We support small–medium businesses and high‑net‑worth individuals across Miami‑Dade, Broward, and Palm Beach—plus clients nationwide. Common profiles include S‑Corps, LLCs/partnerships, real estate, hospitality, retail and e‑commerce, media companies, startups, consultants, and professional services.

We’re a boutique Weston firm—you get senior‑level attention, fast responses, and tailored advice (not cookie‑cutter). We blend hands‑on CPA expertise with practical tools and smart automations so you get clarity, speed, and compliance without the runaround.

Core services: Bookkeeping & cleanup, Business & Individual Tax (preparation + planning), Virtual/Fractional CFO, and Business Advisory.

We don’t provide investment/financial planning or audit/assurance services—however, we’re happy to refer trusted partners when needed.

We use transparent, flat‑fee packages for bookkeeping, tax, and Virtual CFO. Scope changes are quoted before we do the work—no surprises. You’ll always know what’s included and the exact monthly or project fee.

We do both. We file accurately and meet with clients throughout the year to plan. Expect entity‑structure reviews, S‑Corp reasonable‑comp guidance, quarterly estimate support, deductions/credits planning, and year‑end “no‑surprise” prep.

Absolutely. We specialize in catch‑up and cleanup—closing gaps, reconciling accounts, fixing categorizations, and documenting a clean process so your books stay tidy going forward.

We’ll review, respond, and represent you. We pull transcripts, clarify issues, and resolve notices efficiently—keeping you informed at every step. The goal is minimal disruption and a proper paper trail.

Cash‑flow modeling, budgets & forecasts, KPI dashboards, pricing/margin analysis, scenario planning, and monthly leadership meetings. You’ll get numbers you trust—and the story behind them—so you can make confident decisions.

Yes. We advise on nexus and registrations, help implement sales/use tax workflows, and coordinate multi‑state filings for owners and employees. We’ll keep it practical and compliant.

Security is non‑negotiable. We use encrypted portals, 2‑factor authentication, read‑only bank connections, and reputable vendors. We minimize data access to “only what’s needed” and keep a strict permissions model.

We aim to respond within 1 business day and resolve most requests within 2–3 business days. Time‑sensitive items (funding, filings, payroll) are triaged immediately.

Yes—we work deeply with real estate, hospitality, healthcare, professional services, retail/e‑commerce, and family‑owned businesses. We tailor the chart of accounts, workflows, and tax strategies to your reality—no one‑size‑fits‑all.

We’re in Weston, FL (1725 Main St, Suite 221, Weston, FL 33326) and meet clients in person or virtually. Many clients prefer virtual; we make it easy.

Yes—entity selection, registrations, payroll setup, S‑Corp elections, and the bookkeeping/tax workflow to match. We’ll design it for tax efficiency and clean records from day one.

Absolutely. We collaborate with your existing team to keep everyone aligned and moving quickly.

Sí, atendemos en español. Podemos llevar su contabilidad, impuestos y asesoría financiera de forma clara y práctica.