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← Back to Top 8 Bookkeepers in the Ocala Area, FL (2026)Southern CPA
What we could verify
- Registered business?
- Registration found: Florida Division of Corporations, status Active (Sunbiz quarterly file of 2026-07-10), formed 2020
- CPA license or firm permit?
- CPA firm permit active · AD71021 · Florida Board of Accountancy (DBPR public records download)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- None named on its website
3 of 5 answered from a dated source.
Documents 3 of 5 core services; CPA license verified with the state board; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Southern CPA | home page | |
| Website | https://www.southerncpa.net/ | home page | |
| Office locality | Ocala, FL | /contact | |
| Service area | United States (stated by the firm) | /about-the-firm | |
| Phone | +13528773717 | home page | |
| Offers bookkeeping | Documented: ...who understand the distinct tax concerns of corporations and partnerships. Learn More BOOKKEEPING Our firm has over a decade of experience in bookkeeping for businesses ranging... | home page | |
| AP / AR | Documented: ...owner to hundreds of staff members. Some of the services we currently provide are accounts payable, accounts receivable, and reconciliation to bank records. Learn More Putting... | home page | 4 pts (max 4) |
| Payroll coordination | Documented: ...and credit card transactions, reconciliation of invoices/payments, sales tax filings, payroll processing & filing, and other recurring tasks. Our CPA team are also available to... | /bookkeeping | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...quarterly, and/or annual deliverables frequently needed by business owners including: financial statements, categorization of transactions, reconciliation of bank and credit card... | /bookkeeping | 6 pts (max 6) |
| Local / remote model stated | Local + remote | /about-the-firm | 3 pts (max 3) |
| Active CPA firm or individual license (state board) | CPA firm permit active · AD71021 · Florida Board of Accountancy (DBPR public records download) | State accountancy board Third-party Sep 26, 2026 expires Dec 31, 2027 | 8 pts (max 8) |
| Named contact / team | Brittany Brittany Collier, Founder | /about-brittany | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: SOUTHERN CPA, LLC · FL document no. L20000285322 · Florida Division of Corporations · Active (Sunbiz quarterly file of 2026-07-10) | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2020-09-11 (file date of the formation filing of a Florida-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policies | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 6 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Industries served (documented) (0 pts, max 5); Software supported (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6).
- Active CPA firm or individual license (state board): Florida lists an ACTIVE CPA firm permit (Current) under this name, expiring 2027-12-31. It does not prove service quality.
- Entity found in the state business registry: Business registration found: Florida Division of Corporations (Sunbiz) corporate data file lists SOUTHERN CPA, LLC (FL document no. L20000285322), status Active (Sunbiz quarterly file of 2026-07-10), checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2020-09-11 as the file date of the formation filing of a Florida-formed entity.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 21 of 25 evidenced items come from Southern CPA's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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