Business Details
We have been serving the Largo, Clearwater, Pinellas Park, Palm Harbor, Tampa and surrounding communities since our firm was established in 2005 as a full-service CPA practice. Our partners bring over four decades of combined experience, with Tracy practicing as a CPA and former CFO since 1982 and Debbie providing accounting and tax advisory services since 1984. Tracy's background includes senior financial leadership at Fortune 200 companies, where he secured over $5 billion in lines of credit and led twenty strategic business acquisitions. Debbie concentrates on corporate tax and accounting, drawing on her journalism and accounting degrees to deliver clear, strategic financial guidance. Together we hold CPA credentials, Masters in Accounting, and active membership in the Ohio Society of Certified Public Accountants and the Florida Institute of Certified Public Accountants.
We recognize that every client has unique goals, so we tailor our tax, accounting and business advisory services to meet those specific needs. Our approach focuses on listening first, building trust and respect as the foundation of lasting client relationships. We treat each partnership as if we were internal partners, taking the time to understand your business and individual financial circumstances. This personalized service is designed to reduce headaches, save time and avoid costly penalties, delivering a cost-effective solution that pays for itself. Our commitment to excellence was acknowledged when we received the 2022 Small Business Leader of the Year award from the Central Pinellas Chamber of Commerce. Ultimately, we strive to provide financial leadership and actionable advice that helps you grow your business and achieve lasting success.
We recognize that every client has unique goals, so we tailor our tax, accounting and business advisory services to meet those specific needs. Our approach focuses on listening first, building trust and respect as the foundation of lasting client relationships. We treat each partnership as if we were internal partners, taking the time to understand your business and individual financial circumstances. This personalized service is designed to reduce headaches, save time and avoid costly penalties, delivering a cost-effective solution that pays for itself. Our commitment to excellence was acknowledged when we received the 2022 Small Business Leader of the Year award from the Central Pinellas Chamber of Commerce. Ultimately, we strive to provide financial leadership and actionable advice that helps you grow your business and achieve lasting success.
Highlights and features
- We offer over 40 years of CPA expertise.
- We have secured over $5 billion in client lines of credit.
- We have led twenty strategic business acquisitions for clients.
- We earned 2022 Small Business Leader of the Year award.
- We are members of Ohio and Florida CPA societies.
Services
Accounting Services
We provide Accounting Services to businesses in Largo and surrounding areas. This service is part of our commitment to deliver personalized, cost-effective solutions that reduce headaches, save time and avoid penalties. By tailoring Accounting Services to your specific needs, we help you achieve your financial goals and build long-term relationships.
Outsourced CFO
We provide Outsourced CFO to businesses in Largo and surrounding areas. This service is part of our commitment to deliver personalized, cost-effective solutions that reduce headaches, save time and avoid penalties. By tailoring Outsourced CFO to your specific needs, we help you achieve your financial goals and build long-term relationships.
QuickBooks
We provide QuickBooks to businesses in Largo and surrounding areas. This service is part of our commitment to deliver personalized, cost-effective solutions that reduce headaches, save time and avoid penalties. By tailoring QuickBooks to your specific needs, we help you achieve your financial goals and build long-term relationships.
Incorporation
We provide Incorporation to businesses in Largo and surrounding areas. This service is part of our commitment to deliver personalized, cost-effective solutions that reduce headaches, save time and avoid penalties. By tailoring Incorporation to your specific needs, we help you achieve your financial goals and build long-term relationships.
Tax Services
We provide Tax Services to businesses in Largo and surrounding areas. This service is part of our commitment to deliver personalized, cost-effective solutions that reduce headaches, save time and avoid penalties. By tailoring Tax Services to your specific needs, we help you achieve your financial goals and build long-term relationships.
