Business Details
48 Years
experience
Accounting & Tax Services in Ocala, FL
Founded in 1978, our firm has established itself as a leading accounting practice in the Ocala/Marion County area. We prioritize personalized service, maintaining year-round client relationships to address daily accounting needs and strategic decision-making. Our team tailors solutions to diverse client requirements, offering expertise in tax planning, financial reporting, and business consulting.We emphasize accurate record-keeping as a tool for business growth, providing QuickBooks training and customized software integration. Our professionals bring decades of experience across industries, combining technical proficiency with community engagement to deliver reliable, client-focused outcomes.
Services
Tax Preparation
Accounting Services
Business Consulting
QuickBooks Training
Financial Planning
Details
- Year established: 1978
Highlights and features
- We offer 45+ years of local accounting expertise since 1978.
- Our team provides personalized QuickBooks training and software integration.
- We serve diverse industries including construction, agriculture, and nonprofits.
- Our CPAs prioritize year-round client collaboration for proactive financial management.
- We combine technical excellence with community-focused service values.
Services
Tax Preparation
Comprehensive tax services for individuals and businesses, including federal/state returns and specialized filings. Our CPAs ensure compliance while optimizing deductions for LLCs, S Corps, and C Corps. We handle complex returns like trust and gift tax reporting.
Accounting Services
Monthly/quarterly accounting solutions with balance adjustments and financial statement preparation. We implement systems for accurate record-keeping, enabling real-time reporting and informed business decisions through tailored financial analysis.
Business Consulting
Strategic guidance for business growth, including financial planning and operational efficiency analysis. Our consultants help clients leverage accounting data for profitability improvements and long-term projections using industry-specific insights.
QuickBooks Training
Certified ProAdvisor-led training for QuickBooks implementation and optimization. We offer customized software solutions, on-site instruction, and specialized courses on inventory management, job costing, and payroll processing with a 60-day satisfaction guarantee.
Financial Planning
Integrated financial strategy development covering asset protection, tax minimization, and business succession planning. Our team provides cash flow analysis and forecasting tools to help clients achieve both short-term objectives and long-term financial security.
People
Daryl L. Collier
CPA, MBA
Founder with 45+ years of experience in construction, agriculture, and nonprofit sectors. Developed financial statement courses and serves on local cultural boards while specializing in business efficiency analysis.
Kathi L. Jernigan
CPA
Former KPMG auditor and trucking industry CFO with expertise in equine and construction accounting. Specializes in client-focused QuickBooks implementation and financial system optimization.
Jacquelyn L. Eastman
CPA
Advanced QuickBooks ProAdvisor teaching state-wide seminars. Focuses on Florida sales tax compliance and serves as college adjunct professor while leading local theater and scouting organizations.
Jayme C. Zublick
CPA
Construction industry specialist and Intuit speakers bureau member. Manages Marion County Builders Association finances and provides software solutions for manufacturing and contracting businesses.
Karen L. Wolgast
CPA
Former Arthur Andersen accountant specializing in tax resolution and nonprofit consulting. Serves as school marching band treasurer and handles IRS notice negotiations for clients.
Questions
What accounting services do you offer?
We provide full-service accounting including monthly/quarterly processing, financial statement preparation, and QuickBooks integration tailored to business needs.
Do you offer free consultations?
Yes, we provide one-hour complimentary consultations to discuss your financial goals and develop customized service plans.
What industries do you specialize in?
Our team has expertise in construction, agriculture, equine, manufacturing, nonprofits, and professional services sectors.
Are you QuickBooks certified?
We have multiple Advanced Certified QuickBooks ProAdvisors offering software implementation, training, and troubleshooting services.
How can I schedule a class?
Call (352) 732-5601 to register for our QuickBooks fundamentals or advanced courses with limited class sizes.
What tax services do you provide?
We handle federal/state returns for individuals and businesses, payroll tax reporting, and specialized filings like trust and gift taxes.
