Business Details
8 Years
experience
Trusted Accounting Services in Boca Raton, FL
Vicki Garfinkel CPA has been dedicated to serving small businesses and high-net-worth individuals since her early career as an auditor with Ernst & Young. After gaining extensive experience at JM Family Enterprises, a top privately-held company, she established her practice to deliver comprehensive financial and accounting solutions. Our team combines the expertise of a large firm with the personalized attention clients expect, offering services ranging from accounting and payroll to financial reporting and QuickBooks support.Licensed as a Certified Public Accountant in Florida, Vicki holds a Bachelor of Science in Accounting and Decision Science in Computers from Rider University. We are committed to maintaining membership in professional organizations like the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants, ensuring our clients receive the highest standards of service.
Services
Accounting & Bookkeeping
Payroll Services
QuickBooks Training
Financial Reporting
Business Consulting
Details
- Year established: 2018
Highlights and features
- We offer 25+ years of combined experience in accounting and financial services.
- Our team provides personalized service tailored to individual client needs.
- Certified professionals with QuickBooks Pro Advisor and CPA credentials.
- Proven expertise in financial reporting, payroll management, and business analysis.
- Committed to transparency and long-term client relationships.
What people say
Extremely knowledgeable
Always available
Pleasure to work with
Huge help
Organized
Services
Accounting & Bookkeeping
We provide comprehensive accounting and bookkeeping services, including bank reconciliation, financial reporting, and personalized support for businesses of all sizes. Our team ensures accurate record-keeping and compliance with tax regulations. With QuickBooks Pro Advisor certification, we streamline financial processes to save you time and reduce errors.
Payroll Services
Our payroll services handle all aspects of employee compensation, from tax withholding to direct deposit processing. We ensure compliance with federal and state regulations while minimizing administrative burdens. Clients benefit from timely, accurate payroll processing and year-end reporting support tailored to their business needs.
QuickBooks Training
As a QuickBooks Pro Advisor Elite Level firm, we offer customized training to help businesses maximize their accounting software. Our sessions cover setup, financial reporting, and day-to-day operations. Clients gain confidence in managing their books independently while leveraging advanced features for better financial oversight.
Financial Reporting
We deliver detailed financial reporting services, including monthly and quarterly statements, cash flow analysis, and budgeting support. Our team helps businesses interpret financial data to make informed decisions. Reports are tailored to industry-specific needs and regulatory requirements for clarity and actionable insights.
Business Consulting
Our business consulting services focus on strategic financial planning, operational efficiency, and growth strategies. We work closely with clients to identify opportunities and address challenges. With expertise in financial modeling and analysis, we provide actionable recommendations to enhance profitability and long-term success.
People
Vicki Garfinkel
CPA
Vicki has over 20 years of experience in accounting, including roles at Ernst & Young and JM Family Enterprises. She specializes in financial services for businesses and high-net-worth individuals. Licensed in Florida, she holds degrees in Accounting and Decision Science from Rider University.
Tanvi Chadha
Senior Associate
Tanvi is a Certified Accountant and QuickBooks Pro Advisor with expertise in financial reporting and business analysis. She graduated from Sanatan Dharma College with a degree in Accounting and Taxation. Her focus areas include payroll management and general ledger operations.
Lisa Domlija
Senior Associate
Lisa brings 25 years of QuickBooks experience, specializing in bookkeeping and franchise operations. She holds a Bachelor of Arts in Marketing from Columbia College Chicago. Her skills include accounts receivable/payable, payroll, and financial reporting for small businesses.
Questions
What accounting services do you offer?
We provide full-service accounting, bookkeeping, payroll, QuickBooks support, financial reporting, and business consulting tailored to your needs.
Are you certified QuickBooks Pro Advisors?
Yes, we are QuickBooks Pro Advisors at the Elite Level, offering expert setup, training, and ongoing software support.
How do you support small businesses?
We handle financial operations, tax compliance, and reporting while providing strategic advice to help small businesses grow efficiently.
What areas do you serve?
We serve clients in Boca Raton, Miami, Stowe, VT, and offer remote support for businesses nationwide.
Can you assist with financial planning?
Yes, our team provides financial modeling, budgeting, and consulting services to help businesses plan for long-term success.
