What's New With OverView?

July 17, 2024
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Meet the OverView Team
We are thrilled to announce the expansion of our team at OverView over the past several years! With diverse expertise and a shared commitment to excellence, our new teammates bring fresh insights and enhanced capabilities to serve our clients even better. We look forward to leveraging our expanded team's skills to continue exceeding expectations and supporting the success of businesses nationwide. 
Our Mission, Vision and Values
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 Sunshine and Success

Overview Bookkeeping and Consulting has expanded to Nokomis, Florida. Our new location caters to Sarasota County's growing entrepreneurial community, bringing tailored solutions to the Gulf Coast. We specialize in small business support, where we become an extension of our client's team bringing our expertise to their table. OverView Bookkeeping and Consulting ensures local businesses thrive with strategic financial management.

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Introducing the OverView Mobile App

Download the Free OverView App Today! 


 You will access:

  • A full menu of OverView's products and services.
  • All of our most recent training programs and descriptions.
  • Ability to book calls with members of our team.
  • Future push notifications that can positively impact your business bottom line.
  • The ability to easily share your experience with our team and refer a friend with ease.
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 "Overview has been great! After another coach recommended them, I started using their services in the first 6 months of my business. They have been incredible. Professional, knowledgeable, and reasonably priced. Their expertise has helped me double my revenue, reduced the pain I feel with bookkeeping, and have become an amazing referral partner. If you need any of their services, they are top-shelf professionals! Hire them today!"

Bill Mason

Rocket Fuel Coaching



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Celebrating 20 Years of Service, Solutions & Success!

July 14, 2025
This year marks our 20th anniversary for Overview Bookkeeping and Consulting LLC — and we couldn’t have done it without you! Whether you’ve been with us since the early days or just recently joined our community, we are incredibly grateful for your trust, partnership, and support. Here's a look at how far we’ve come.

Power Up Your Team and Business Success with Trade Winds

June 16, 2025
Trade Winds provides trades-based businesses $58K+ in support—admin, scheduling, bookkeeping & more for less than a full time worker at minimum wage. Do you own — or know — a trades business ready to expand, increase profits, and strengthen operations with expert business support?
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Proactive Tax Planning = Less Stress, More Savings, Smarter Growth

May 15, 2025
Proactive tax planning is one of the smartest financial strategies a business can invest in. Instead of waiting until tax season for surprises, it means checking your finances throughout the year, finding ways to save, and making smart decisions before it’s too late.

Smart, Simple, Solar: Save Without the Hassle

April 11, 2025
Did you know you can lower your electric bill and hit your sustainability goals — all without lifting a finger or spending a dime? We can walk you through the process and help you save up to 10% on your electric bill.

Elevate Your Business with Virtual Business Management

March 17, 2025
In today’s fast-paced world, businesses require flexibility and expertise to stay competitive. That’s where virtual business management comes in. Learn how OverView's Virtual Business Management team can act as an extension of yours, delivering unmatched support.
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Budgeting & Forecasting: The Secret Weapons of Small Business Success

February 12, 2025
Budgeting and forecasting aren’t just about balancing numbers—they’re about building confidence in your decisions, staying ahead of financial challenges, and ensuring long-term success. Ready to elevate your business strategy?
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Building Your Dream Team with Strategic Staffing Solutions

January 17, 2025
Investing in the right staffing strategies strengthens your team and drives operational efficiency and long-term growth. OverView can support your business in meeting its staffing needs effectively.
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State Energy Saving Programs

December 11, 2024
You could qualify to save up to 10% in monetary credits thanks to state renewable energy programs.
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Let's Talk IT Spending

November 13, 2024
Staying on top of your company's IT needs is a full-time job. OverView Bookkeeping & Consulting can help you determine if you're overpaying for your managed IT support and help you negotiate the most competitive rates without sacrificing the quality of service you need.
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OverView Does Bookkeeping Differently

October 8, 2024
OverView Does Bookkeeping Differently. Any bookkeeper can do your books. OverView isn't any ordinary bookkeeper. We bring our business knowledge to the table, unlocking big-business insights within the numbers to uncover savings opportunities for you.