YEAR-ROUND ACCOUNTING, TAX, AND ADVISORY SERVICES IN MIAMI, FL

Keep more of what you earn.

When it comes to your business,
you don’t want to leave money on the table.

But spotting problem areas is tough, especially if the only time your books get analyzed is during tax season. So, if you’re like most owners, you worry about what’s flying under the radar.

The truth is, accounting shouldn’t just be tasks checked off a list; it should be a source of truth—an indicator of financial wellness—whenever you need it.

Hi, I’m Edgar Gomez.

As a CPA, I’ve worked with hundreds of businesses in and around Miami, FL over the last two decades, so I know the tax-season drill.

Most CPAs’ phones start ringing somewhere around mid-January, and the requests only get more urgent the closer they get to Tax Day. Their clients may want a cleanup of their books before taxes are filed, but there’s no time for a truly thorough review. That’s why we operate differently.

Edgar working on account files

We offer fully integrated bookkeeping, tax preparation, and advisory services year-round.

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Here’s what that means for you.

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Clean books.

We meticulously manage your bookkeeping so your statements are accurate and we both know where you stand—always.

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Tax strategy.

With crisp data and a deep understanding of your work, we can get really smart about tax savings while preventing tax issues.

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Informed guidance.

We’ll connect as needed to review progress, scour for opportunities, and troubleshoot roadblocks.

Let’s talk about your opportunities.

You’re probably still wondering

Who is your ideal client?
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We focus on partnering with business owners who are committed to continuous improvement, require more than basic bookkeeping or tax services, and seek professional advice for making smarter decisions. We particularly enjoy working with small businesses in Miami, including construction contractors, freight & trucking companies, and wholesale distributors.

Do you serve clients virtually?
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Yes! In fact, we operate entirely in a virtual environment, leveraging online platforms to provide a seamless experience with the utmost diligence and confidentiality.

Can we work together if I already have a bookkeeper or I manage the bookkeeping in-house?
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Probably! During our call, we will define the scope of the services you need to support your business and then develop a custom package for you.

Do you offer payroll services?
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No, we don’t provide payroll services ourselves, but as an ADP Accountant Partner, we can offer discounts for their payroll platform. You also have the flexibility to choose your preferred payroll company. Don't worry; we will answer questions and work alongside you to get everything related to payroll set up and integrated with our processes.

Do you offer accounts receivable and bill payment services?
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No, we don’t provide outsourcing services for paying bills or invoicing customers on behalf of our clients. This is something we can set you up to handle in-house, if you're not already. We do provide ongoing technical support in Quickbooks for these tasks.

Are the financial reports you prepare compiled, reviewed, or audited?
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The financial reports in our accounting packages are deemed “prepared” financial statements. However, we offer compilations and reviewed financials, but only for our monthly clients and not as a standalone service. Please note that we do not offer audited financial statements.

How is the monthly fee determined and billed?
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The monthly fee is determined based on the scope and complexity of the services required. The fee is automatically withdrawn from your account the 1st day of the month to cover the services for the current month. Packages start at $800/month.

Are there any additional fees I should be aware of?
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No, there are no additional fees. However, if there is an out-of-scope service that was not included in the original proposal, we will notify you and discuss the pricing before performing such services.

What happens if my business grows or I need to cancel?
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If your business grows and the scope of services increases, we will reanalyze the services outlined in your proposal to realign the pricing accordingly. You can cancel the services at any time, but the fees already paid are considered non-refundable.

How do you ensure the security of my financial data and provide me access to it?
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Our CPA firm ensures the security of your financial data with our client portal called Taxdome. Utilizing advanced encryption and secure data centers, your information is protected during transmission and storage. With features like multi-factor authentication and regular security audits, only authorized users can access your data.

What software or tools do you use for accounting and financial reporting?
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We use Quickbooks and Keeper as the main accounting and reporting software tools for our accounting services.

