Business Details
25 Years
experience
Emergency
services
Trusted Accounting & Tax Services in Fort Lauderdale
Milbery & Kesselman has served Fort Lauderdale businesses since 2001, providing tailored accounting and tax solutions. Our team of experienced CPAs combines 27 years of industry expertise with personalized service to help clients navigate complex financial challenges. We specialize in year-end tax planning, QuickBooks optimization, and business consulting while maintaining strict adherence to professional standards.Our commitment to client education and proactive financial guidance has established us as trusted advisors in the local business community. With backgrounds at international firms and corporate environments, our partners bring both technical expertise and practical business insight to every client engagement.
Services
Tax Planning
Audit Services
QuickBooks Support
Business Consulting
Incorporation Services
Details
- Year established: 2001
Highlights and features
- We offer 27+ years of combined CPA experience in local and international accounting
- Our team provides personalized QuickBooks ProAdvisor support for business efficiency
- We deliver free initial consultations with no-obligation financial assessments
- Our services include 24-hour business incorporation assistance
- We specialize in industry-specific tax planning for construction, healthcare, and maritime sectors
Associations and certifications
- CPA (Certified Public Accountant)
Services
Tax Planning
Our tax planning services help businesses and individuals minimize tax liabilities through strategic financial positioning. We analyze your complete financial picture to implement legal tax reduction strategies that align with both short-term needs and long-term goals. Our CPAs stay current with evolving tax regulations to ensure optimal compliance and savings.
Audit Services
We provide comprehensive audit and assurance services for small businesses and nonprofits. Our team conducts methodical financial statement examinations following AICPA standards to verify accuracy and compliance. Services include franchise audits, nonprofit audits, and internal policy assessments to ensure financial transparency and regulatory compliance for stakeholders.
QuickBooks Support
As Certified QuickBooks ProAdvisors, we offer full-cycle software support including setup, training, and ongoing maintenance. Our services optimize QuickBooks functionality for cash flow management, payroll processing, and financial reporting. We customize accounting systems to improve business efficiency and ensure accurate year-round financial tracking.
Business Consulting
Our business consulting services focus on operational improvement and strategic financial planning. We help clients with cash flow analysis, merger evaluations, and succession planning while providing expert guidance on financial management and risk mitigation strategies tailored to specific industry requirements and business growth objectives.
Incorporation Services
We offer complete incorporation services including entity selection, state registration, and tax structure optimization. Our 24-hour business formation process covers corporation, LLC, and partnership establishment with expert guidance on choosing appropriate business structures. We also assist with bank account setup and payroll compliance for new businesses.
People
Jack Milbery
Senior Partner
27-year accounting veteran and Florida CPA with experience at Deloitte & Touche, BDO Seidman, and McGladrey Pullen. Specializes in audit, tax, and consulting services for small businesses. Holds post-baccalaureate degree in accounting from Stetson University.
Craig Kesselman
Partner
Dual CPA licensed in Florida and Virginia with expertise in state/local taxation and international accounting. Former General Motors accounting department member. Holds Master of Accounting degree from Florida Atlantic University and MBA from University of Miami.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting services including bookkeeping, financial statement preparation, payroll processing, budgeting, and QuickBooks support tailored to small business needs.
Do you offer free initial consultations?
Yes, we provide free initial consultations to discuss your specific accounting and tax needs with one of our experienced CPAs.
Can you help with QuickBooks setup and training?
As Certified QuickBooks ProAdvisors, we offer complete setup, customization, training, and ongoing support for all QuickBooks versions.
What industries do you specialize in?
We serve construction, healthcare, law firms, manufacturing, maritime, real estate, and retail industries with specialized accounting solutions.
How quickly can you form a new business entity?
Our incorporation services can establish your corporation or LLC within 24 hours with complete guidance on entity selection and tax structure.
