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OUR SERVICES

TAX PREP

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We will provide you with sound tax preparation and consulting so you receive all eligible tax credits and tax-reduction incentives.
 
 

ACCOUNTING

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As a business owner you have more important things to do than to keep your own books. We take care of it so you can get back to running your business.
 

CFO SERVICES

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Growing businesses often reach a point where they need professional financial advice, but can't afford a full-time CFO or controller. That's where we help.
 

BOOKKEEPING

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Timely, efficient bookkeeping services are available. Computerized accounts are prepared, saved and presented for client review on a quarterly, 
 

Welcome to J. Rosen Financial CPA Services Inc.  Our company was started to provide small, progressive companies and individuals with an on-call and flexible accounting solution. We understand small business owners and managers need to spend their valuable time doing what they do best.  We are here to step in and help on an as needed or contractual basis and aim to make sure your company is always operating at peak performance. Call us to help with a special project or review of a business deal to forecast cash flow or profitability.  We assist with a wide variety of accounting procedures and aim to educate management and employees on how to make accounting tasks more organized and efficient while providing extremely accurate results. We also consult on business plans, cost budgets, and revenue projections while streamlining system reporting and strengthening internal controls.

We are different from a regular CPA firm in that we don't only focus on historical (what happened) financials.  We forecast cash flows, run revenue projections, and measure what may happen when you make changes to your business. Like regular CPA firms, we also provide high quality tax and payroll services as well as financial reporting. We are a fully registered Certified Public Accounting firm!

Our goal is to help a company protect its core financial position. We use analytical procedures to anticipate and deter problems before they begin and look for strategies to reduce costs. We not only want to complete the job needed in an accurate and timely manner but educate our clients to use the information gathered to enhance their business decisions.

Our CPA office is located in South Tampa, Florida. We provide accounting services throughout the Tampa Bay area including Clearwater, Tampa, Brandon, New Tampa, St. Petersburg and everywhere in between.

If you feel your company may need to work on one or more of the issues below, we are here to help with:

  • A need to increase sales and save money to improve the bottom line. 
  • Confirmation that the core of your business is strong and can handle continued growth.
  • How to make your company look more favorable to a lender and figure out how much your business can afford to borrow.
  • There is a discrepancy between the company's financial statements and a declining bank cash account.

Contact us today for a FREE initial consultation by calling 813-288-0434.
Please read our client testimonials. Let us show you how we can help your company!