Business Details
22 Years
experience
Trusted Accounting Solutions for Small Businesses
P.T. Anderson is a boutique accounting firm specializing in small business solutions. With over 70 years of combined experience, we provide expert accounting, tax planning, payroll management, and CFO services that give clients peace of mind. Our team stays current with evolving financial regulations to ensure compliance while delivering proactive strategies for tax savings and operational efficiency. We leverage advanced QuickBooks expertise to streamline accounting processes and offer customized training to maximize software effectiveness.Our approach prioritizes client success through financial forecasting, process improvement, and personalized guidance tailored to each business's unique needs. We maintain a paperless office using cloud technology for secure, efficient service delivery while eliminating unnecessary overhead costs for clients.
Services
Accounting Services
QuickBooks Support
Payroll Management
Tax Planning
CFO Services
Details
- Year established: 2004
Highlights and features
- We have over 70 years of combined experience in accounting and QuickBooks training
- We implement a proprietary data file analysis to identify and correct accounting errors
- Our team maintains active Enrolled Agent certifications for tax expertise
- We offer customized QuickBooks training tailored to your specific business needs
- We provide proactive tax planning strategies to minimize legal tax liabilities
Associations and certifications
- QuickBooks ProAdvisor
What people say
Invaluable asset
Proactive approach
Professionalism
Financial expertise
Exceptional service
Services
Accounting Services
We provide comprehensive accounting services that transform raw financial data into actionable business insights. Our team ensures accurate record-keeping, timely financial reporting, and compliance with regulatory requirements. By maintaining precise accounting records, we help businesses make informed decisions while freeing owners to focus on core operations. Our services include month-end closing, financial statement preparation, and customized reporting tailored to your specific industry needs.
QuickBooks Support
Our certified QuickBooks ProAdvisors offer expert software implementation and training solutions. We help businesses select and customize the right QuickBooks version, provide hands-on training for efficient usage, and troubleshoot existing accounting files. Our team identifies common errors in data entry and implements corrective measures to maintain clean financial records throughout the year, ensuring optimal software performance and accurate financial tracking.
Payroll Management
We handle complete payroll processing while ensuring compliance with evolving tax regulations. Our services include direct deposit implementation, tax filing, new hire reporting, and 1099 compliance management. By staying current with payroll laws and deadlines, we protect businesses from costly penalties while streamlining payroll processes through cloud-based approval systems that enable remote management from any location.
Tax Planning
Our tax services focus on minimizing legal tax liabilities through proactive planning and accurate return preparation. We handle individual, corporate, and estate tax filings while providing strategic advice on deductions, credits, and compliance requirements. Our team prepares clients for potential audits and offers year-round tax consultation to ensure businesses remain informed about changing regulations and optimize their tax positions.
CFO Services
We provide strategic financial management typically found in executive roles without the full-time executive cost. Our services include cash flow analysis, profitability assessments, internal control implementation, and business process improvements. By identifying operational inefficiencies and developing customized financial strategies, we help businesses enhance profitability, strengthen financial controls, and achieve long-term growth objectives through data-driven decision-making.
People
Tricia Anderson
Founder and Owner
Tricia Anderson, an Enrolled Agent, founded the firm to serve small businesses in Palm Beach and Broward Counties. With extensive tax and accounting expertise, she specializes in providing comprehensive financial solutions tailored to each client's unique needs.
Sherlley Baptiste
Lead Accountant
Sherlley joined the team in 2017, bringing strong accounting and client relations expertise. She manages complex accounting tasks while maintaining a focus on delivering exceptional client service through clear communication and reliable support.
Jovie Cabasan
Certified Public Accountant
Jovie joined as CPA in 2023 with extensive experience in financial leadership roles. She provides expert accounting guidance and contributes specialized knowledge in corporate financial management and compliance matters.
Pamela McLellan
Accounting Director
Pam began her career in 2012 and became a certified QuickBooks ProAdvisor. As Accounting Director since 2018, she oversees accounting operations and ensures the team maintains the highest standards of technical proficiency and client service.
Questions
What is the difference between an employee and a contractor?
The IRS considers behavioral control, financial control, and relationship type. We help determine proper classification based on these factors to ensure compliance with tax regulations.
How should bonuses be handled for tax purposes?
Bonuses are subject to payroll taxes. We recommend processing through regular payroll rather than separate checks to ensure proper tax withholding and avoid unexpected tax liabilities.
How long should tax documents be retained?
Most records should be kept for 3 years, but specific situations require longer retention periods. We help clients understand document retention requirements based on their unique circumstances.
Is sales tax required for out-of-state purchases?
Florida businesses must pay 6% use tax on out-of-state purchases where sales tax wasn't collected. We assist with compliance to avoid potential audit issues with the Florida Department of Revenue.
What accounting software do you recommend?
We specialize in QuickBooks solutions and can help select, implement, and optimize the right version for your business needs while providing ongoing support and training.
