Business Details
Trusted Accounting & Bookkeeping Services in Clearwater, FL
Kern & Associates CPA PA has been empowering businesses in Clearwater, St. Petersburg, and surrounding areas for over two decades. Our team of certified professionals specializes in outsourced bookkeeping, QuickBooks consulting, and strategic financial planning tailored to small and growing businesses. As a QuickBooks Certified ProAdvisor, we combine technical expertise with hands-on support to ensure accurate financial reporting and tax compliance. Our proven track record includes securing $1.5 million in financing for clients and developing customized CFO services that drive operational efficiency.We prioritize transparency, personalized service, and cloud-based solutions to help clients focus on growth while maintaining financial clarity. With deep local market knowledge and a commitment to ethical practices, we serve diverse industries including legal services, healthcare, manufacturing, and professional services.
Services
Outsourced Bookkeeping
QuickBooks Consulting
Tax Preparation
CFO Services
Financial Reporting
Payroll Services
Business Advisory
Cloud Accounting
Business Financing
Accounting Systems Setup
Highlights and features
- 20+ years of experience in outsourced accounting and bookkeeping
- QuickBooks Certified ProAdvisor with cloud accounting expertise
- Proven success in securing $1.5M+ in business financing for clients
- Customized CFO advisory services for growing businesses
- Comprehensive tax planning integrated with year-round bookkeeping
Associations and certifications
- QuickBooks Certified ProAdvisor
- CPA (Certified Public Accountant)
What people say
Ongoing support
QuickBooks expertise
Improved cash flow
Secured financing
Sophisticated reporting
Services
Outsourced Bookkeeping
Our outsourced bookkeeping service provides monthly financial management for businesses in Clearwater and Tampa Bay. We handle transaction classification, bank reconciliations, payroll processing, and sales tax reporting while maintaining cloud-based accessibility. Clients receive accurate financial statements and tax-ready records, allowing business owners to focus on growth while we ensure accounting compliance and operational efficiency.
QuickBooks Consulting
As QuickBooks Certified ProAdvisors, we offer comprehensive QuickBooks setup, cleanup, and training services. Our experts customize accounting systems for businesses in various industries, from home-based operations to manufacturing firms. We provide ongoing support for multi-user environments, inventory management, and job costing while ensuring proper financial reporting structures for both management and tax purposes.
CFO Advisory
Our part-time CFO services deliver strategic financial planning for growing businesses. We develop cash flow projections, business plans, and financing strategies tailored to specific growth objectives. This includes working capital analysis, debt restructuring, and lender intermediation services that have successfully secured millions in business financing for clients across multiple industries.
Tax Preparation
We provide year-round tax compliance and strategic planning for businesses and individuals. Our services include quarterly tax estimates, entity structure optimization, and IRS audit preparation. As both bookkeepers and tax professionals, we ensure seamless integration between financial records and tax filings while identifying legal tax reduction opportunities specific to each client's industry.
Business Advisory
Our advisory services focus on operational improvements and financial strategy for small businesses. We offer profitability analysis, working capital optimization, and business process improvements tailored to each client's needs. From startup guidance to business turnaround strategies, our certified professionals provide actionable insights based on decades of experience with local businesses in diverse industries.
People
Jack Kern
CPA
Jack Kern brings decades of accounting expertise to business owners, specializing in outsourced CFO services and business financing solutions. His strategic approach has helped numerous companies secure critical funding and improve financial operations through customized accounting systems and proven financial management techniques.
Marianne Kern
CPA
Marianne Kern provides expert tax preparation and compliance services, leveraging her CPA credentials to optimize clients' financial positions. With extensive experience in both accounting and tax planning, she ensures businesses maintain proper compliance while strategically minimizing tax liabilities throughout the year.
Questions
What accounting services do you offer for small businesses?
We provide outsourced bookkeeping, QuickBooks consulting, CFO advisory services, tax preparation, payroll processing, and business financing solutions tailored to small businesses in Clearwater and Tampa Bay.
Are you certified QuickBooks professionals?
Yes, we are QuickBooks Certified ProAdvisors with extensive experience in system setup, cleanup, customization, and ongoing support for businesses using QuickBooks Desktop and Enterprise Solutions.
How do you help businesses with financing needs?
We develop business plans, structure debt, and act as lender intermediaries to secure financing, having successfully arranged $1.5M+ in funding for growing businesses during critical growth phases.
Do you serve businesses outside Clearwater?
Yes, we serve clients throughout Tampa Bay including St. Petersburg, Largo, Bradenton, and surrounding areas with cloud-based accounting solutions and remote support.
What industries do you specialize in?
We work with diverse industries including legal services, healthcare providers, manufacturers, contractors, retail businesses, and professional service firms across the Tampa Bay region.
How does your outsourced accounting service work?
Clients handle daily data entry while we oversee bookkeeping, make monthly adjustments, and provide financial statements. We also offer full-service options where we manage all accounting functions remotely.
