My CPA, PA (formerly Acosta Tax & Advisory, PA) is a leading tax and accounting firm with offices in Pembroke Pines and Miami, Florida. We provide complete back-office functions tailored to meet the needs of small to medium-sized businesses. Our journey began in 2006 as a boutique firm specializing in Tax Preparation and Planning in Hollywood, Florida. Over the years, our firm recognized a common issue that affects many business owners. Business owners wondered how to manage their accounting, tax compliance, and financial strategies while managing their daily business operations.
We Saw Businesses Struggling With Accounting
We observed that many businesses postponed accounting activities. They completed them solely to comply with tax return filing requirements. Businesses were placed under significant risk due to limited knowledge, inexperienced staff, or lack of time to oversee the performance of these activities. As a result, they did not attain timely financial reports throughout the year that contained information pivotal to their business operations. This lack of financial reporting directly impacted their strategies and growth.
Many businesses were frequently assessed late fees due to late bill payments. These added up to painful amounts that would have been best invested in their operations.
More often than not, businesses reached out to us for virtual services to help them minimize or eliminate penalties related to the following: filing of returns, penalties for overdue payment of taxes, or audits related to income taxes, payroll, or sales tax matters.
Only a small number of businesses proactively created a tax and financial plan to reduce their tax liability and increase their bottom line. Many businesses missed strategies such as contributing to tax-deferred retirement plans (e.g., 401k, IRA, or other defined benefit plans), revisiting their business structure (e.g., S-Corp, LLC), or investing in tax-deductible business assets.
We Became an Integral Part of Our Clients’ Businesses
Consequently, our firm strategically evolved to become an integral part of our clients’ businesses by providing a comprehensive and adaptable virtual service package that proactively addresses the aforementioned challenges. At a fixed monthly fee, we provide a holistic service approach that leverages the collaborative input and expertise of resources in the functions of bookkeeping, accounts payable, payroll, tax return preparation and filing, business financial and performance reporting, as well as tax and financial planning. We are a tech-savvy, paperless remote CPA firm that ensures business owners have access to their tax and financial information at their fingertips by utilizing the latest software applications and an online portal.
We pride ourselves on taking the time to check on our clients and identifying their ever-changing needs regularly. Our remote tax and accounting firm in Florida offers business owners peace of mind. It frees up their time and resources from non-revenue generating activities so they can focus on executing strategies that improve operations, grow their business, and increase their bottom line. Contact us today to learn more.