How accessible will my accountant be for questions throughout the month?
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You will be assigned a dedicated account manager who can be reached via a direct phone line. Additionally, through our client portal, you can send chat messages for quick communication. We strive to be available at all times during business hours.

Have another question? Please reach out.

Allow us to introduce ourselves.

Close up image of Edgar Gomez, CPA

Edgar Gomez, CPA

Founder, Owner, and Lead Advisor

Close up image of Gloria de La Hoz

Gloria De La Hoz

Tax & Accounting Associate and Professional Accountant

Close up image of Alex Bahamonde

Alex Bahamonde

Client Service Manager and CPA Candidate

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We’re ready when you are.

To get the ball rolling on your customized accounting service, simply schedule a call. We’ll learn about your needs and share how we help. From there, we’ll send over a proposal for a package tailored precisely to your goals.

Because the bottom line is, you work too hard for any of your profits to slip through the cracks. Let’s tighten up your accounting and get smarter about your taxes so, finally, you can start reaching further faster.

Close up image of Edgar Gomez, CPA

Edgar Gomez, CPA

Edgar Gomez, CPA, MST, MBA brings over two decades of extensive expertise in tax, accounting, and advisory services. Beginning his journey as an auditor within a prestigious Big 4 CPA firm, he honed his skills and knowledge in financial scrutiny and compliance. Transitioning to roles within diverse accounting firms, Edgar consistently delivered top-tier tax and accounting solutions to clients across different industries.

His trajectory led him to the private sector, where he assumed the pivotal role of corporate controller for a publicly traded company. In this capacity, he navigated complex financial landscapes, ensuring regulatory compliance and fostering fiscal transparency. Inspired by his rich experiences, Edgar ventured to establish his own CPA firm, driven by a commitment to excellence and client-centric solutions.

  • Certified Public Accountant (CPA Florida)
  • MS, Taxation - Florida International University
  • MBA, Finance - Florida International University
  • BBA, Accounting - University of Puerto Rico
Close up image of Gloria de La Hoz

Gloria De La Hoz

Tax & Accounting Associate
Professional Accountant

Gloria De La Hoz brings over two decades of invaluable expertise in accounting and financial reporting. Her journey began at a prestigious Big 4 CPA firm, where she honed her skills and developed a keen understanding of industry best practices. With a strong foundation in auditing and financial analysis, Gloria seamlessly transitioned into the realm of private industry, where she contributed her talents to the financial success of several publicly traded companies.

Throughout her career, Gloria has demonstrated a commitment to excellence, integrity, and precision in her work. She possesses a deep understanding of regulatory compliance and a knack for navigating complex financial landscapes with ease. Her strategic insights and meticulous attention to detail have earned her the trust and respect of colleagues and clients alike.

Gloria's passion for finance extends beyond the boardroom, as she actively seeks opportunities to mentor and empower emerging professionals in the field. Her dedication to continuous learning and professional development underscores her commitment to staying ahead of industry trends and emerging technologies.

Close up image of Alex Bahamonde

Alex Bahamonde

Client Service Manager
CPA Candidate

Alex Bahamonde brings five years of dedicated experience in accounting and taxation to his role. With a solid foundation in financial analysis and tax compliance, Alex has consistently provided invaluable support and guidance to clients across various industries.

He began his career journey by obtaining his Bachelor's degree in Accounting from Florida International University and quickly transitioned into the workforce, where he gained hands-on experience in tax preparation, financial reporting, and auditing. This initial experience equipped Alex with the essential skills and knowledge needed to excel in the field of accounting.

Over the years, Alex has demonstrated his expertise in providing top-tier tax and accounting solutions, earning him a reputation for delivering reliable and efficient services to clients. In his current role, Alex manages a portfolio of clients, ensuring compliance with tax laws and regulations and providing strategic tax advice. He is known for his meticulous attention to detail and commitment to delivering exceptional service.