Over 30 years of serving South Florida Family-Run Businesses
A UNIQUE APPROACH TO ACCOUNTING FOR FAMILY BUSINESSES
We go above and beyond the numbers for our clients.
UNDERSTAND THE
THE IMPACT OF ACCOUNTING PROCESSES IN YOUR COMPANY
You can have someone in the family manage the money without them needing a degree in accounting.
BECOME A
FINANCIAL GURU
With our guidance, you’ll have a proven system to know your numbers and continuously improve your financial positioning.
HAVE TOTAL
FINANCIAL CONTROL
Create a clear path to profits that encompasses your company's objectives.
FAMILY BUSINESSES
NEED FAMILY ORIENTED CPAS
We offer a wide range of tax and accounting services designed for the modern, savvy generational business, because, that’s our story too.
We offer full accounting services including
bookkeeping, monthly quarterly reporting, and payroll tax compliance, as well as audit and review engagements.
Is it tax season already? Do not worry. Maximize your tax refunds or minimize your tax liability with tax advice from our experienced consultants.
Family owned businesses are at the very core of our practice. Since our founding, we have guided multiple generations of Hispanic family-owned businesses and in many industries, helping them to achieve successful growth, prosperity and generational transition.
With over 30 years of accounting, tax and business advisory experience for family businesses, we go above and beyond the numbers to provide you with guidance, support and practical advice to help your family business prosper.
THEY ARE LIKE FAMILY TO US
Family businesses present their own unique set of challenges. Our clients come to us because of our integrity and commitment to bettering their establishments:
FATHER & SON
Fundora knows the way we operate and has a good feel for our family. As an LLC, we have a large tax liability. Fundora stays on top of this for us
TWO SISTERS
Right away, Miriam had an idea of our needs based on his experiences working with clients who were multi-generational owned and managed. She was proactive with us and engaged us in conversation to see what our needs were for accounting and in the overall business
As the owner of two small businesses and several rental properties, we are grateful for the abundance of advice and planning that Fundora provides our family.
THREE BROTHERS
SOME OF OUR AWESOME CLIENTS
OUR SERVICES
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WE OFFER TRADITIONAL SERVICES
You can count on us for traditional accounting services, including bookkeeping, tax preparation, financial statements, and budgeting.
WE ARE BUSINESS ADVISORS
We will identify solutions for preserving your resources, reducing your tax burden, and streamlining your accounting procedures.
LEGAL & ESTATE PLANNING PARTNERS
From auditing to business & personal wealth management, our partners can meet all of your family business needs.
CASE STUDIES
Verdicts, settlements and case studies that highlight our work.
Pines Electric
A family-owned, owner-operated company that has experienced significant growth over the last 10 years, reaching sales in excess of $6 million ...
Vickie's Cafe
A family-owned, owner-operated company that has experienced significant growth over the last 15 years, reaching sales in excess of $25 million ...
WE PLAY A CRITICAL ROLE IN FORMALIZING
HOW THE BUSINESS CONTINUES TO BE FINANCIALLY MANAGED
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Equity and Wealth Planning amongst Shareholders
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ITIN requests for International Clients
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Business Tax Planning
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Individual and Corporate Tax Preparation
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Compilations and Financial Statement Preparation
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QuickBooks™ consulting
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Direct-deposit Payroll Preparation
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FIRPTA Applications to the IRS for Real Property
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Business Consulting
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Business & Personal Wealth Management
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Audit and Review Engagements
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Business Formation and EIN request
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Financial Management
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S-Corp Status Requests
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Financial Planning
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Banking Requests & Credit Assistance
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Mergers & Acquisitions
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Business Valuation Services
OUR FAMILY COMMITMENT
As part of our ongoing commitment to family-owned companies, we are members of the Family Firm Institute.
PROCESS SECTION
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MEET THE FAMILY
We recognize that family-owned business owners need a qualified CPA they trust.
UNDERSTAND THE BUSINESS
We'll take the time to learn all we can about the daily operations of your business and work to build a lasting relationship.
FORMALIZE THE RELATIONSHIP
The insight we gain will enable us to develop a full package of accounting and other professional services based on your business objectives and personal preferences.
CONTACT US
Address
9981 Bird Road
Miami, Florida 33165
Phone
P: (305) 559-8356
F: (555) 559-0155
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