings, and preparing year-end payroll reports (including W-2s and 1099s), we ensure everything is handled correctly.

This service is ideal for small business owners who want reliable, hassle-free payroll without having to become an HR expert.

Business Consulting & Startup Guidance

Every strong business begins with a solid financial foundation. Whether you’re thinking about launching a new venture or you’ve already started and feel overwhelmed, we offer expert business consulting to help you navigate the decisions that matter most.

We’ll guide you through:

  • Choosing the best legal business structure for your goals (LLC, S-Corp, Sole Proprietor, etc.)

  • Understanding your tax obligations as a business owner

  • Setting up your accounting systems from day one

  • Developing a plan for sustainable growth and profitability

For established businesses, we offer insight into improving operations, pricing strategy, budgeting, and long-term planning to help you level up with clarity and confidence.

Tax Preparation & Filing

Tax season doesn’t have to be stressful. We specialize in virtual tax preparation for individuals and small businesses, ensuring that your returns are accurate, timely, and optimized to take advantage of every legal deduction available to you. Whether you’re self-employed, a sole proprietor, or managing a growing team, we provide strategic tax planning and personalized support tailored to your specific situation.

We’ll walk you through what documents you need, handle the complex filings, and help you plan ahead for future tax seasons to reduce surprises. We also offer support with estimated tax payments, IRS letters, and setting up payment plans if needed.

Please Note: At this time, we do not prepare or file tax returns for residents or businesses located in New York, California, Oregon, Maryland, or Connecticut.

FREQUENTLY ASKED QUESTIONS

We specialize in service-based businesses, including but not limited to:

  • Photographers & Videographers

  • Charter Captains & Tour Guides

  • Landscapers & Arborists

  • Handyman Services

  • Musicians

  • Realtors

  • Lawyers

  • Hair Stylists & Cosmetologists

  • Consultants, Coaches, & Advisors

  • Social Media Managers & Content Creators

  • Copywriters & Designers

  • Event Planners & Marketing Agencies

  • IT Companies & Travel Agents

  • Personal Trainers & Fitness Instructors

  • Pet Sitters & Junk Removal Services

Not sure if we’re the right fit? Reach out, and we’ll be happy to discuss your needs!

At this time, we do not provide services to:

  • Farms

  • Businesses or individuals with foreign income

  • Non-profit organizations

  • Restaurants

Our done-for-you bookkeeping service includes:

  • Income & expense tracking
  • Transaction categorization
  • Invoice & bill tracking
  • Monthly financial reports
  • Payroll review
  • 1099 filing assistance
  • Cash flow & profit analysis
  • Monthly reconciliations
  • Secure recordkeeping
  • Unlimited email & phone support

A Beneficial Ownership Information (BOI) Report provides details about the individuals who own or control a company. This filing is part of federal efforts to prevent fraud and money laundering.

🚨 Important Update: A federal court has temporarily suspended the requirement to file BOI Reports. Although many LLCs and corporations were expected to file by January 13th, the deadline is currently on hold.

Where to file: If you choose to submit voluntarily, visit FinCEN’s BOI E-Filing website.

We use QuickBooks Online for both accounting and payroll services.

If you expect to owe $1,000 or more in taxes when filing your return, the IRS requires you to make estimated payments throughout the year.

🔹 To avoid penalties and interest, pay at least 90% of your current-year tax liability or 100% of your prior-year tax liability—whichever is lower.

💳 How to pay: Visit www.irs.gov/payments or use the IRS2Go app.

If you’re unable to pay your full tax balance, the IRS offers installment agreements to help spread out payments.

How to apply: The easiest and most affordable way is through the IRS Online Payment Agreement Tool.

💡 Already on a payment plan? If you expect to owe more this year, update your agreement to avoid default.

📌 Important: Payment plans do not stop penalties and interest from accruing. The IRS will continue to charge interest on any outstanding balance.

A tax professional can help you minimize your tax liability, stay compliant, and plan for the future. Consider working with one if:

  • You have business or investment income

  • You’re self-employed or own rental properties

  • You’re planning a major life event (marriage, divorce, retirement, etc.)

  • You want to maximize deductions and credits legally

The earlier, the better! Hiring a bookkeeper early in your business journey ensures accurate financial tracking and prevents months of disorganized statements, invoices, and receipts from piling up.