Business Details
Trusted Accounting & Bookkeeping Services in Clearwater, FL
Kern & Associates CPA PA is a Clearwater and St. Petersburg-based accounting and bookkeeping firm dedicated to helping businesses streamline their financial operations. Our mission is to free business owners from the burden of accounting tasks, allowing them to focus on growth and strategic priorities. With decades of combined experience, we specialize in outsourced bookkeeping, QuickBooks consulting, part-time CFO services, and tax planning tailored to small and mid-sized businesses. Our team prioritizes accuracy, transparency, and proactive financial guidance to ensure clients maintain compliance while optimizing profitability. We serve a diverse range of industries, including retail, professional services, manufacturing, and healthcare, offering customized solutions that adapt to evolving business needs.Our commitment to leveraging cloud-based technology ensures seamless access to financial data and real-time reporting. By combining technical expertise with personalized service, we act as a trusted partner in driving long-term business success. Our track record includes securing millions in financing for clients, resolving complex accounting challenges, and implementing systems that enhance operational efficiency. We pride ourselves on integrity, responsiveness, and a client-first approach that has earned us consistent positive testimonials and repeat engagements.
Services
Outsourced Bookkeeping
QuickBooks Consulting
CFO Services
Tax Preparation
Financial Reporting
Highlights and features
- We offer 25+ years of experience in outsourced accounting and bookkeeping.
- Our team provides certified QuickBooks expertise for error-free financial management.
- We deliver part-time CFO services to guide strategic financial decisions.
- Our tax planning ensures compliance and maximizes year-round savings.
- Weve secured $1.5M+ in financing for growing businesses through lender partnerships.
Associations and certifications
- QuickBooks Certified ProAdvisor
- Certified Public Accountant (CPA)
What people say
QuickBooks expertise
Proactive financial guidance
Exceptional client support
Secured financing
Error-free reporting
Services
Outsourced Bookkeeping
Our outsourced bookkeeping service ensures accurate financial records, bank reconciliations, payroll processing, and monthly financial statements. We handle transaction classification, accounts payable/receivable, and tax compliance to give you real-time insights into your business performance. Clients benefit from reduced overhead costs and access to cloud-based financial data.
QuickBooks Consulting
We specialize in QuickBooks setup, cleanup, and training for businesses of all sizes. Our services include customizing accounting procedures, resolving errors, and optimizing software features like job costing and inventory tracking. We ensure your financial data remains accurate and actionable for decision-making.
CFO Services
Our part-time CFO services provide strategic financial planning, budgeting, cash flow analysis, and lender intermediation. We help businesses forecast growth needs, structure financing, and implement systems for long-term stability and profitability.
Tax Preparation
We offer comprehensive tax planning and preparation for businesses and individuals, focusing on legal strategies to minimize liabilities. Our services include quarterly tax estimates, compliance reporting, and coordination with external CPAs.
Financial Reporting
We generate detailed financial statements, cash flow analyses, and profitability reports to support informed decision-making. Our reporting tools help clients monitor performance, identify risks, and track progress toward financial goals.
People
Jack D. Kern
Owner / CFO
Jack Kern is a QuickBooks Certified ProAdvisor with 25+ years of experience in corporate finance and accounting. He specializes in outsourced CFO services, business turnaround strategies, and financial systems implementation. Jack holds a BS in Finance from Ohio State University.
Marianne M. Kern
CPA / Tax Manager
Marianne Kern is a Certified Public Accountant with expertise in small business tax planning and compliance. She holds an MS in Taxation and provides strategic guidance on organizational structure, tax savings, and financial reporting.
Questions
What accounting services do you offer?
We provide outsourced bookkeeping, QuickBooks consulting, part-time CFO services, tax preparation, and financial reporting tailored to small and mid-sized businesses.
How can you help my business save time?
By managing your accounting tasks, we free you to focus on core operations while ensuring financial accuracy and compliance.
Are you certified in QuickBooks?
Yes, we are a QuickBooks Certified ProAdvisor with expertise in setup, cleanup, and ongoing support.
Do you offer tax planning services?
Yes, we provide year-round tax planning and preparation for businesses and individuals, focusing on compliance and savings.
Can you assist with business financing?
Yes, we help structure debt, develop business plans, and connect clients with lenders to secure growth financing.
