People behind the advice
A boutique team for high-stakes numbers.
The firm pairs Bette’s senior-level tax planning and advisory work with specialists in Fractional CFO support, accounting, tax preparation and client success. The relationship stays personal, and the numbers are used to plan your next move, not just report the last one.
- ✦ You’ll know what we need from you.
- ✦ You’ll know what’s happening next.
- ✦ You’ll have a real person to contact.
- ✦ We’ll tell you when something doesn’t make sense.
- ✦ If we’re not the right firm for something, we’ll tell you that too.
Serious range. Tax planning · Advisory · Fractional CFO · Accounting
Meet the team
Trusted financial advice is a team sport.
The team combines tax planning, business advisory, Fractional CFO, accounting, client success and operations expertise, so clients get responsive service and senior-level strategy from the same firm.
Bette Hochberger
Founder of the firm, CPA and CGMA. Bette leads the firm’s tax planning, business advisory and Fractional CFO work, drawing on a background in technology startups, nonprofits and public accounting.
View Bette's Full Bio ↗
Jordan Guthrie
Jordan helps clients feel understood. As Director of Client Success, Jordan coordinates clear communication across the team, so you always know what we need from you, what is happening next and who to contact.
View Jordan's Full Bio ↗
Nick Giannavola
Nick supports tax work with close attention to detail and a focus on helping clients navigate complex requirements.
View Nick's Full Bio ↗
Yaylin Martinez, MBA
Yaylin brings operational strategy and process discipline to a firm built to scale without losing the boutique experience.
View Yaylin's Full Bio ↗
Marilena Pappas
Marilena supports reconciliations, financial reporting and tax work, with experience across fintech, SaaS and real estate.
View Marilena's Full Bio ↗
Alex Hochberger
Alex brings startup, strategy, technology and marketing experience to firm operations and growth.
View Alex's Full Bio ↗Inside the firm
The team at work.
Planning sessions, client reviews and everyday collaboration. This is who you will be working with.
What the team does
Tax planning, advisory and Fractional CFO support from one coordinated team
Bette Hochberger, CPA, CGMA is a boutique South Florida CPA firm. Its team provides year-round tax planning, business advisory, Fractional CFO services, outsourced accounting, tax preparation and IRS representation for business owners, investors and professionals, with Bette leading the strategy and specialists supporting the day-to-day work.
Tax planning and strategy
Year-round planning around entity structure, owner compensation, timing, real estate and major transactions, so the return confirms a plan instead of delivering a surprise.
02Business advisory
Guidance on pricing, hiring, growth, financing and exit decisions, built on the numbers from your own books.
03Fractional CFO
Cash flow forecasts, budgets, KPIs and lender or investor reporting for growing companies that need CFO-level thinking without a full-time hire.
04Accounting and compliance
Monthly bookkeeping, financial statements, payroll coordination and tax filings that keep every plan grounded in accurate, current data.
Boutique does not mean one person working alone. Bette sets the strategy on tax planning, entity structure, cash flow and major decisions, while team members handle accounting, tax preparation, payroll coordination and client communication. Routine work moves quickly, and every plan is built on clean numbers.
For clients, the practical benefit is continuity. The people who keep your books and prepare your returns are the same people who help you plan, so advice reflects what is actually happening in your business instead of a once-a-year snapshot.
How the work flows
How the team turns accounting into planning and advice
Accurate books come first. Specialists handle reconciliations, monthly closes, payroll coordination and tax preparation with repeatable workflows, so the information is organized before senior review starts.
From there, Bette and the team use the same numbers to plan ahead: projecting the year’s tax, testing entity and compensation choices, forecasting cash and preparing for financing, hiring or a sale. Clients always know who owns the relationship and where a question is going.
Planning clients follow a roadmap like the one shown here, with estimated tax calculations, strategy meetings and check-ins built into every quarter instead of saved for April. For a closer look at how this differs from once-a-year filing, see tax planning vs. tax preparation.
Planning + advisory
Bette leads tax planning, business advisory and Fractional CFO work, using organized, current numbers prepared by the team.
Tax + accounting
Specialists prepare returns, maintain records and support recurring compliance so every plan starts with reliable information.
Client success + operations
Relationship coordination, systems and process discipline keep questions moving and the experience boutique as the firm grows.
Team FAQ
Questions about working with the team
Short answers to what clients ask before their first meeting.
The next move
Bring the complicated question.
We will help you identify the right person, service and next step without making you navigate a giant firm directory.
