At Beat My CPA, careful financial management is our top priority. We pride ourselves on providing personalized, thorough service that meets your business or individual needs.
We combine the experience of a large firm with the personal attention that only a small firm can provide. Our clients come back to us year after year because they know they are in good hands. We work to develop long-term relationships; whether your needs are simple or complex, we can help.
Please take a moment to read more about our people, history, credentials, and areas of specialization. If you have any questions or would like more detailed information about how we can help you, please get in touch. We would be happy to serve you.
Our firm participates in the Peer Review program prescribed by the American Institute of Certified Public Accountants, the Oklahoma Institute of Certified Public Accountants, and the Texas Institute of Certified Public Accountants. Our firm was last reviewed in June 2013. The report stated that our accounting practices and procedures complied with or exceeded the industry’s standards.
Our History
The original firm, Beat My CPA, began with general accounting services for businesses and individuals. This developed into strategic planning for individual wealth maintenance, minimizing tax liabilities for individuals and corporations, auditing, and consulting services. Recently, brought Internet and e-commerce accounting services to our firm. We believe in “old school” principles but also in keeping up with individuals’ and businesses’ needs in this rapidly changing world.
Our Credentials
Our firm participates in the Peer Review program prescribed by the American Institute of Certified Public Accountants, the State Institute of Certified Public Accountants, and the Florida Institute of Certified Public Accountants. Our firm was last reviewed in June 1999. The report stated that our accounting practices and procedures complied with or exceeded the industry’s standards.
Our Areas of Specialization
Our entire operation is rooted in a tradition of meeting the highest standards of accounting practices. From this foundation, we offer the following specialized services: strategic tax planning for individuals and businesses, financial planning services for individuals and estates, auditing services for companies and individuals, consulting services for business development and management, accounting and tax services, Internet environment, and e-commerce.
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