Accounting and Tax Expertise at Your Fingertips

We are a full-service CPA firm licensed in FL. We offer a wide range of services for business owners, executives, independent professionals, and individuals. We pride ourselves on being open, affordable, experienced, and friendly. You've worked hard to get where you are. You deserve a firm that works hard for YOU.

Business Services

Business Services in Broward and Palm Beach County FL

The operational duties that require attention can often overwhelm growing businesses. The training and preparation necessary for even starting the management of accounting tasks can feel insurmountable, which is why Peterson Accounting CPA PA is here to help.

If you own a business, your drive to be self-sufficient is likely to be strong, and you may resist the idea of outsourcing your accounting duties. However, most of our clients realize that you can save time and money if you can focus more of your time on what really matters most to the success of your company.

Some of the services we offer to help simplify and support your company to run more efficiently:

Call Us: (954) 434-7511 Get Your Consultation


Small Business Accounting

As a small business owner, you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.

Some of our small business accounting services include:

Bank Reconciliation

Reconciling your business checking account each month allow us to keep your bank account, accounting, and taxes up-to-date.

Income Statements

An income statement, otherwise known as a profit and loss statement, basically adds an itemized list of all your revenues and subtracts an itemized list of all your expenses to come up with a profit or loss for the period.

Balance Sheets

A balance sheet gives you a snapshot of your business' financial condition at a specific moment in time.

Keeping A Clean Ledger

The general ledger is the core of the financial records of your business. These records are your system's central "books." Since each transaction flows through the general ledger, all your books could be thrown off if there is a problem. Every month, having us review your general ledger system allows us to locate any discrepancies such as double billings or unregistered payments. Then we will fix the discrepancies to keep your books accurate and in top shape.


New Business Formation

Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not. A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business. Success lies in the approach you choose to take. We help you avoid the common pitfalls that many new small business owners make when starting their new venture.


Payroll Services

We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.

Get the Payroll Solution That Best Fits Your Needs.

We know that when it comes to payroll service - no one size fits all. That's why we offer the following 3 custom payroll processing options.
  1. Comprehensive Payroll Services -takes care of all the payroll processing for you
  2. After-the-Fact-Payroll Service – manually take the payroll records and post this to our data files
  3. Online Payroll Processing – enter your employee’s hours & earnings securely online

We are also able to create custom reports. There always seems to be an endless amount of special reports that government agencies require. At {company name}, we can help prepare these reports for you.


Business Valuation

Objective valuation can make the difference between loss or gain, success or failure. You need professionals who are well qualified, with significant experience in evaluating all types of organizations.

Our approach is to intimately know your business to understand what constitutes its value. We work closely with you to analyze your operations and historical financial data. Our in-depth knowledge of your business enables us to provide a well-reasoned, fully documented and defensible valuation opinion.

We provide a full range of business valuation services for the following needs:

  • Bankruptcy
  • Business Disputes
  • Buyouts
  • Divorce
  • Estate Planning
  • Financing
  • Gifting
  • Mergers & Acquisitions
  • Other Business Valuation Scenarios

Bank Financing

Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! It pays to be prepared and organized in your approach for financing. Put your best foot forward by allowing us to prepare a winning loan proposal for you. Our proposals have a high likelihood of success because they're created from the lender's perspective.

You get the money you need because we know exactly what banks want to see. Even more importantly, we know how to prove to them that you'll be able to pay them back.

Our winning loan proposals come complete with...

  • Executive Summary: Where we concisely state the purpose of the loan, the exact amount of money required, an explanation of what the loan will be used for and why it's needed.
  • Pro-forma Cash Budgets and Financial Statements: We use your data and underlying assumptions to prepare information that your banker can easily read and buy into.
  • Owners Personal Financial Statements: We make copies of the last three years of personal tax returns for the bank as well as identify the collateral pledged as security for the loan.
  • Representation: We help substantiate your financial needs/position to your banker in person.

Cash Flow Management

A cash crisis can be emotionally devastating. It can even kill your business. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you. We can help you develop both short-term (weekly, monthly) cash flow projections to help you manage daily cash, and long-term (annual, 3-5 year) cash flow projections to help you develop the necessary capital strategy to meet your business needs.

Creating an accurate cash flow projection is just one of the many cash management services we provide. You also get...

  • Help obtaining an appropriate line of credit
  • Cash collection acceleration techniques
  • Proven effective collection policies
  • Proven effective payment policies
  • Help obtaining the maximum rate of return on your idle cash

CFO Services

Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success. The cost of hiring a full-time CFO can range from $60,000 to over $100,000 per year plus bonuses and benefits. Our Part-Time CFO services provide you with experienced support at a small fraction of that cost.

Here are some of the CFO services we provide:

  • Custom designed collection policies and procedures
  • Training and managing your accounting staff
  • Improved quality and timeliness of financial information
  • Budget preparation and monitoring
  • Profitability analysis by service or product line
  • Tax saving strategies
  • Trend analysis
  • Assistance in defining long-range plans and the quantification of goals
  • Cash management
  • Liaison with bankers, attorneys, vendors, insurance agents, etc

If you'd like to learn more about our Part-Time CFO Services, please contact us today to get a free consultation.


Strategic Business Planning

If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.

A Strategic Plan is often needed when...

  • Starting a new venture, product or service
  • Expanding a current organization, product or service
  • Buying a new business, product or service
  • Turning around a declining business

The Strategic Plan provides a blueprint, describing your company, its products, the competitive environment, management team, financial health, and business risks. Let us help you develop a powerful Strategic Business Plan that drives your business to the level of success you deserve.


Let Peterson Accounting CPA PA Help Move Your Business Forward!

Excellence is the name of the game!  Our primary goal as your CPA is to provide insightful advice to enable informed financial decisions.  We do not accept anything less from ourselves and this is what we deliver to you.

Call Us: (954) 434-7511 Get Your Consultation

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What Others Say

"You guys rock! The service was excellent. Thank you for making it painless, pleasant and most of all hassle free!"

"I have gotten at least 50 times the value from Peterson Accounting CPA PA. Thanks for the great service. It's exactly what I've been looking for."

"Thanks guys, keep up the good work! No matter where you go, Peterson Accounting CPA PA is the best, most professional CPA firm around! I'd be lost without them."