Business Services
Our business is to protect YOUR bottom line
Boca Accounting, LLC has been providing unsurpassed business expertise critical to middle-market, closely held companies and non-profit institutions for over 30 years.
These capabilities, combined with a dedication to highly personal service, have enabled Boca Accounting, LLC to become a trusted advisor and committed business partner to our clients and to attain a unique standing within our industry.
Our experienced professional staff is driven to understand each of our clients’ businesses and to fully prepare them to meet the unique challenges of their business in a manner that is personal, proactive, and progressive.
We offer a full menu of business services that can be tailored to meet the specific corporate and personal needs of each client. In addition to offering ALL of the traditional services, we provide many SPECIALTY services.
We Offer:
Your personal accounting department
Our CPAs and accounting professionals can provide all aspects of bookkeeping and accounting services for your business. With over 50 years of combined small business services, we tailor our process to your needs and desires.
We provide electronic payroll services (including direct deposit) and electronic tax filing. Our services are tailored to give you the personal service and attention you need. Our relationship-based knowledge of your business enables us to meet your needs at a lower cost. Our payroll to tax services furthers your ability to fluidly manage your business.
Furthermore, we manage the complications associated with payroll compliance and avoid the potential penalties for under or non-compliance.
We provide check writing services and reporting. Our cloud-based secure technology makes it easy to produce financial statements with QuickBooks. We can also review and assist in the process of financial reporting by producing prepared financial statements for bank loans or periodic investor reporting.
Audited, Reviewed, and Compiled Financial Statements
Our larger clients usually require their financial statements to be audited or reviewed. We can be your assurance company. Bonding requirement? No problem. Regulatory compliance? No problem.
Many smaller accounting firms won’t tackle audits. We will. We are registered for peer review and can provide you with timely and affordable audit services for your business or association. We don’t talk down to you. We hold your hand and make the audit experience a positive one.
We address electronic commerce issues and offer a range of advisory and assurance services to help clients address security, online privacy, availability, and confidentiality needs.
Forensic & Litigation Services
We are dedicated to the pursuit of truth. Our certified fraud examiners and network of investigative professionals can help settle disputes fast. Whether you need expert testimony or in-depth financial analysis – from the boardroom to the courtroom – we are there to help settle your disputes.
CFO Services
Is your business too big for an internal bookkeeper and too small to budget for a full-time CFO? We can provide a solution for you. Depending on your level of complexity, we can either act as your direct outsource or arrange for one of our strategic partners to sit in that position. We have handled publicly held companies, so we can handle yours. We can also act as a source to interview your accounting candidates. We know what to ask and can save you a large sum of money by avoiding unqualified candidates.
Why Hire a Part-Time CFO?
All companies, big or small, face many of the same strategic issues. Consequently, all companies have many of the same needs, including the type of analysis that a CFO can provide.
Small and medium-sized companies require the financial expertise of a CFO, but do not have either the budget or need for a full-time CFO. A part-time CFO is a great solution to fulfill your needs!
Our combined experience in all phases of small and midsized businesses provides a unique level of experience not available from the traditional CPA firm or management consultant. We work on a contract basis based on your requirements.
- Assistance with the SEC registration process
- Business analysis
- Turnarounds
- Mergers and acquisitions
- Develop budgets, forecasts, and projections.
- Profitability enhancement
- Strategic succession planning
- Positioning to obtain financing.
- Perform financial, cost control and credit studies. Inventory management
- Inventory management
- Create accounting systems.
Professional Consulting
Many times, a fellow professional doesn’t wish to or cannot take an assignment, such as auditing. We can handle that assignment, either on a shared fee basis or as a non-competitive professional. We will not compete with CPAs or EAs that refer business to us. You do what you do best and let us handle the rest.
A developed niche for us is assisting other financial, accounting and tax professionals solve their clients’ problems. We assist with planning and special projects, such as sales, mergers, purchases, and tax collections matters.
We can be a part of your team, working on a contractual basis, allowing you to continue your professional/client relationship. As consultants, we strive to make you look good to your clients.
If the project is larger, we have an affiliated network of experts to assist us.
Business Tax Preparation & Planning
A large part of any CPA firm is their business level tax practice. We are no exception. We can prepare your Form 1120 US Corporation Income Tax Return, 1120S, 1065 US Partnership Returns, 1041 US Trust Tax Returns and 990 Non-Profit Returns. Our partnership experience is vast and can handle any type of investment partnership or those with foreign owners.
Do you have basis issues in your 1065 or 1120S? Did you know the IRS is now compiling that information? Let us explain basis to you before the IRS does.
You want to do the accounting and hand us the tax compliance at year end? Perfect.
Are you a foreign corporation with a US affiliate? We can handle that too!
We support all 50 states and local jurisdiction returns. Our firm originated in the Northeast, and we understand tax nexus. More states are attacking foreign corporations and partnerships doing business within their borders. You need to protect yourself from this money grab. Sales tax will soon be a 50-state problem for e-commerce businesses. Don’t wait for the notices, be proactive in this very complex area of tax law.
- Preparing tax returns.
- Planning short-term and long-term goals to lower tax liabilities.
- Partnership and corporate tax compliance
- Sales tax compliance
- Reducing the effect of estate and inheritance taxes by providing estate planning advice.
- Assisting with tax problems and representing clients before government agencies.