Business Details
Your Trusted CPA in Clearwater, Florida
Kristina Helferty CPA has been a trusted accounting professional for over 25 years, serving clients across diverse industries including construction, healthcare, manufacturing, and real estate. Our Clearwater-based practice combines the personalized attention of a small firm with the expertise typically found in large accounting organizations. We specialize in CFO services, estate planning, financial statement preparation, and business consultation, tailoring solutions to meet each client's unique needs. Our team holds advanced certifications including Certified Public Accountant and Certified Specialist in Estate Planning, ensuring comprehensive expertise in both accounting and strategic financial planning.We empower clients through accessible resources, transparent communication, and proactive financial guidance. With deep roots in Florida's business community, we maintain active memberships in the Florida Institute of Certified Public Accountants and the American Institute of Certified Public Accountants. Our commitment to continuous education ensures clients receive up-to-date advice aligned with evolving regulations and industry best practices.
Services
CFO Services
Estate Planning
Financial Statements
Business Consultation
Tax Preparation
Highlights and features
- 25+ years of experience across multiple industries including construction, healthcare, and real estate
- Certified Public Accountant with specialized estate planning certification
- Active member of Florida Institute of Certified Public Accountants and AICPA
- Personalized service combining small-firm attention with large-firm expertise
- Proactive approach to tax planning and financial strategy development
What people say
Exceptional advice
Timely work
Organized
Very knowledgeable
Highly recommend
Services
CFO Services
Our outsourced CFO services provide strategic financial guidance for growing businesses. We offer financial reporting, cash flow analysis, budgeting, and business strategy development. Our experienced CPAs help companies implement effective accounting systems, manage financial risks, and make data-driven decisions. This service is ideal for businesses seeking high-level financial expertise without hiring a full-time executive.
Estate Planning
Our certified estate planning specialists create comprehensive strategies for asset protection and distribution. Services include trust planning, tax minimization strategies, and incapacity planning. We coordinate with legal professionals to ensure proper documentation and compliance. This service helps clients protect their assets while providing clear guidance for their beneficiaries.
Financial Statements
We prepare accurate financial statements including balance sheets, income statements, and cash flow analyses. Our services ensure compliance with accounting standards while providing valuable business insights. We offer reviews, compilations, and audit preparations to maintain financial transparency. This service supports informed decision-making and meets regulatory requirements.
Tax Preparation
Our tax services cover federal, state, and local tax return preparation for individuals and businesses. We specialize in strategic tax planning to minimize liabilities while ensuring compliance. Services include audit representation and year-round tax advisory. Our expertise helps clients maximize deductions and navigate complex tax regulations.
Business Consultation
We provide expert guidance on business structure selection, financial strategy, and operational efficiency. Our consultation services include entity formation, financial forecasting, and QuickBooks support. We help businesses develop sustainable growth strategies while addressing specific industry challenges through personalized solutions.
People
Kristina Helferty
Certified Public Accountant
With over 25 years of experience, Kristina Helferty is a Florida-certified CPA holding degrees in Accounting and Information Management Systems. She specializes in estate planning and serves local businesses through the Greater Palm Harbor Chamber of Commerce.
Bonnie Sposato
Operations Manager
Bonnie manages day-to-day operations with extensive experience in accounting processes. She supports clients with financial documentation and office management while maintaining efficient practice operations.
Kimberly LaTone
Accounting Specialist
Kimberly handles financial records and client accounts with precision. Her expertise in accounting software ensures accurate financial reporting and supports clients with technical accounting needs.
Colleen Forrise
Client Services Coordinator
Colleen serves as the primary client contact, managing communications and administrative tasks. Her organizational skills ensure smooth client interactions and efficient office operations.
Jill Nettles
CPA Specialist
Jill provides specialized accounting expertise with focus on tax compliance and financial reporting. Her experience supports clients with complex accounting requirements and regulatory compliance matters.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive services including CFO support, financial statements, tax planning, business consultation, and QuickBooks assistance tailored to small business needs.
Do you specialize in any particular industries?
Our team has extensive experience in construction, healthcare, manufacturing, real estate, and nonprofit organizations, offering industry-specific financial expertise.
Are you available for urgent accounting matters?
While we don't offer 24/7 emergency services, we prioritize client needs during business hours and provide timely responses to urgent requests.
What estate planning services do you provide?
We offer trust planning, tax minimization strategies, incapacity planning, and coordination with legal professionals to create comprehensive estate plans.
How do you handle tax audit representation?
We provide full audit support including documentation preparation, IRS communication, and representation during audit proceedings to protect your interests.
Can you help with QuickBooks accounting software?
Yes, we offer QuickBooks training, system setup, and ongoing support to help businesses maximize the software's capabilities for their specific needs.
