Business Details
Trusted Tax & Accounting Services in Jacksonville, FL
At Graci Tax & Accounting, PA, we specialize in transforming complex financial challenges into strategic opportunities for growth. Our team delivers comprehensive accounting, tax, and business management services tailored to small businesses, entrepreneurs, and service-based enterprises. With decades of combined experience, we provide personalized guidance through budgeting, revenue analysis, payroll management, and tax planning, ensuring clients receive actionable insights in accessible language.Our approach combines technical expertise with a commitment to understanding each client's unique needs, offering the strategic value of a CFO at a fraction of the cost. We prioritize transparency, reliability, and long-term partnerships, empowering clients to focus on their core operations while we handle financial complexities.
Services
Tax Services
Bookkeeping
Payroll
Business Management
Strategic Advice
Highlights and features
- We provide strategic financial insights tailored to small businesses and entrepreneurs.
- Our team offers personalized bookkeeping and payroll solutions to streamline operations.
- We deliver tax planning expertise with a focus on minimizing liabilities.
- Our business management services include customized financial reporting and KPI analysis.
- We combine CPA-level expertise with accessible, jargon-free communication.
Services
Tax Services
Our tax services provide comprehensive solutions for individuals and businesses, including preparation, compliance, and strategic planning. We focus on minimizing liabilities while ensuring adherence to regulations. Clients receive proactive guidance to optimize tax outcomes year-round.
Bookkeeping
We offer accurate bookkeeping to maintain organized financial records, including accounts payable/receivable, bank reconciliations, and financial statement preparation. Our systems ensure real-time visibility into business performance for informed decision-making.
Payroll
Our payroll services handle employee compensation, tax withholdings, and regulatory compliance. We streamline payroll processing to reduce administrative burdens while ensuring accuracy and timely payments for businesses of all sizes.
Business Management
We deliver business management services with customized financial reporting, budgeting, and performance analysis. Our approach includes tracking key metrics like cash flow, expenses, and industry-specific KPIs to drive growth and operational efficiency.
Strategic Advice
Our strategic advice focuses on translating financial data into actionable insights. Through regular consultations, we help clients understand financial health, identify growth opportunities, and implement data-driven decisions aligned with long-term business goals.
People
Katherine Graci
Owner
Katherine Graci, CPA, leads Graci Tax & Accounting, PA with over 20 years of experience in public accounting. She specializes in providing strategic financial guidance to small businesses, combining technical expertise with a client-focused approach to deliver actionable solutions.
Joanna Fisher
Accountant
Joanna Fisher brings extensive accounting experience to Graci Tax & Accounting, PA, specializing in bookkeeping and payroll management. She ensures clients receive accurate, timely financial reporting while maintaining a strong focus on client communication and service excellence.
Linda Wilbanks
Accountant
Linda Wilbanks contributes her expertise in tax preparation and compliance to Graci Tax & Accounting, PA. With a background in small business accounting, she helps clients navigate complex tax regulations while prioritizing personalized service and financial clarity.
Kimberly Schrenker
Office Manager
Kimberly Schrenker oversees daily operations at Graci Tax & Accounting, PA, ensuring seamless client interactions and efficient office management. Her organizational skills and commitment to client satisfaction support the firm's mission of delivering exceptional accounting services.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax planning, payroll management, and business advisory services tailored to small businesses, with customized financial reporting and strategic guidance.
How does the Big Beautiful Bill affect my business?
We're analyzing the new law's impact on tax regulations and compliance requirements. Updated guidance for affected clients will be available soon as the implications become clear.
Do you offer cybersecurity consulting for financial data?
While not a primary service, we provide educational resources on cybersecurity best practices to protect financial information, including our 'Cybersecurity on a Shoestring Budget' eBook.
What areas do you serve?
We primarily serve businesses in Jacksonville, FL, with virtual services available for clients needing remote accounting and financial management support.
How can I access your business management services?
Contact us through our Jacksonville office to schedule a consultation. We'll create a customized plan combining financial reporting, KPI analysis, and strategic advisory tailored to your business needs.
