Answers to Common Questions We Receive From Business Owners

Yes, the firm is based in Fort Lauderdale. That said, our work is handled virtually to ensure a consistent, high-level experience.

We do not outsource overseas or use third-party firms to complete client work. Everything is done internally.

We do, including personal returns, but we intentionally limit this work to clients who are engaged with us throughout the year. This protects the quality of service we provide.

We work with growth-minded business owners who have outgrown a reactive or compliance-only accountant and want proactive, CPA-led guidance.

Our firm specializes in construction and trades companies, medical and dental practices, and digital agencies that need real financials, predictable tax outcomes, and visibility into cash flow and profitability.

Pricing is structured around an ongoing weekly relationship fixed-fee basis. Because every business is different, pricing depends on complexity and the level of responsibility required.

If you’re looking for the lowest-cost option, we’re likely not the right fit. If you’re looking for clarity, accountability, and a long-term financial partner, our model is designed for that.

No, we don’t accept walk-ins or one-time requests. Our firm operates on a relationship-based model to ensure we can provide consistent high-quality service to our clients.