We help businesses establish pristine financials, lower their taxes and scale their operations, by serving as their outsourced CFO. We're a CPA Near Tampa, Florida that does business tax preparation, bookkeeping services & tax reduction planning.
We help high-growth minded business owners as their outsourced accountant and CFO, to develop a step-by-step path to mitigate taxes, maximize cash flow and scale their business.
Businesses miss out on tax savings & real guidance because typical accountants are either too busy, or ill-equipped to guide them to achieve amazing outcomes in their business.
We handle all the taxes, bookkeeping, accounting and financials so you can focus on what you do best.
We've built an outsourced accounting service that empowers small organizations to focus on what they do best, while work not only handle all the accounting, but we'll help you reduce taxes, improve operations & avoid problems with the IRS.
We Build an Aggressive Tax Reduction Plan
Catchup & Cleanup Your Financials Once-and-for-All
Promptly & Accurately Do Your Bookkeeping
We Guide Growth as an Outsourced CFO
We Track & Measure Your Key Performance Indicators
We Prepare & File Your Taxes
We Build & Implement Improvement Plans
We Build Annual Budgets & Forecasts
We Keep You Compliant with the IRS
We Take Care of Your Payroll & 1099 Contractors
We Guide You in Developing a Strategy & Delivering Results
We’ll scour your tax returns for missed opportunities.
Here's just a handful of our client reviews from around the web.
Name Surname
Position, Company name
Name Surname
Position, Company name
Chase Pettey
Founder, Adventure for All
Whether you're looking for a Tampa, Florida CPA or Accounting firm, or if you're anywhere else in the United States, we'd love to connect with you and see if we can add value to you and your team.
In order to scale, you need a firm foundation of data. We'll cleanup your accounting, ensure you're books are done on time, and guide you to proactively manage your businesses financials in order to achieve your goals.
We ensure businesses don't overpay in tax, and properly invest in the future to achieve their goals. We'll create a strategic plan to invest into the growth of your business and into shareholder's pockets, rather than into unnecessary taxes.
Most small businesses lack the skills and abilities required to scale their business. We help provide guidance, planning & acumen to grow further.
Business owners & their leadership team often get stuck, and we're able to provide perspective to the organization so they can thrive.
We've created an integrated accounting service that delivers massive value, without breaking the bank. We'll focus on helping your business reduce taxes, save time while improving profitability and scalability.
We make it easy to get your bookkeeping, accounting & tax on the right path.
After years of serving corporations and businesses as their finance and project manager, we've developed an approach to help businesses of any size, achieve their goals in a systematic way.
CFO advisory focused on agile and automated process implementation to drive sustainable growth at scale.
Forward looking financial forecast are tracking performance and leading KPIs are driving decision to maximize profitability and growth.
Clean data-driven financials are being used to guide business decisions and pro-active strategies are mitigating costs and building wealth
Assessing where we currently are and our plan to achieve your long-term goals.
It brings me great joy to help impact-driven organizations hit their “peak” performance. I started BluePeak Financial after years of serving and consulting with executives in large fortune 100 companies. I have taken my experience as a certified public accountant and agile project management consultant to develop a framework that delivers accounting, tax & advisory services for small business clients from around the world.
We’ll scour your tax returns for missed opportunities.
