Industries

As a boutique firm, we customize our offerings to our clients needs. However, we also specialize in several industries.

Law Firms

Small law firms with 1-4 partners have unique needs stemming from the various structures of their firms. Some firms operate as a traditional business, others are partnerships of individual companies, and others have blended structures. These unique offerings, combined with a mixture of self employed, owners, and employees often require sensitivity to the unique challenges facing these companies.

Small Law Firms and their owners are one of our specialties.

Learn about our specialization for Law Firms.

Real Estate Investment and Construction

South Florida’s Real Estate Investment community is accustomed to our boom and bust cycle. From apartment rentals, to luxury condo redevelopments, we have the expertise needed to manage your accounting and tax needs. We work with investment vehicles, general contractors, and a variety of areas around the world of real estate investment. From the unique depreciation needs to the capital gains rules, we are here to help you and your real estate business maximize your business opportunities while minimizing your tax obligations.

Learn about our Real Estate Investment and Construction exertise.

Consultants

Consultants and other experts face huge challenges in their business, as the lines before their owner-operator and the business itself is often blurry. We can help you set up your business infrastructure, protect your corporate veil, and navigate the complexities of different company structures and their tax implications. While most consultants are highly intelligent and experts in their field, they sometimes run into challenges from the often counterintuitive world of tax law. We are here to help you manage your business, grown your client base, and maximize your earnings and family wealth building.

Learn about how we help Consultants.

VC and other Funded Startups

Bette’s first startup engagement was the year after she graduated MIT, serving as a part time bookkeeper at an MIT Startup. Her firm now works with a variety of funded startups on both coasts. Providing timely documentation to the investors is often critical to maintaining their trust and support, and our experience walking the operators through the world of finance and accounting can help you avoid pitfalls. We can help you get your reports ready on a timely basis, comply with the tax rules governing your stock option plan, and maximizing your chance of success in running your business.

Learn about the unique tax and accounting challenges of Funded Startups.