The LBA Group was founded in 1966 and has since grown into the largest locally owned CPA and consulting firm in Northeast Florida. Our story is pretty simple - we love what we do and those we do it for. We make it our business to really know our clients.
Whether that means knowing their plans for the future of their business, personal retirement goals, the best way to fund their children's education, or even if and/or when to make a real estate purchase, our clients know they can count on us to help guide them through the process.We work with privately owned businesses, family owned businesses, professional service firms, healthcare providers, not for profit organizations and high net worth individuals.
We build strong, trusting and long-term relationships with the ownership and management teams within our clients' businesses and we have learned over the last 50 years of serving the Jacksonville community that THAT is what makes us different.
Whether that means knowing their plans for the future of their business, personal retirement goals, the best way to fund their children's education, or even if and/or when to make a real estate purchase, our clients know they can count on us to help guide them through the process.We work with privately owned businesses, family owned businesses, professional service firms, healthcare providers, not for profit organizations and high net worth individuals.
We build strong, trusting and long-term relationships with the ownership and management teams within our clients' businesses and we have learned over the last 50 years of serving the Jacksonville community that THAT is what makes us different.
Services
Our Philosophy
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Our philosophy at The LBA Group is to be passionate about what we do and who we do it for.
We are dedicated to the success of our clients and work tirelessly on their behalf.
We have also made a dedication to ourselves and to our clients to remain a Jacksonville firm.
This ensures that when our clients need us, we are right here - not in any other city or state.
While remaining a local firm is a priority for us, we are also committed to attracting and retaining elite talent among our professional staff.
We are dedicated to the success of our clients and work tirelessly on their behalf.
We have also made a dedication to ourselves and to our clients to remain a Jacksonville firm.
This ensures that when our clients need us, we are right here - not in any other city or state.
While remaining a local firm is a priority for us, we are also committed to attracting and retaining elite talent among our professional staff.
Services
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The LBA Group provides accounting, consulting and wealth advisory services to closely-held businesses, professional services firms, physician and dental practices, not-for-profit organizations and high net worth individuals throughout Jacksonville, Northeast Florida and beyond.
We pride ourselves on our ability to holistically serve our clients with their overall financial goals.
As a full-service provider of tax, accounting, consulting, financial planning and wealth management services, our clients count on us to advise them as a coherent team.
We pride ourselves on our ability to holistically serve our clients with their overall financial goals.
As a full-service provider of tax, accounting, consulting, financial planning and wealth management services, our clients count on us to advise them as a coherent team.
Accounting
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The LBA Group is the largest, locally owned certified public accounting firm in Northeast Florida.
As Jacksonville's leading edge CPA firm, we are able to attract and retain highly experienced and proficient tax, audit and consulting professionals.
Through our exclusive geographic membership in two of the leading international alliances of accounting and consulting firms in the world ~ BKR International and LEA Global/Leading Edge Alliance ~ The LBA Group is able to provide local, personalized attention with national and international capabilities.
As Jacksonville's leading edge CPA firm, we are able to attract and retain highly experienced and proficient tax, audit and consulting professionals.
Through our exclusive geographic membership in two of the leading international alliances of accounting and consulting firms in the world ~ BKR International and LEA Global/Leading Edge Alliance ~ The LBA Group is able to provide local, personalized attention with national and international capabilities.
Consulting
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Our clients count on us for far more than traditional accounting services.
They expect us to know their business inside and out and to have the knowledge and guidance necessary to assist in making the right decisions.
While some of The LBA Group's consulting services are very specific to businesses within certain industries, others are relevant to any type of business.
The LBA Group is well known in Northeast Florida as a leading provider of consulting services to physician practices, hospitals and hospital-owned physician groups.
They expect us to know their business inside and out and to have the knowledge and guidance necessary to assist in making the right decisions.
While some of The LBA Group's consulting services are very specific to businesses within certain industries, others are relevant to any type of business.
The LBA Group is well known in Northeast Florida as a leading provider of consulting services to physician practices, hospitals and hospital-owned physician groups.
Wealth Management Process
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Our Wealth Management Process is designed to focus on the track that is most important to you.
Some clients want to concentrate on their investments first, then work on their overall planning.
Others are more interested in the direction and want to get a retirement or income plan in place, then work on their investment approach.
Discovery Meeting: Your relationship with us will begin with a Discovery Meeting - this is where we learn about each other, discuss values and goals, and determine if we are a good fit to work together.
Some clients want to concentrate on their investments first, then work on their overall planning.
Others are more interested in the direction and want to get a retirement or income plan in place, then work on their investment approach.
Discovery Meeting: Your relationship with us will begin with a Discovery Meeting - this is where we learn about each other, discuss values and goals, and determine if we are a good fit to work together.
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