About
MIAMI DADE FINANCIAL is comprised of highly qualified, experienced and dedicated Accountants, CPAs and full charge bookkeepers with over 10 - 30 years of experience. Although accounting, payroll, tax preparation and business financial planning is our primary business, we integrate with your CPAs, EAs, Human Resources department and executive management team to ensure a hassle-free tax season. Our services go far beyond typical bookkeeping. We also prepare budgets, cash flow, forecast, database management, financial statement analysis and even business analysis if you like to compare yourself to others in your industry. We are passionate about our work, and just as passionate about building long-term relationships with our clients. We know what it takes to save you money and provide the value-added services you're looking for. After all, our success depends on yours! Discover the difference for yourself - try our services and learn how we can help your small business succeed and help you "Never Worry About Your Financials Again."
I am passionate about helping people understand their finances, and providing reliable financial data to help them make informed decisions to fulfill their company vision and purpose.
Highlights
Reviews
Juan F.
Frequently asked questions
What is your typical process for working with a new customer?
Review of current accounting procedures and financials. Review of previous year's tax return. Listening to client's needs and goals. Recommendations to meet needs and reach goals.
What education and/or training do you have that relates to your work?
20 years of experience in accounting. 5 years experience in tax preparation.
How did you get started in this business?
Worked as an in-house bookkeeper for lawyer, then larger companies, was permanently laid off and decided to go into business for myself to help other business owners with the tools I have used to succeed.
What types of customers have you worked with?
Typically small to mid-size businesses. Industries like Import Export, Lawyers, Entertainment, Insurance Agencies, Flight Schools, Childcare Institutions, Construction related, Retail Stores, Coffee Manufacturers, Project Based Businesses, etc.
What advice would you give a customer looking to hire a pro in your area of expertise?
Pay attention to detail and interest in the conversation. An accountant should be interested in helping you reach your goals as a business owner. Transparency, honesty and integrity create long-lasting business relationships.
What questions should customers think through before talking to pros about their needs?
What are the financials goals for your business? Are you willing to make commitments to reach those goals? Do you want your accountant to help you?