How we help.

Thriving businesses require a flurry of financial services. Most owners try to keep things simple but, at the end of the year, find themselves juggling several advisors and overwhelmed with a stack of annual reports. There’s an easier way! Here, we believe a comprehensive approach to your finances is vital for optimal business performance, and we won’t just pop in at tax time with breaking news about your books! We’ll communicate opportunities and threats, year-round, so that when it’s time to close out your books for the year, you already have a clear picture of your financial health.

Our accounting packages start at $800/mo and include fully integrated accounting, tax preparation, and advisory services. They can be customized to meet your unique business needs so you’re never paying for services you don’t want.

Core Package

Starting at $800/month

Comprehensive bookkeeping, financial reporting, tax, and advisory services to keep your finances in order.

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  • Monthly Accounting & Financial Reports
  • Advisory Services (1hr monthly)
  • Tax Preparation – Business & Personal
  • Tax Planning – Quarterly Tax Estimates & Strategies
  • Tax Protection Plus Membership

Addon Services

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Additional services to enhance your accounting package and meet your specific needs.

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  • Quickbooks Online Setup
  • Accounting Cleanup or Catchup
  • Independent Contractor (1099 filings)
  • Beneficiary Ownership Information
    (BOI filings)
  • Tangible Personal Property Tax Reporting
  • Job Costing and Work-in-Progress (WIP)
  • CPA Financial Statements
    (Compilation or Review)

Let’s discuss the best perk first:

CPA Advisory Services.

As part of our commitment to extraordinary service for our clients, we have replaced the anxiety of a once-yearly deep-dive into your financials with open communication throughout the year. Please click “Keep Reading” below to review how we assist clients with our year-round advisory services.

Keep reading
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Here's how we assist clients year-round:

Tax Planning and Compliance: We assist customers in minimizing tax liabilities, navigating complex tax regulations, optimizing tax structures, and ensuring compliance with tax laws.

Financial Statement Analysis: We assist clients in interpreting financial statements and identifying trends that impact their business performance. This enables clients to make informed decisions regarding investments, expansion opportunities, or operational improvements.

Risk Management: We assess financial risks faced by our clients' clients and develop strategies to mitigate these risks. This could involve implementing internal controls, evaluating insurance options, or devising contingency plans to safeguard against unforeseen events.

Strategic Business Planning: We collaborate with clients to develop comprehensive business plans that align with their goals and objectives. This involves assessing market dynamics, forecasting financial performance, and identifying growth opportunities to enhance the long-term sustainability of the business.

Technology Integration and Automation: We advise clients on leveraging technology to streamline financial processes, enhance efficiency, and improve decision-making. This may involve implementing accounting software, integrating financial systems, or automating routine tasks to reduce manual effort and increase accuracy.

Employee Benefit Planning: We assist clients in designing and managing employee benefit programs such as retirement plans, health insurance, and incentive schemes. By evaluating various options and considering tax implications, we help clients attract and retain top talent while optimizing costs and complying with regulatory requirements.

Succession Planning and Exit Strategies: We help business owners plan for the future by devising succession plans and exit strategies. Whether transferring ownership to family members, selling the business, or pursuing other exit options, we provide guidance on maximizing value, minimizing tax implications, and ensuring a smooth transition.

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Meet our team
Close up image of Edgar Gomez, CPA

Beyond advisory support, you can also count on these monthly services.

Imagine a world where…

Accountant showing a tablet with charts to client

Your books are always up-to-date.

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transaction categorization

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accounts reconciliation (unlimited transactions & accounts)

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chart of accounts maintenance

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job costing or class tracking (optional)

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troubleshooting & support

Issues are caught before there's trouble.

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expense inconsistencies

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transactions without vendors

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unrecorded fixed assets

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accounts with negative balances

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duplicate customers/vendors

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aged accounts receivables and payables

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inventory valuation analysis

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other relevant tasks specific to your business

You always know where you stand.

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executive summary with key metrics

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balance sheet statement

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profit and loss statement

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top 10 vendors summary (if applicable)

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top 10 customers summary (if applicable)

There's no last-minute tax scramble.

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business tax returns, including S-Corp, C-Corp, and Partnerships

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personal tax returns

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sales tax and use tax obligations in Florida, including a review of sales, electronic submission, and payment remittance

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1099 forms for independent contractors

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tangible personal property tax return in Florida

Your tax bill is just a part of the budget.

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year-round strategic advice

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quarterly safe harbor tax estimates

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legal entity review and optimization

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analysis of officer's reasonable compensation

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personalized tax-savings plan (optional)

You have peace of mind, no matter what.

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exclusive benefits from ProtectionPlus

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1 Million Tax Audit Defense™

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identify theft restoration

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$2500 tax preparation guarantee

Financial advice is a phone call away

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buying vs leasing analysis

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obtaining financing

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hiring employees

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handling third-party requests for financial information

We’d love to introduce you to a world of worry-free accounting.

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You should know… there are a few things we don’t do, as well.

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In-House Payroll Processing Services

We don’t provide payroll processing services, but we will answer questions and walk alongside you to set up and integrate with your preferred payroll provider. We partner with ADP Accountant, and our clients enjoy a discount on their platform.

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Bill Pay and Invoicing

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 within your company, if you’re not already. We do provide ongoing technical support in Quickbooks for these tasks.

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Audited Financial Statements

We don’t provide “audited” financial statements; instead, our monthly financial reports are considered “prepared” financial statements. However, our monthly clients have the option to receive compilations and reviewed financials for an additional fee.

Colleagues in a meeting checking charts on a tablet

Ready for a better
approach to accounting?

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.

Schedule a call