Florida-Licensed CPA Firm · Pensacola, Florida· Serving the Gulf Coast & Wiregrass

CPA Services

CPA services built around the business, not just the return.

Individual and business tax preparation, tax planning, accounting setup and cleanup, startup support and defined projects, and CPA advisory for business owners across Pensacola and the Gulf Coast, with fractional CFO advisory available when the business needs more.

Tax Preparation | Monthly Accounting | Payroll Setup | Financial Statements | Projects | Fractional CFO

Schedule a Free Consultation

Free consultation with our firm. No obligation.

Prefer to write first? Send a confidential inquiry.

Six Ways We Work

Six clear pathways. One CPA relationship.

Each service is available on its own. You do not need a fractional CFO engagement to hire the firm for a return, a cleanup, or a project.

01

Compliance

Individual & Business Tax Preparation

  • Partnership, S corporation, and C corporation returns (Forms 1065, 1120-S, and 1120)
  • Business owner and self-employed individual returns
  • Individual returns
  • Trust and estate income tax returns (Form 1041)
  • Estimated payments and extensions with the return
  • IRS and state tax notice assistance, separately engaged at our standard hourly rate
View tax preparation and starting fees
02

Planning

Tax Planning & CPA Advisory

  • Year-end and quarterly planning
  • Estimated taxes and withholding
  • Entity and owner coordination
  • Tax-ready financials
  • Planning around business changes
03

Information

Monthly Accounting, Payroll Setup & Financial Statements

  • Monthly accounting and bookkeeping, CPA-led, starting at $300/month
  • Payroll setup and implementation starting at $500, payroll oversight hourly
  • Financial statement compilations and reviews for lenders, bonding companies, and other third parties, quoted based on scope
  • QuickBooks and accounting system setup, cleanup, and conversions, hourly
  • Financial reporting owners and lenders can use
Monthly accounting, payroll, and financial statements
04

Defined Projects

Startup Support & Business Advisory Projects

  • Starting a business
  • Fixing the accounting
  • Planning a decision
  • Managing a change

Quoted by project after an initial discussion. One-time work, no ongoing engagement required.

View startup support and projects
05

Premium Advisory

Fractional CFO Advisory

For businesses that need ongoing financial leadership: cash flow, forecasting, KPIs, profitability, budgeting, management reporting, growth, and acquisitions.

View fractional CFO advisory
06

Industries

Healthcare & Industry Specialties

Healthcare practices are our deepest specialty: provider profitability, compensation and partner economics, revenue cycle visibility, and practice transactions. We also serve construction, manufacturing, real estate, nonprofit, and service and retail businesses with support shaped to each industry.

Explore healthcare practice advisory All industries

How It Starts

A clear process without unnecessary layers.

Step 01

Consultation

A conversation about the business, the tax and accounting situation, and what is coming up.

Step 02

Review

We look at the returns, the books, and the reporting to see what actually needs attention.

Step 03

Defined Scope

You get a written scope and price for the work: tax, accounting, advisory, or a combination.

Common Questions

Fit and scope.

What size business do you work with?

Established, owner-operated businesses are the core of the practice. The firm also prepares individual returns, helps new businesses set up their accounting, and takes on defined projects. Fit for ongoing advisory work depends on complexity and the decisions ahead rather than a revenue threshold.

Do I need a fractional CFO engagement to work with the firm?

No. Tax preparation, tax planning, accounting work, and one-time projects are available on their own. Fractional CFO advisory is a separate ongoing engagement for businesses that need it.

Can you take over from our current accountant or bookkeeper?

Yes. Many engagements begin with accounting oversight and cleanup alongside an existing bookkeeper, or with a transition of the tax work.

Do you offer bookkeeping?

Yes. Monthly accounting and bookkeeping, led by our CPA firm, starts at $300/month and covers categorization, reconciliations, a basic month-end close, and financial statements. Cleanup and catch-up work is billed hourly. Details are on the Tax Preparation page.

Next Step

Start with a conversation.

A consultation to size up the tax, accounting, project, or advisory need.

Schedule a Free ConsultationSend a Confidential Inquiry

Individual tax prep online: 850 Tax. 850 CFO Online (coming soon).

Schedule a Free Consultation