$14k
Missed deductions recovered in year one
Tax season felt like a review, not a rescue. They closed our books every month for two years before we filed.
Elena Marquez
Retail owner · Coconut Grove
CPA Firm | Coral Gables, FL
Northline Accounting
Books that stay current, filings that stay on time, and a Coral Gables partner who answers the phone in season and out.
Florida CPA
Licensed & active
Encrypted portal
256-bit document vault
Year-round cadence
Not April-only
100+ local books
Sample figure for this demo
Scope builder
Estimate the work before you book
Pick your entity type and cadence. Northline returns a plain-language scope you can request as a tailored consult.
Estimated scope
Annual return, single entity
Document intake, return preparation, and a one-hour filing review. Best for owners with clean year-end records.
Approach
Fewer surprises, more calendar discipline
Open each stage to see the portal view, checklist, and turnaround your team should expect.
Intake
A short call to map entities, software, and the filing calendar. You leave with a shared folder and a dated checklist.
- Entity list and ownership
- Software access request
- Prior-year returns upload
Turnaround: same week for the kickoff packet.
Setup
Chart of accounts cleaned, bank feeds connected, and a recurring close checklist agreed in writing.
- Chart of accounts cleanup
- Feed and rules configuration
- Monthly close template
Turnaround: 5–8 business days after access lands.
Rhythm
Monthly close, quarterly check-ins, and a tax-season plan dated months ahead so April is a review, not a rescue.
- Month-end close by day 10
- Quarterly planning call
- Estimated payment calendar
Ongoing: portal updates every close cycle.
Client portal
See filings, uploads, and sign-offs in one place
Clients track what is filed, what is waiting on them, and what needs a signature without digging through email threads.
- Encrypted document vault with version history
- Filing status for sales tax, payroll, and income tax
- One-click sign-off on month-end packages
northline.app / acme-retail
FL sales tax · MarFiled Mar 18
Federal 941 · Q1Filed Apr 2
Estimated · Q2Due Jun 15
Bank_CSV_Mar.csvUploaded
Lease_renewal.pdfUploaded
Owner_draw_log.xlsxNeeded
March close packageSigned
Engagement letter 2026Signed
Q2 estimate approvalAwaiting you
Client results
What a cleaner close feels like
Sample quotes for this style demo. Metrics are illustrative, not audited claims.
11 days
Average monthly close after setup
We used to chase receipts in May. Now the portal tells us what is missing before the month ends.
James Ruiz
Agency founder · Brickell
3 entities
Held on one coordinated calendar
Multi-entity used to mean three different folders and zero visibility. One portal fixed that.
Aisha Lane
Holding company · Coral Gables
Contact
Ready for a cleaner close this quarter?
Tell us what you file and what software you use. We will reply with availability for a first consult.