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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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.

Prepare For Rising Energy Costs

August 14, 2024
Now is the time to lock in fixed energy rates for winter 2024/25! OverView Consulting can help you uncover the best energy solutions. We can review your current energy bill to uncover key ways to save you money, reduce your energy costs and help you budget for the upcoming winter.
Collage of headshots of the OverView team with a blue background

What's New With OverView?

July 17, 2024
We are thrilled to announce the expansion of our team at OverView over the past several years! We look forward to leveraging our expanded team's skills, the launch of our mobile app, and our new office in Nokomis, FL to continue exceeding expectations and supporting the success of businesses nationwide.
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Targeted Training For Your Bottom Line

June 14, 2024
Check out OverView Bookkeeping and Consulting many trainings to increase your business and teams success and bottom line.

Transform your organization into a well-oiled machine

May 15, 2024
What would happen to your business, employees, or customers if the business owner was removed? This course explores the steps and methodologies for developing a sustainable business without the business owner being involved in the day-to-day operations.

Workers' Compensation - Let Us Show You a Better Way

By Alexandra Nunn • April 10, 2024
OverView approaches worker's compensation from a different perspective to save you money without sacrificing essential coverage. Every week, we meet with business owners whose workers' compensation costs represent more than 50% of their annual insurance expenses. I promise you there's a better way.

Choose Community Solar and Save

March 11, 2024
We can help you save money and meet your sustainability goals with community solar programs. Enroll and save up to 10 percent on your electric bill. We can walk you through the process.
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Make Your Books Work for You

February 15, 2024
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.
Tactical Business Plan

The tactical business plan and how it can transform your success

January 19, 2024
Learn the power of a Tactical Business Plan. This comprehensive course teaches the value of a 12-month tactical business plan in navigating your company toward success. Understand how strategic planning aids in setting achievable goals, managing resources, and reacting promptly to market changes.
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