Business Details
Expert Accounting & Valuation Services in Palm Beach Gardens
D Brook & Associates CPA PA draws from over 50 years of combined experience delivering audit, valuation, and consulting services to public and private entities. Our philosophy centers on providing national-level technical expertise through hands-on relationships that prioritize understanding client needs, addressing challenges with urgency, and maintaining clear communication to maximize value. We specialize in operational processes, external financial reporting, tax compliance, and complex transaction advisory. Our team combines deep expertise in US GAAP, fair value measurements, and regulatory compliance to support businesses at every growth stage.With a focus on transparency and client-centric solutions, we help organizations establish robust financial foundations, prepare for capital raises, and navigate mergers, acquisitions, and estate planning. Our commitment to quality is reflected in our adherence to AICPA standards and our track record of handling highly complex financial instruments and reporting requirements.
Services
Business Advisory
Valuation Services
Financial Reporting
Assurance Services
Transactional Services
Highlights and features
- We offer 50+ years of combined experience in accounting and valuation services.
- Our team specializes in US GAAP compliance and complex financial reporting.
- We provide tailored solutions for business startups through exit strategies.
- Our firm adheres to AICPA standards for audit and assurance services.
- We deliver customized valuation methodologies for equity instruments and derivatives.
Services
Business Advisory
Our business advisory services help organizations navigate financial challenges and growth opportunities. We provide expertise in entity selection, compliance strategies, and capital preparation. With decades of experience, we assist companies from startup phases through exit planning, focusing on operational efficiency and regulatory compliance. Our tailored approach ensures businesses establish strong financial foundations for sustainable growth.
Valuation Services
We deliver precise business and asset valuations using industry-standard methodologies. Our services cover equity instruments, intangible assets, and complex financial transactions. Specializing in fair value measurements under US GAAP, we support tax reporting, estate planning, and merger activities. Our customized reports meet AICPA and NACVA standards while providing actionable insights for strategic decision-making.
Financial Reporting
Our financial reporting experts ensure compliance with US GAAP requirements. We prepare full-disclosure statements, handle equity-based compensation accounting, and support complex transaction reporting. With deep expertise in derivatives valuation and business combinations, we help clients maintain audit-ready records and address emerging accounting standards through proactive research and stakeholder collaboration.
Assurance Services
We provide three levels of financial statement assurance under AICPA standards. Our services range from compiled statements for regulatory compliance to audited financials required by investors. Through rigorous testing and analytical review, we ensure accuracy in financial reporting while offering tailored solutions for small business loan agreements and regulatory requirements.
Transactional Services
Our transactional expertise covers financing arrangements, mergers and acquisitions, and equity-based compensation. We specialize in convertible debt valuation, purchase price allocations, and post-transaction adjustments. Using advanced modeling techniques like Monte Carlo simulations, we help clients navigate complex transactions while ensuring compliance with accounting standards and regulatory requirements.
People
David D. Brooks
CPA, CVA
Over 25 years of experience in accounting, valuation, and M&A advisory. Expert in US GAAP compliance and tax matters for public and private companies.
Logan Hollowell
CPA, CVA
Specializes in financial instrument valuations and business combinations. Holds accounting degree from University of Central Florida and Florida CPA license.
Stephanie Brooks
CPA
Provides financial oversight and operational insights to small businesses. Focuses on practical accounting solutions for business owners.
Questions
What accounting standards do you specialize in?
We specialize in US GAAP compliance, including complex financial reporting requirements and fair value measurements for public and private companies.
Do you handle international accounting standards?
Our primary focus is US GAAP, though we provide advisory services for cross-border transactions requiring convergence considerations.
How do you support business startups?
We assist with entity selection, federal/state compliance, financial system setup, and capital preparation to establish strong business foundations.
What valuation methods do you use?
We employ income, market, and asset approaches using AICPA and NACVA standards, including Monte Carlo simulations for complex instruments.
Can you help with audit preparation?
Yes, we provide audit-ready financial statements, support external auditors, and perform agreed-upon procedures for regulatory compliance.
Do you work with small businesses?
Yes, we offer tailored financial oversight and operational guidance specifically designed for small business owners' needs.
