Financial & Business Consulting in Weston, FL.

Accountit, CPA gives business owners in Weston and across Broward County the financial advice a larger company would get from its finance team. We help you understand your numbers, plan ahead and make decisions about cash, growth, financing and structure with confidence.

Our consulting is for businesses, not personal investing. We don’t sell investments or manage portfolios. We work from your actual books, often alongside our bookkeeping, financial statements and business tax preparation services, so the advice is grounded in numbers we know are right.

Profitable businesses still run short of cash. We review how money moves through your business, build a cash flow forecast for the coming months and set up a budget you can actually track against. You’ll see shortfalls coming early enough to act, whether that means changing payment terms, timing a purchase or arranging a line of credit.

Revenue growth doesn’t help if margins shrink along the way. We break down profitability by service, product or customer, compare your costs with where they should be and point out where money is leaking, from overlapping subscriptions to underpriced work. Then we help you decide what to change and track whether it worked.

We help you build a business plan with realistic financial projections: expected revenue, costs, hiring and capital needs. We update the forecast as the year unfolds, so it stays useful for decisions instead of sitting in a drawer.

A good forecast also answers the questions owners ask most: can we afford to hire, should we open a second location, how much should we set aside for taxes, and what happens if sales slow down for a quarter.

Lenders and investors want clear, accurate financials. We prepare the financial statements, projections and supporting schedules they ask for, and help you present them, improving your chances of getting the financing you need on good terms.

Choosing the right structure (LLC, S corporation, C corporation or partnership) affects your liability protection and your taxes. We help you choose the right entity when you start, and review it as your business grows, coordinating with tax planning so the structure keeps working for you.

Whether you’re buying a business, selling one or merging with another, we help you analyze the numbers, carry out due diligence to find issues before they become problems, and plan the tax side of the deal. We work alongside your attorney and banker from first conversations through closing.

We work with small and mid-sized businesses in Weston, Davie, Plantation, Pembroke Pines and across South Florida, from new companies still setting up their books (see accounting for startups) to established businesses planning growth, a sale or a change in ownership. Many clients come to us for tax or bookkeeping and add consulting once they want more from their numbers.

No. Financial planners advise on personal investments, retirement portfolios and insurance. Our financial consulting is about running your business: cash flow, profitability, financing, structure and transactions. If you need investment advice, we’re happy to coordinate with your financial advisor or refer you to one we trust.

1. Review. We start with a conversation about your goals and a look at your recent financial statements and tax returns.

2. Plan. We identify what matters most, whether that’s cash flow, profitability, financing or a transaction, and agree on the work and a flat fee up front.

3. Ongoing support. Some clients need a one-time project. Others want regular check-ins; for them, our virtual CFO service provides ongoing CFO-level support. Start with a 30-minute consultation.

Related services: virtual CFO · tax planning · bookkeeping · accounting for startups