West Palm Beach, FL · Serving Palm Beach County
Bookkeeping & Accounting for Growing Businesses
We keep your books current, reconcile every account, and deliver clear monthly financial statements, so you can run your business with confidence.
- Accrual & Cash Basis
- QuickBooks Setup & Support
- English & Español
What we do
Accounting services built around your organization
Whether you run a growing company that needs reliable monthly books or need a tax return done right, we build a process that fits and keep it running.
B2B Bookkeeping
Monthly bookkeeping, reconciliations, and financial statements for small and mid-sized businesses.
Learn moreHOA & Condo Tax Filings
Annual federal income tax returns for HOAs and condos.
Learn moreBusiness & Personal Tax
Preparation and e-filing of business, individual, and HOA/condo tax returns, plus year-round tax planning.
Learn moreCleanup & Catch-Up
Behind on your books? We reconstruct and organize past records so your accounts are accurate and tax-ready.
Learn moreQuickBooks Setup
Chart of accounts design, QuickBooks configuration, bank feeds, and ongoing maintenance done right from day one.
Learn moreReal Estate & Finance
An in-house Realtor for buyers, sellers, landlords, and tenants, plus real estate tax preparation and investment analysis.
Learn moreBusiness-to-business bookkeeping
Your outsourced accounting department
Most growing businesses do not need a full-time accountant. They need accurate books every month and someone who understands the numbers. We work as an extension of your team: we record, reconcile, and report.
- Monthly or weekly bookkeeping on a set schedule
- Monthly financial statements you can take to the bank
- Accrual or cash basis, matched to your tax structure
- Clear answers from a bilingual team
Profit & Loss
How it works
A simple path to organized books
- 01
Free consultation
We learn how your business operates and what you need.
- 02
Review & cleanup
We review your current records and bring every account up to date.
- 03
Monthly bookkeeping
Transactions recorded and accounts reconciled on a consistent schedule.
- 04
Reports & tax
Monthly statements, year-end package, and tax returns prepared on time.
Why CFA
More than data entry
Our work goes beyond recording transactions. We design organized financial systems, streamline processes, and provide information that lets our clients operate with security and strategic vision.
Accuracy first
Every account reconciled, every month, so your reports reflect reality.
Accrual or cash basis
We adapt the accounting method to each client’s structure and tax needs.
Bilingual service
Work with us in English or Spanish, whichever is more comfortable for you.
Local to Palm Beach County
An office in West Palm Beach and a team that knows South Florida businesses and families.
Who we serve
Get your books in order. Start with a free consultation.
Tell us about your business. We will review where things stand and recommend a clear next step, in English or Spanish.