Business Details
Trusted Accounting Services for Small Businesses
At Longwood CPA, we specialize in providing outsourced accounting and financial advisory services tailored to small business owners. Our mission is to empower entrepreneurs by removing the burden of complex back-office tasks through advanced technology and real-time collaboration. With a team of experienced CPAs and financial experts, we offer comprehensive solutions including tax planning, bookkeeping, payroll management, and strategic financial consulting. Our BOSS (Back Office Support System) model enables clients to access their financial data 24/7 while we handle day-to-day accounting operations. We serve a diverse range of industries, particularly focusing on professional service providers such as physicians, attorneys, and financial planners.Our approach combines technical expertise with personalized service, ensuring clients receive actionable insights to improve business efficiency and profitability. We prioritize building long-term relationships and act as trusted partners, helping clients achieve both professional success and personal work-life balance. Our commitment to innovation is demonstrated through our adoption of cutting-edge accounting technologies that streamline processes and enhance financial transparency. We measure our success by the growth and satisfaction of our clients, as evidenced by numerous testimonials highlighting our proactive approach and exceptional service quality.
Services
Outsourced Accounting
Tax Planning
Financial Consulting
BOSS Model Support
Startup Accounting
Highlights and features
- We provide 24/7 access to financial data through our BOSS technology platform
- Our team includes CPAs with specialized experience serving professional service providers
- We implement the proven BOSS model for efficient back-office operations
- We offer personalized financial guidance based on decades of small business expertise
- We proactively identify tax savings opportunities and financial optimization strategies
What people say
Proactive financial guidance
Saved time and stress
Trusted advisor
Real-time data access
Tailored solutions
Services
Outsourced Accounting
Our outsourced accounting solutions provide comprehensive financial management for small businesses. We handle bookkeeping, payroll, financial reporting, and tax compliance while integrating with your operations through our BOSS technology platform. This service enables business owners to focus on core activities while maintaining complete financial transparency and control.
Tax Planning
We offer strategic tax planning and compliance services tailored to small businesses and professionals. Our CPAs identify legitimate tax savings opportunities, manage filings, and provide year-round tax strategy guidance. Our approach combines technical expertise with personalized advice to optimize your tax position while ensuring full compliance.
BOSS Model Support
The BOSS (Back Office Support System) model delivers real-time financial data access through integrated technology platforms. This service provides continuous accounting support, automated reporting, and secure collaboration tools that streamline financial operations while maintaining complete transparency and control for business owners.
Startup Accounting
We specialize in guiding new businesses through financial setup and growth phases. Our startup services include entity selection, accounting system implementation, tax planning, and financial forecasting. We help entrepreneurs establish strong financial foundations while minimizing administrative burdens during critical growth periods.
Financial Consulting
Our financial consulting services provide strategic guidance for business growth and operational efficiency. We analyze financial performance, identify growth opportunities, and develop customized solutions to improve profitability. Our advisory approach combines technical expertise with practical business insights tailored to each client's unique needs.
People
Janelle Pedulla
Owner / CPA, MBA
Janelle Pedulla leads Longwood CPA with over 20 years of accounting experience. As a certified public accountant and MBA holder, she specializes in strategic financial advisory for small businesses. Her expertise includes implementing technology-driven accounting solutions and providing comprehensive financial guidance to entrepreneurs.
Patty Hudson
Tax Manager
Patty Hudson oversees tax operations with extensive experience in individual and business tax planning. She specializes in optimizing tax strategies for professional service providers and entrepreneurs. Her approach combines technical expertise with practical advice to help clients achieve their financial goals.
Steeven Caceres
Small Business Specialist
Steeven Caceres focuses on supporting small businesses with accounting and financial operations. He implements the BOSS model technology solutions and provides hands-on support for business owners. His expertise includes streamlining financial processes and improving operational efficiency through digital tools.
Sandy Cooper
CPA
Sandy Cooper provides accounting and tax services with a focus on personalized financial solutions. As a certified public accountant, she works closely with business owners to ensure accurate financial reporting and compliance while supporting long-term business growth strategies.
Kevin Ortiz
Bookkeeper
Kevin Ortiz manages day-to-day accounting operations with expertise in bookkeeping systems. He implements and maintains financial records using the latest technology tools. His work ensures accurate financial data management that supports informed business decision-making.
Questions
What accounting services do you offer for small businesses?
We provide outsourced accounting, tax planning, financial consulting, and BOSS model technology support tailored to small business needs.
How does your BOSS model work?
Our Back Office Support System uses integrated technology for real-time financial data access while we handle your accounting operations.
Do you specialize in any particular industries?
We specialize in serving professional service providers including physicians, attorneys, and financial planners.
How can you help entrepreneurs with startup accounting?
We assist with financial setup, entity selection, accounting system implementation, and growth strategy for new businesses.
What tax planning services do you provide?
We offer comprehensive tax planning, compliance, and strategy services to optimize your tax position while ensuring full compliance.
How do you ensure client data security?
We use secure technology platforms with industry-standard encryption and access controls to protect all client financial information.
