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Advantage Accounting & Tax: Empowering South Florida’s Small Businesses

In the dynamic landscape of South Florida’s business community, Advantage Accounting & Tax has emerged as a beacon for small enterprises seeking comprehensive financial solutions. Founded in 1984 in Boca Raton, Florida, the firm has steadily grown, now serving clients nationwide while maintaining a strong local presence.

Small business accounting and financial advisor

A Commitment to Small Business Excellence

Advantage Accounting & Tax specializes in providing tailored services to small business accounting services, particularly for companies with 5 to 50 employees. Their offerings include accounting, tax preparation, payroll management, and strategic business consulting. By focusing on this niche, the firm ensures that entrepreneurs receive personalized attention and custom solutions that drive growth and compliance.

Leadership Rooted in Experience

“Our mission is to deliver high quality accounting and tax services with efficiency and consistency,” says CEO Kash Sharfi, a Harvard Business School alumnus and licensed CPA with over 30 years of experience. “We believe that by helping entrepreneurs build their dreams, we will accomplish our own.” These values are the core of their small business CPA experts approach.

Embracing Technology and Transparency

In an era where technology drives results, Advantage Accounting & Tax has integrated advanced systems to streamline service delivery. Clients benefit from fixed weekly pricing, providing clarity for cash flow and budgeting. Each client is matched with a dedicated accountant, allowing for consistent communication and a deep understanding of their unique financial landscape through their small business bookkeeping services.

Accounting firm meeting with small business owner

Recognized Trust and Integrity

The firm’s reputation extends beyond testimonials. Tim Nolan, former President of the Professional Association of Small Business Accountants (PASBA), shared,
“Advantage Accounting & Tax is greatly respected and trusted within our national association. They are forward thinking in their vision, mission, and core values. They are all about serving the small business owner.”

With an A rating from the Better Business Bureau, their trusted CPA firm reputation continues to grow, despite not currently being accredited due to advertising substantiation requirements.

Core Values Driving Success

Advantage Accounting & Tax operates on a clear foundation of values:

Communication – Ensuring timely and respectful interactions with clients and team members
Collaboration – Working together to solve challenges and advance progress
Integrity – Building relationships based on trust and results
Best Practices – Following proven methods that deliver dependable outcomes

These principles guide their daily operations and strategic vision, reinforcing their position as a leading small business tax advisor.

small business tax advisor

Looking Ahead

As they continue to expand, Advantage Accounting & Tax remains focused on empowering small businesses through expert financial services. Their personalized approach, technology adoption, and unwavering professionalism position them as a top CPA and accounting firm for entrepreneurs navigating today’s financial landscape.

To learn more or schedule a consultation, visit advantage.cpa or call 855 833 3CPA.

Dan Serres

View all posts by Dan Serres

When I'm not chasing after my two little boys (ages 1 and 2) or stepping on toy dinosaurs, I'm on a mission to make it easier for people to find a truly great accountant. As a devoted dad and digital strategist, I understand the value of time, trust, and straight answers, whether it’s raising kids or managing finances. I bring that same energy to helping individuals and businesses connect with accounting professionals who actually make a difference. If you're looking for someone who knows the power of a good referral (and a good nap), you're in the right place.

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