Who We Are We are a team of CPAs and QuickBooks ProAdvisors with more than 80 years of combined experience in cloud-based accounting, tax, and financial advisory services, serving small businesses, nonprofits, and family offices. What We Do Our concierge accounting services are designed to fit your business’s unique needs and keep your finances organized and accessible. We leverage modern, cloud-based accounting tools to simplify and create order for your business. With an optimized accounting system in place, you’ll be able to reclaim time and concentrate on the goals you set out to accomplish with your business in the first place. Who We Serve Our clients are successful, small to mid-size businesses in South Florida including family offices, professional services, and not-for-profits. We work with seasoned local businesses as well as start-ups, and can help you navigate all things accounting, from the incorporation of a new business entity to monthly accounting, payroll, cashflow forecasting, and annual tax returns.