From family offices to contractors, medical practices to restaurants, we offer professional accounting services, tax planning in South Florida, and fractional CFO services to a diverse array of professionals and business owners. If you earn it, we'll help you keep more of it.
As wealth accumulates, its intricacies also increase — encompassing various entities, investments, properties, trusts, and tax exposure that typical professional accounting services may not adequately address. Our firm offers comprehensive CFO services for high-net-worth families and family offices, delivering consolidated reporting across entities, oversight of cash flow and investment income, advanced tax planning in South Florida, and seamless collaboration with your attorneys and advisors. This approach is a natural extension of our expertise in estate, trust, and fiduciary management.
Commission income, multiple deals, and complex entity structures require specialized accounting and professional accounting services. Our CFO services cater to:
Real estate agents & brokers
Real estate investors & landlords
Mortgage brokers
Title & escrow companies
Financial advisors, RIAs & wealth managers
We expertly manage commission tracking, entity and S-Corp strategy, and deal-by-deal profitability, while ensuring compliance with trust and escrow requirements essential for lending and title work. Additionally, we offer tailored tax planning in South Florida to meet your unique financial needs.
Job costing, fluctuating cash flow, and equipment make trade businesses uniquely tricky to manage. We specialize in providing CFO services and professional accounting services for:
General contractors & builders
Electricians, plumbers, HVAC & roofers
Landscapers, lawn & pool services.
Our expertise includes job costing, cash flow forecasting, and tax planning in South Florida, along with equipment management and clean financials that you can confidently present to a bonding company or lender.
Private practices have their own financial rhythm — insurance, payroll, and tight margins. We offer professional accounting services tailored to various healthcare providers, including:
Chiropractors
Physical & occupational therapists
Optometrists & ophthalmologists
Mental health therapists, psychologists & counselors
Med spas, aesthetics & dermatology
Home health agencies
Pharmacies
Dietitians & nutritionists
Our CFO services include practice profitability analysis, payroll and reimbursement tracking, tax planning South Florida, and CFO guidance for growth.
High volume, inventory, and sales tax make these businesses live or die by their margins. At our firm, we provide professional accounting services tailored for:
- Restaurants, cafés & catering
- Event planners & caterers
- Salons, spas & barbershops
- Fitness studios, gyms & personal trainers
- Retail shops & boutiques
- Franchise owners
We specialize in CFO services that encompass sales tax compliance, inventory and margin analysis, multi-location reporting, and cash flow planning, which are essential for these businesses to remain profitable. Additionally, we offer expert tax planning in South Florida to ensure your financial success.
Niche businesses and self-employed professionals in South Florida often pay more tax than necessary. We offer professional accounting services tailored to:
- Trucking & logistics companies
- Auto repair shops
- Freelancers & independent contractors
Our CFO services include per-mile and per-job costing, S-Corp and entity strategy, and quarterly tax planning, providing the financial clarity that independents rarely experience.
No matter your industry, the goal remains the same: maintaining clean books, implementing a smart tax plan, and having a trusted partner who truly understands how your business generates revenue. With over 20 years of experience in professional accounting services, tax planning in South Florida, and fiduciary duties, we provide more than just bookkeeping; we offer real advisory and CFO services tailored to your needs. Based in Palm Beach County, we proudly serve clients throughout South Florida and across the state, both in person and virtually.
Don't see your exact industry? Reach out anyway — we likely offer CFO services or professional accounting services tailored for businesses like yours. Let's find out how our tax planning in South Florida can help you keep more of what you earn.