Business Details
Expert CPA Services for Individuals and Businesses in Clearwater
Kristina Helferty CPA is a certified public accounting firm with over 25 years of experience serving clients in Clearwater, Florida. Our team specializes in CFO services, estate planning, financial statement preparation, and business consultation, leveraging expertise across industries including construction, healthcare, and nonprofit organizations. We combine personalized service with technical proficiency, offering tailored solutions for tax planning, accounting systems, and strategic financial management. Our commitment to excellence is reflected in our memberships with the Florida Institute of Certified Public Accountants (FICPA) and the American Institute of Certified Public Accountants (AICPA).Clients benefit from our hands-on approach, industry-specific insights, and dedication to empowering informed financial decisions. With a focus on transparency and long-term partnerships, we prioritize client education and accessibility, ensuring clarity in complex accounting matters. Our services extend to QuickBooks support, outsourced CFO solutions, and estate planning, backed by a track record of client satisfaction and professional recognition. Kristina Helferty CPA is dedicated to delivering reliable, ethical, and forward-thinking financial guidance to individuals and businesses alike.
Services
CFO Services
Estate Planning
Financial Statements
Tax Preparation
Business Consultation
Highlights and features
- We offer 25+ years of experience in accounting and financial consulting.
- Our team provides customized solutions for diverse industries.
- We prioritize client education and transparent financial guidance.
- Our services include outsourced CFO expertise at cost-effective rates.
- We maintain memberships with FICPA and AICPA for professional excellence.
What people say
Exceptional advice
Timely work
Fair prices
Phenomenal job
Highly recommend
Services
CFO Services
Our outsourced CFO services provide strategic financial oversight for growing businesses. We handle budgeting, cash flow analysis, and financial reporting to support data-driven decisions. Clients gain access to expert guidance without the cost of a full-time executive.
Estate Planning
We create comprehensive estate plans to protect assets and ensure smooth wealth transfer. Services include trust planning, probate guidance, and tax-efficient strategies tailored to individual and family needs.
Tax Preparation
Our tax services cover federal, state, and local filings for individuals and businesses. We focus on minimizing liabilities through strategic planning while ensuring compliance with evolving regulations and deadlines.
Business Consultation
We offer tailored business consulting for entity selection, financial systems, and growth strategies. Our expertise helps clients optimize operations, improve profitability, and navigate complex financial challenges.
Financial Statements
We prepare accurate financial statements including balance sheets and income statements. Our services ensure clarity for stakeholders, compliance with standards, and support for loan applications or investor presentations.
People
Kristina Helferty
Certified Public Accountant
With 25+ years of experience, Kristina Helferty specializes in accounting, estate planning, and business consulting. She holds degrees in Accounting and Information Management Systems and serves as a Florida Notary.
Bonnie Sposato
Operations Oracle
Bonnie manages operational workflows and client coordination, ensuring efficient service delivery. She brings extensive experience in accounting operations and team management.
Kimberly LaTone
Master of Coin
Kimberly specializes in financial reporting and tax preparation, providing precise accounting solutions for businesses and individuals.
Colleen Forrise
Welcome Wizard
Colleen handles client onboarding and administrative support, ensuring a seamless experience for new and existing clients.
Jill Nettles
East Coast CPA
Jill provides specialized accounting and tax services, leveraging her expertise to support clients across various industries.
Questions
When should I start tax planning?
Tax planning should be done throughout the year, with a minimum consultation 30-60 days before year-end.
Can you set up my LLC?
Yes, we assist with filing all necessary paperwork for LLC formation.
How do I know if my company has strong internal controls?
We assess current controls and guide you through necessary improvements.
Do I need an audit, review, or compilation?
We help determine the appropriate financial statement service based on your needs.
Will I lose control by outsourcing bookkeeping?
No, you retain full control over all business decisions and approvals.
Do you provide year-round service?
Yes, we offer support twelve months a year, not just during tax season.
