KLYVNT Advisors is a CPA-led bookkeeping and financial advisory firm in Fort Lauderdale, Florida. We keep the books clean and current for owner-operated businesses across Broward County, then tell you what the numbers actually mean. Monthly bookkeeping starts at $699. We do not prepare taxes.
Fort Lauderdale, FL · (210) 410-1798 · CPA-led · Serving all of Broward County · No tax prep
Four levels, one rate card, published so you can price us against anyone else in Broward County before you pick up the phone. Most Fort Lauderdale businesses start on monthly bookkeeping and move up when the questions get harder than the numbers.
From $699/mo
Clean, current books. Bank reconciliations, categorized transactions, monthly close, and financials you can actually read. We work in QuickBooks Online or your existing platform.
From $3,500/mo
Everything in bookkeeping, plus someone who reads the numbers. Controller-level review of every close, and a call where you find out what changed and why.
From $5,500/mo
A real finance leader in your corner. Forecasting, pricing, and scenario modeling, plus a senior finance brain on call when the decisions get expensive.
From $2,500
Your books are behind or broken and we fix them. Full historical cleanup, reconciliation, and a clean file ready for your tax accountant or for ongoing monthly management.
Not sure which level you need? Here is the difference between a bookkeeper, a controller, and a CFO, and here is how to tell whether you need a controller when you already have a bookkeeper.
Most local bookkeeping firms quote after a discovery call. We publish the numbers instead. You get a fixed monthly price in writing before anything starts, and it does not move because a month was busy.
| Service | Price | Who it fits |
|---|---|---|
| Monthly bookkeeping | From $699/month | You need clean, current books and readable monthly financials |
| Outsourced controller | From $3,500/month | Businesses around $1M to $5M that need the numbers interpreted |
| Fractional CFO | From $5,500/month | Businesses $3M and up making decisions that need a forecast behind them |
| Books cleanup | From $2,500, fixed | You are months or years behind and need a clean file |
Wondering whether you are overpaying your current bookkeeper? We wrote up what bookkeeping should cost a small business and what drives the price.
These are the conversations we have every week with owners in Fort Lauderdale, Coral Springs, Plantation, Davie, and Pompano Beach.
The P&L exists but it doesn't make sense. Revenue looks fine but cash is always tight.
You're bringing in revenue but the bank account doesn't reflect it. No one's tracking where the money actually goes.
QuickBooks hasn't been touched since last quarter. Your accountant can't do taxes until you clean it up.
You have a loan covenant. The lender wants a quarterly package. You have nothing clean to send.
They categorize. They reconcile. But nobody interprets anything. You still have no idea what the numbers mean.
No dashboard. No KPIs. No budget vs. actual. Every decision is a guess.
If the third one is you, start here: how to clean up books that are months behind. If the first one is you, read why a profitable business runs short on cash.
Big 4 trained at KPMG. National consulting at CFGI, MorganFranklin, and ICF International. Controller of a $20M company. A decade in the financial trenches before starting KLYVNT.
Most bookkeepers categorize transactions. That is not enough. Owner-operated businesses in Fort Lauderdale need someone who can read the numbers, spot what is broken, and say what to do about it, not just close the month.
That is what KLYVNT delivers: controller-level eyes on your books every month, at a fraction of what a full-time hire costs. If you would rather see the reports before you see a proposal, here is what a business owner should look at every month.
You tell us what's broken. We ask questions and tell you honestly what we'd do. No pitch, no pressure.
Access to your accounting file, bank statements, or whatever you've got. We scope the engagement and give you a fixed monthly price before anything starts.
We clean up or take over your books, build a reporting structure that makes sense, and get into a clean monthly close rhythm.
Every month: financials with a written summary. Controller and fractional CFO clients get a live review call. No more running blind.
A full-charge bookkeeper in South Florida is a salary, payroll taxes, benefits, software licences, and a desk, and you still have to know enough to check their work. At $699 a month you are paying a fraction of that for books that get reviewed by someone who has closed a $20M company.
The part most owners underestimate is the review layer. One person doing the entry and the checking is not a control, it is a single point of failure. Our close is done by one set of hands and read by another before it reaches you.
And you are not hiring a headcount you have to keep busy. You move up a tier when the questions get harder and back down when they do not. We worked the math on in-house versus outsourced for a $2M business here.
We are based in Fort Lauderdale and serve owner-operated businesses across all of Broward County. If you have been looking for a bookkeeper near you, we are in the city, and we can meet locally for a first conversation. After that, engagements run remotely, so there is no commute and no office visit on your calendar.
We also work with clients in Miami-Dade and Palm Beach County. Contact: (210) 410-1798 · j@klyvnt.com · Fort Lauderdale, FL 33301.
Businesses doing roughly $300K to $10M in annual revenue. If you bought your business, whether through an SBA loan or a private deal, we speak that language specifically.
Ours start at $699 a month for monthly bookkeeping, $3,500 a month for outsourced controller, and $5,500 a month for fractional CFO. A one-time books cleanup starts at $2,500, fixed price, quoted before any work begins. The rate card is public on purpose. You get a fixed monthly number before you commit, not an hourly meter.
Categorize every transaction, reconcile every bank and credit card account, close the month, and hand you a profit and loss statement, a balance sheet, and a cash flow view. We add a written summary of what changed and why. At the end of the year your tax accountant gets a package they can work from without sending questions back.
Yes. KLYVNT is CPA-led. Jeremy Davila is a CPA and a PMP, Big 4 trained at KPMG, with national consulting at CFGI, MorganFranklin, and ICF International, and a stint as controller of a $20M company. Most bookkeeping firms are not led by a CPA, so ask anyone you are comparing us to.
No, and that's intentional. Tax preparation and financial management take different skill sets. We focus on bookkeeping, financial reporting, and advisory, and we work alongside your existing tax accountant. They get clean, organized financials every year, which usually makes their job easier and their bill smaller.
Most bookkeepers are data entry operators. They categorize transactions accurately but they don't interpret anything. KLYVNT sits above that layer. Someone with controller-level experience reviews your numbers every month and tells you what they mean. The difference shows up in your monthly reports, your cash flow visibility, and how you make operating decisions.
That is exactly what the books cleanup engagement is for. We have cleaned up 18 months of books in under two weeks. We scope based on what you actually have, give you a fixed price up front, and hand back a clean file. Being behind is a finite problem with a finish line, not a permanent condition.
All of it. Fort Lauderdale, Hollywood, Pembroke Pines, Coral Springs, Pompano Beach, Davie, Plantation, Sunrise, Miramar, Weston, Deerfield Beach, Coconut Creek, Oakland Park, Wilton Manors, Tamarac, Lauderhill, Dania Beach, Hallandale Beach, Parkland, and Cooper City. We also work with clients in Miami-Dade and Palm Beach County.
Engagements run remotely, so there is no commute and no office visit on your calendar. We are based in Fort Lauderdale and available to meet in person locally for an initial consultation if you would rather start face to face.
Primarily QuickBooks Online. We also work in Xero and can evaluate your current setup. If your platform is not working for you, we will say so and recommend an alternative rather than quietly working around it.
Yes. Many of our clients came in through a business acquisition, but we work with any owner-operated business that needs real financial leadership, regardless of how they got there.
Tell us about your business. We will take 30 minutes to look at your situation and say exactly what we would recommend, before you commit to anything or pay a dollar.
(210) 410-1798 · j@klyvnt.com · Fort Lauderdale, FL · Serving all of Broward County