FORT LAUDERDALE CPA ACCOUNTANT FOR SMALL BUSINESS

Upgrade To a Full Service Outsourced Accounting Team

Lower your taxes, save time and money on staffing, and gain investor-grade financials.

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Outsourced Accounting

What's Included in Our Outsourced Accounting Service

Here's what to expect when you work with Westfront Tax & Accounting.

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Book Cleanup

We clean up and bring your books up to date, establishing a strong foundation for the future.
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Payroll Setup & Run

We set up payroll and run it on your behalf to keep your business compliant.
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Weekly Bookkeeping

Your financials are updated weekly, giving you the accuracy and consistency you need to scale.
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CFO & Financial Dashboard

We provide monthly financials and strategic KPI analysis to help you track progress and build momentum.
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Tax Planning Analysis

Each fourth quarter, you’ll receive a proactive tax plan for the year ahead, ensuring you don’t pay the IRS more than necessary.
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Year-Round Tax Advisory

Ongoing communication with a dedicated CPA, quarterly reviews, and strategic adjustments to work towards your long-term goals.
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Pay Taxes & Avoid Surprises

We ensure you have visibility into your tax obligations and the ability to pay them throughout the year.
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Quarterly Sessions

We meet quarterly to ensure you’re in the right position to meet your goals and adjust strategically as needed.
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Year End Close

We make year-end tax preparation and filing seamless, since everything is organized and maintained weekly.

Westfront Tax & Accounting Fort Lauderdale, Florida

Westfront Packages

Our clients range from small to mid-size businesses and are located all over the country. Services are offered virtually and we travel to plan and review operations with clients at their offices or facilities as needed.

Essentials

For business owners who need clean, accurate financials and tax visibility.

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Weekly Bookkeeping & Reconciliations

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Monthly P&L, Balance Sheet, and Statement of Cash Flows

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Monthly Tax Bill Visibility

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Quarterly Tax Estimate Reminders

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Momentum

For businesses ready to see beyond and lead with data.

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KPI Financial Dashboard (Profitability, Efficiency, etc.)

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Strategic Planning Sessions

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CPA Open Communication

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Tax Planning & Advisory

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*Includes Essentials Package

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ProfitBuilder

Controllership level planning and execution for established businesses.

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Budget vs Actual Financial Cadence

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Monthly Cash Flow Forecasting

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Custom Management Deck

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*Includes Momentum Package

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Professional headshot of Jose Cardenas, CPA, EA in Fort Lauderdale, smiling and ready to help small businesses with bookkeeping and tax planning

Second Opinion Analysis

Talk to a CPA & Get a Financial Assessment

We'll review your books, entity structure, financial goals, & circumstances to spot key risks and opportunities to give you a clear path forward.

No commitment, no pressure. Just insights.

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No sales pitch

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Practical takeaways you can act on today

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