Business Details
33 Years
experience
Trusted Accounting & Bookkeeping Services in Boca Raton, FL
Founded in 1993, Ratafia & Company & Company has established itself as a trusted partner for small businesses seeking expert financial guidance. Our firm specializes in outsourced accounting, bookkeeping, and tax advisory services, combining decades of experience with cutting-edge technology to deliver precise, actionable financial insights. We prioritize personalized service, ensuring clients receive tailored solutions that align with their unique business goals.With a focus on accuracy, compliance, and strategic planning, we empower business owners to make informed decisions while saving time and reducing costs. Our commitment to transparency, reliability, and continuous support has earned us long-term relationships with clients across diverse industries.
Services
Accounting Services
Bookkeeping
Tax Advisory
Business Startup
QuickBooks Support
Wealth Management
Catchup Bookkeeping
Details
- Year established: 1993
Highlights and features
- We offer 24/7 cloud-based access to real-time financial data for informed decision-making.
- Our team provides personalized QuickBooks support and training to maximize efficiency.
- Decades of experience serving diverse industries including retail, technology, and SaaS.
- We guarantee accurate bookkeeping and tax planning to minimize liabilities and costs.
- Comprehensive catch-up bookkeeping services to resolve disorganized financial records.
Services
Cloud Bookkeeping
Our cloud bookkeeping services provide real-time financial data access, ensuring you always have up-to-date insights. We handle reconciliations, financial statements, and tax preparations while leveraging secure technology for seamless collaboration. Clients benefit from reduced overhead costs and enhanced decision-making capabilities through accurate, accessible records.
Business Startup
We guide entrepreneurs through entity selection, business plan development, and QuickBooks setup to establish a strong financial foundation. Our expertise in tax-efficient structures helps new businesses minimize liabilities while creating scalable systems for long-term growth and compliance.
Catchup Bookkeeping
Specializing in resolving disorganized records, we restore accuracy to your financial data through comprehensive catchup bookkeeping. Our process includes chart of accounts revision, transaction reclassification, and internal control evaluations to ensure reliable reporting and tax compliance.
Tax Advisory
Our proactive tax strategies identify deductions and optimize entity structures to reduce liabilities. We provide year-round advisory services, ensuring clients remain compliant while maximizing savings through strategic financial decisions aligned with business goals.
Wealth Management
We offer integrated wealth management solutions including estate planning, investment advisory, and cash flow analysis. Our services help business owners protect assets, plan for succession, and achieve personal financial objectives through customized, tax-efficient strategies.
People
Margo Ratafia
CPA
Margo Ratafia & Company & Company is a licensed CPA with over 30 years of experience in accounting and financial advisory. She founded Ratafia & Company & Company to provide personalized, technology-driven solutions for small businesses and high-net-worth individuals.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax planning, financial reporting, QuickBooks support, business startup guidance, and wealth management tailored to small business needs.
How does your virtual accounting service work?
Our cloud-based platform offers 24/7 access to financial data, with secure document sharing and remote collaboration tools for seamless bookkeeping and advisory services.
Can you help with business entity selection?
Yes, we analyze LLC, S Corp, and C Corp structures to recommend the most tax-efficient option for your business goals and growth plans.
Do you serve clients outside Boca Raton?
We virtually serve clients nationwide, including New York Metro, East Coast, West Coast, and Central regions with secure online solutions.
What experience do you have with QuickBooks?
We offer comprehensive QuickBooks setup, training, and troubleshooting services to ensure efficient financial management for businesses of all sizes.
How do you handle catchup bookkeeping?
We resolve disorganized records through transaction reclassification, chart of accounts optimization, and internal control improvements to restore financial accuracy and compliance.
