Money Grows on the Tree of Persistence
Foresight Financial is a distinguished CPA firm based in Boca Raton, Florida. We believe in exceeding expectations by offering personalized and comprehensive financial solutions for entrepreneurs and businesses across industries. We go beyond just crunching numbers, aiming to understand your unique goals and aspirations to guide you towards financial success.
Our Vision
Our goal is to empower you with financial clarity to achieve your business and personal milestones. We strive to cultivate lasting relationships built on trust, transparency, and personalized attention.
Our Expertise
With vast experience and deep understanding across multiple industries, our team provides a comprehensive range of services covering:
Assurance Services
- Audits, Reviews, and Compilations
- Agreed-Upon Procedures
- GAAP Prepared Financials
Bookkeeping & Financial Services
- Import bank & credit card transactions
- Setup and management of accounting systems
- Monthly/Quarterly financial statements
- Accruals and journal entries
Business Solutions
- Debt financing & Insurance solutions
- Wealth Management & Investment Advisory
- Payroll Services
- Legal & technological support tailored to your needs
Specialized Expertise
- Cannabis Industry: Extensive experience with tax compliance and planning under 280E regulations.
- Mergers & Acquisitions: Comprehensive guidance through the entire process, from preparing your books to valuation and post-merger integration.
- Startup & VC Support: Expertise in financial modeling, fundraising, and investor relations.
Our Commitment
At Foresight Financial, we believe in:
- Client-focused approach: We actively listen to your needs and concerns to tailor our services to your unique situation.
- Transparency and accountability: We provide clear and concise information on your financial health and progress.
- Results-oriented mindset: We are committed to helping you achieve your financial goals and maximize your potential.
Company Reviews Summary
Low Ratings
- Christopher Pierce rated the company 1 star, stating that the company charges $2,000 for a simple tax return without upfront disclosure. He described the office as "sleezy".
High Ratings
- Ariela W. rated the company 5 stars, praising Jason, a CPA at the firm, as "very diligent and caring". She highly recommends the accounting firm.
- Lisa S. also rated the company 5 stars, sharing her positive experience with Foresight Financial. She praised Jason Brown, the founder, and his team for providing excellent financial guidance and support. She appreciated their professionalism, diligence, and friendliness.
Be the first to review Foresight Financial.
Write a Review
