Services
Accounting, tax & advisory services
Twenty-four ways we keep South Florida businesses compliant, profitable, and planning ahead, under one roof, with one team that knows your name.
0·1 Accounting & Bookkeeping
01·
Monthly Accounting
Our flagship engagement: reconciled books, monthly financial statements, and ongoing tax strategy delivered on a fixed schedule by a CPA team that knows your business.
02·
Bookkeeping
Precise transaction coding, reconciled accounts, and records kept audit-ready, so every report, return, and loan application starts from numbers you can trust.
03·
Financial Statements
Professionally prepared balance sheets, income statements, and cash flow statements that stand up to bankers, bonding agents, and your own scrutiny.
04·
Compilations
Formal compilation engagements that put your financial statements in professional form under a CPA report, often exactly what a lender or surety requires.
05·
Financial Statement Reviews
Independent review engagements that add analytical procedures, professional inquiry, and limited assurance to your financial statements when stakeholders demand more than a compilation.
06·
Financial Reporting
Management reporting designed around your decisions: the KPIs, comparisons, and segment views that turn monthly numbers into weekly direction.
07·
Payroll Services
Payroll processed correctly and filed on time through our ADP partnership, with a CPA watching the tax side that payroll companies ignore.
0·2 Tax Services
01·
Business Tax Preparation
Corporate, S-corporation, and partnership returns prepared by an experienced CPA who looks for missed deductions before filing, not after.
02·
Personal Tax Preparation
Individual returns handled with the same rigor as our business work, ideal for owners, real estate investors, and families with more than a W-2.
03·
Tax Planning
Structured, year-round strategy that shapes your tax bill before the year closes, built on projections instead of hindsight.
04·
Entity Selection
A modeled, numbers-first analysis of LLC, S-corporation, C-corporation, and partnership options, matched to your income, industry, and plans.
0·3 Advisory & CFO
01·
Fractional CFO
Executive-level financial leadership on a part-time footing: forecasting, margin analysis, banking support, and a seasoned voice in your biggest decisions.
02·
Business Advisory
A standing advisory relationship that gives you a seasoned, financially fluent counselor for the decisions you currently make alone.
03·
Business Consulting
Focused, project-based engagements that attack a specific business problem, from shrinking margins to broken processes, and end with implemented answers.
04·
Cash Flow Planning
Forward-looking cash forecasting and working capital strategy, so payroll weeks, tax deadlines, and slow seasons stop arriving as emergencies.
05·
Strategic Planning
Structured annual planning that converts ambitions into budgets, milestones, and scenarios, with the financial modeling to prove the plan can work.
06·
New Business Formation
Everything a new Florida business needs to launch correctly: structure, registrations, tax elections, and a working accounting foundation from the first sale.
0·4 IRS Help
01·
IRS Representation
Credentialed representation before the IRS for examinations, back taxes, and collections, so you never face the agency across the table alone.
02·
IRS Notice Resolution
Fast, correct handling of IRS and state tax letters, from decoding what the notice really says to closing the matter in writing.
03·
Audit Support
Preparation, organization, and expert guidance when a third party audits your business, whether the examiner comes from the IRS, an insurer, or a bank.
0·5 Technology & Systems
01·
QuickBooks Setup
Professional QuickBooks Online configuration, from a chart of accounts built for your industry to bank feeds, apps, and training that sticks.
02·
QuickBooks Cleanup
Diagnosis and repair for damaged QuickBooks files: miscoded history, unreconciled accounts, and abandoned months restored to books you can trust.
03·
Technology Consulting
Practical guidance on your financial technology stack: choosing the right tools, connecting them properly, and automating the work software should be doing.
04·
Accounting System Implementation
Complete design and rollout of your accounting infrastructure: software, integrations, data migration, procedures, and training, delivered as one managed project.
Ready to stop overpaying and start planning?
One conversation with a CPA who knows your industry can change the trajectory of your year. Schedule a strategy session, bring your questions, your last return, and thirty minutes.