Professional Accounting Services

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From family offices to contractors, medical practices to restaurants, we provide tax planning, accounting, and fractional CFO services to a wide range of professionals and business owners across South Florida. If you earn it, we'll help you keep more of it. 

When wealth grows, so does its complexity — multiple entities, investments, properties, trusts, and tax exposure that a standard accountant isn't built to handle. We provide discreet, sophisticated financial management for high-net-worth families and family offices: consolidated reporting across entities, cash flow and investment-income oversight, advanced tax planning, and seamless coordination with your attorneys and advisors. It's a natural extension of our estate, trust, and fiduciary expertise.

Commission income, multiple deals, and complex entity structures call for specialized accounting. We work with:

Real estate agents & brokers 

Real estate investors & landlords 

Mortgage brokers 

Title & escrow companies 

Financial advisors, RIAs & wealth managers

We handle commission tracking, entity and S-Corp strategy, deal-by-deal profitability, and the trust/escrow compliance that lending and title work demands.

 Job costing, fluctuating cash flow, and equipment make trade businesses uniquely tricky to manage. We work with:

General contractors & builders 

Electricians, plumbers, HVAC & roofers 

Landscapers, lawn & pool services.

We bring job costing, cash flow forecasting, equipment and tax strategy, and clean financials you can take to a bonding company or lender.

Private practices have their own financial rhythm — insurance, payroll, and tight margins. We work with:

Chiropractors 

Physical & occupational therapists 

Optometrists & ophthalmologists 

Mental health therapists, psychologists & counselors 

Med spas, aesthetics & dermatology 

Home health agencies 

Pharmacies 

Dietitians & nutritionists

We deliver practice profitability analysis, payroll and reimbursement tracking, tax planning, and CFO guidance for growth.

High volume, inventory, and sales tax make these businesses live or die by their margins. We work with:

Restaurants, cafés & catering 

Event planners & caterers 

Salons, spas & barbershops 

Fitness studios, gyms & personal trainers 

Retail shops & boutiques Franchise owners

We handle sales tax compliance, inventory and margin analysis, multi-location reporting, and the cash flow planning these businesses need to stay profitable.

Niche businesses and self-employed professionals often pay more tax than they should. We work with:

Trucking & logistics companies 

Auto repair shops 

Freelancers & independent contractors

We bring per-mile and per-job costing, S-Corp and entity strategy, quarterly tax planning, and the financial clarity independents rarely get.

Whatever your field, the goal is the same: clean books, a smart tax plan, and someone in your corner who actually understands how your business makes money. With 20+ years of accounting, tax, and fiduciary experience, we go beyond bookkeeping to deliver real advisory and CFO-level guidance. Based in Palm Beach County, we serve clients throughout South Florida and statewide — in person or virtually.