Business Details
Trusted Accounting & Tax Services in Bonita Springs
Our role as proactive advisors is to help clients achieve their goals and maximize their potential. We focus on tax planning, accounting services, fractional CFO, and business advisory to support business owners, professionals, and high-income earners. With a commitment to integrity, professionalism, and excellent customer service, we build lasting relationships in a boutique atmosphere. Our team provides close personal and professional attention, ensuring strategic business advice that drives results. We specialize in compliance work, quantitative analysis, and proactive tax planning to help clients navigate complex financial landscapes.Our expertise spans industries including construction, dentists, healthcare, hospitality, law firms, manufacturers, and real estate. We pride ourselves on being efficient, affordable, and discreet while resolving tax problems and IRS-related challenges. Our services extend to QuickBooks setup, training, and optimization for small to mid-sized businesses. Founded to combine deep industry experience with personalized service, we aim to be a trusted partner in building lasting value for our clients.
Services
Tax Preparation
Bookkeeping Services
Payroll Processing
Fractional CFO
Tax Relief
IRS Audit Representation
QuickBooks Setup
Business Valuation
Cash Flow Management
Succession Planning
Details
- Year established: 2025
Highlights and features
- We offer over 20 years of combined experience in accounting and tax advisory.
- Our team provides personalized IRS audit representation and resolution strategies.
- We specialize in industry-specific tax planning for construction, healthcare, and law firms.
- Our boutique approach ensures close professional attention to every client.
- We combine fractional CFO services with proactive business advisory expertise.
What people say
Close personal attention
Professional and responsive
Quality service
Trusted advisor
Lasting relationships
Services
Tax Preparation
Comprehensive tax preparation services for individuals and businesses ensure compliance with evolving regulations. Our experts maximize deductions while minimizing liabilities through strategic planning. Clients benefit from accurate filings and proactive advice to optimize financial outcomes.
IRS Audit Representation
Specialized IRS audit representation protects clients during tax examinations. We handle communications, documentation, and negotiations with tax authorities. Our approach focuses on resolving issues efficiently while safeguarding client interests throughout the process.
Bookkeeping Services
Accurate bookkeeping maintains financial clarity for businesses of all sizes. We manage accounts payable/receivable, bank reconciliations, and payroll processing. Our systems streamline financial operations to support informed business decision-making.
Fractional CFO
Strategic financial leadership services provide executive-level expertise without full-time costs. We assist with cash flow management, business valuation, and growth planning. This service helps businesses make data-driven decisions for sustainable growth.
QuickBooks Solutions
Tailored QuickBooks setup and training optimizes accounting processes for small businesses. Our experts provide software configuration, data migration, and ongoing support. Clients gain efficient financial management capabilities through customized system implementations.
People
Yamirka Suyi
Co-Founding Partner
CPA with MSAT specializing in personalized services for business owners. Former business owner with deep understanding of small to medium enterprise challenges. Committed to client growth through strategic financial guidance.
Kevin Deardorff
Co-Founding Partner
CPA with MBA and 20+ years in public/private practice. Expertise in strategic consulting, tax planning, and industries like real estate and healthcare. Active community leader with board experience in local organizations.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, cash flow management, and financial reporting tailored to small business needs.
How can you help with IRS tax problems?
Our services include audit representation, tax relief negotiations, and resolution of liens, levies, and payment plans with the IRS.
Do you specialize in any industries?
Yes, we serve construction, healthcare, law firms, real estate, manufacturers, and hospitality businesses with industry-specific expertise.
What QuickBooks services are available?
We offer software setup, training, troubleshooting, and optimization services to maximize QuickBooks functionality for small businesses.
How do you ensure client confidentiality?
We maintain strict privacy protocols and secure data handling practices to protect all client financial information and communications.
