Controller & CFO Services for Boca West Business Owners
Executive accounting and controller services for business owners in Boca West. CFO-level financial leadership from a Boca Raton CPA firm.
Financial Leadership for Boca West Business Owners
Boca West is home to business owners who have built successful companies and expect a certain standard from the professionals they work with. We provide premium business accounting in Boca Raton that meets those expectations. Controller oversight, CFO advisory, tax planning, and the kind of financial leadership that helps established businesses run better.
Our founder spent 16 years as a CFO before starting this firm. That background shapes how we work. We’re not processing transactions and sending invoices. We’re providing the financial strategy and oversight that business owners need to make informed decisions about their companies.
Controller Services
Controller Services
Monthly financial oversight for businesses with internal bookkeeping staff. We review the work, correct errors, handle adjusting entries, and close the books properly. Your financials become reliable.
CFO Advisory
CFO Advisory
Fractional CFO support for businesses that need strategic financial guidance. Cash flow planning, forecasting, scenario analysis, and the kind of thinking that helps you make better decisions about growth and capital.
Tax Planning
Tax Planning
Proactive tax strategy throughout the year, not just at filing time. We work to minimize your tax burden legally and ensure you’re not surprised when returns are due.
Business Tax Returns
Business Tax Returns
Federal and state business tax preparation for our accounting clients. Clean books make clean returns. We handle the filing and coordinate with your personal tax advisor as needed.
Boca West Businesses We Serve
Many Boca West residents run businesses throughout Palm Beach County and South Florida. Some operate locally. Others have companies in multiple states. The common thread is that they’ve reached a level where basic bookkeeping isn’t enough and they need someone who can think strategically about their finances.
We work with established businesses generating enough revenue to justify real financial leadership. If you’re past the startup phase and your company needs controller-level oversight or CFO guidance, that’s where we focus.
Professional Services
Professional Services
Law firms, consultants, architects, and agencies run by Boca West residents. We handle partner compensation analysis, profitability tracking, and financials that support the firm’s growth plans.
Financial Services
Financial Services
Insurance agencies, wealth management firms, and private lenders. Complex revenue recognition, regulatory considerations, and reporting requirements that need experienced oversight.
Real Estate and Development
Real Estate and Development
Developers, investors, and property management companies. Entity structures, project accounting, and cash flow management across multiple properties or projects.
Healthcare Practices
Healthcare Practices
Medical specialists, dental practices, and healthcare business owners. Revenue cycle complexity, insurance receivables, and financial reporting that reflects actual practice performance.
Common Questions
Do you work with business owners who live in Boca West?
Yes. Many of our clients are business owners who live in Boca West and run companies throughout South Florida. We provide controller and CFO-level services regardless of where the business operates.
What level of service do you provide?
We focus on controller and CFO-level work. Financial oversight, strategic planning, tax strategy, and executive reporting. We're not a basic bookkeeping firm. Our clients typically have internal staff handling day-to-day transactions and need someone to provide higher-level guidance.
How much do your services cost?
Controller services start at $3,200 per month. CFO advisory is custom priced based on scope. We work with established businesses that need real financial leadership, and our pricing reflects that level of service.
Can you work with my existing bookkeeper?
That's our typical arrangement. We provide controller oversight for businesses that already have bookkeeping handled internally. We review their work, make corrections, handle month-end close, and ensure the financials are accurate.
Where is your office located?
We're based in Boca Raton on Palmetto Park Road, just a few minutes from Boca West. We meet clients at our office, their location, or handle everything remotely depending on preference.
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