One Stop CPA

State:

Fort Lauderdale, Florida

Served languages:

English

Founded in:

2017

Team size:

6

Category:

Accountant, Bookkeeper, Financial advisor

Services:

401(k) & IRA Management, Accounts Payable/Receivable, Asset Allocation, Audit Services, Bank Reconciliation, Board & Investor Relations, Bookkeeping, Budgeting & Forecasting, Business Formation, Business Tax Prep, Business Valuations, Capital Structure Planning, Cash Flow Management, Education Planning, Estate Planning, Family Wealth Transfer, Financial Modeling, Financial Planning, Financial Reporting, Financial Strategy Development, Financial Systems Implementation, Forensic Accounting, Fundraising Support, Individual Tax Prep, Insurance Planning, International Tax Services, Investment Management, Investor Pitch Development, M&A and Advisory, Mergers & Acquisitions, Payroll Services, Portfolio Management, Process Optimization, R&D Tax Credits, Retirement Planning, Risk Management, Sales Tax, Social Security Planning, Stock Option Planning, Tax Planning & Strategy, Tax Resolution & IRS Representation, Valuation, Wealth Management

Specialty:

Bootstrapped Companies, Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors, Digital Nomads, Divorced Individuals, Enterprise Companies ($50M+), Equity Compensation, Exit Planning, Growing Companies ($1M-$10M), HENRYs (High Earners Not Rich Yet), High Net Worth Individuals, International/Expats, K1 Partnership Income, Mid-Market Companies ($10M-$50M), Multi-generational Families, Multi-state Returns, Pre-Retirees (5-10 years out), Pre-revenue Startups, Private Equity-Backed Companies, Professional Service Firms, Professors & Educators, QSBS Holders, Real Estate Investors, Retirees, SMB Owners, Solopreneurs, Ultra High Net Worth Individuals, VC Backed Startups, Young Professionals

Industry:

Dental, Healthcare