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CPA, Tax Accountant & Bookkeeping Near Sarasota Florida

CPA Near Sarasota, Florida - BluePeak Financial Tax & Accounting

We're BluePeak Financial, a CPA near Sarasota, Florida, specializing in taxes, bookkeeping, payroll and advisory for small business

Proactive Approach

You deserve a highly engaged tax accountant and bookkeeper.

Aggressive Tax Reduction Planning

We'll make sure you never overpay in tax & do everything possible to reduce your taxes.

Sarasota Tax Accountant

We're passionate about serving our local Sarasota, Florida businesses, connect to see if we're a fit.

Innovative Accounting Solutions for Your Business

Leading CPA Near Sarasota FL

Our innovative and dynamic accounting solutions help you save time and money, while providing insights and guidance you need to succeed.

From budgeting to cash flow analysis, we help you make smart financial decisions.

Schedule a FREE Tax
Overpayment Analysis.

We’ll Scour Your Tax Returns for Missed Opportunities.

Proactive Business Tax Return Preparation

As a small business owner, you have a lot on your plate, and that's why at BluePeak Financial, we take care of your tax returns so you can focus on taking care of your business.

We serve as your business tax specialist by proactively preparing your tax returns, whether you're an LLC or S-Corporation.

Our expert team of CPAs is dedicated to helping you reach the summit by proactively planning for your taxes all year round.

We help your business take advantage of every opportunity to reduce what you owe and maximize your tax savings.

Focused Helping Reducing Your Taxes and Saving Your Time

At BluePeak Financial, we are focused on reducing your taxes and saving your time.

You don't need to be an expert in order to prioritize your business's finances.

We handle that for you.

As your outsourced accountant, we provide you with a deep understanding of your finances, mitigate your taxes, and ensure you don’t pay a penny more.

More Than Once a Year Tax Help

Our proactive tax planning services help you stay ahead of the game year-round.

We work with you to develop a customized and dynamic tax strategy that is tailored to your unique business needs.

We stay by your side every step of the way, taking advantage of every tax opportunity and helping your Sarasota, Florida, business thrive without worrying about the IRS.

Overcome Complex Challenges & Seamless Execution

Get Expert Project Management for Your Business

Our Agile Project Managers are experts in their field with years of experience managing complex projects throughout Florida.

With BluePeak Financial, you gain access to a highly skilled team of professionals.

We can help you overcome project-related challenges and ensure they are seamlessly executed.

Ensure Growth with an Outsourced CFO

At BluePeak Financial, we go above and beyond by providing expert guidance and insight into your financial standing.

We create pristine financials by managing your taxes, payroll, and bookkeeping.

Our certified public accountants use that data to create aggressive growth plans to improve your Sarasota, Florida, business's scalability and bring you to the next level.

Scale Your Business With Confidence

By developing strategic financial paths that take into account your individual business needs and goals, we can properly manage your cash flow, forecast your business decisions, and forecast your ROI.

We optimize your profitability and track your performance with key performance indicators (KPIs).

At BluePeak Financial, we believe in proactive planning for tax reduction and meeting with you quarterly to guide investment decisions.

We focus on tax mitigation, building and implementing improvements plans, and reporting annual budgets and forecasts.

Our team delivers results through AGILE project management, ensuring that your Sarasota, Florida, business is on the right track to success.

By outsourcing your CFO services to BluePeak Financial, you'll gain access to expert financial guidance and insight that can help you build a scalable, profitable business.

Choose BluePeak Financial as your outsourced CFO, accounting, bookkeeping, and all-in-one tax team and start ensuring growth today.

Our Journey to Achieve the Growth YOu Dreamed Of

Our process to empower business owners with easy decisions that drive profitable growth.


Learn more about our small business services.
CPA Near Tampa Florida & St. Petersburg Accounting Firm.

Outsourced CFO

We help you invest in your business's future by acting as your CFO to guide you with shrewd financial and operational decisions.

Tax Reduction Planning

We work on your taxes all year so we can proactively leverage strategies that will ease your tax burden and keep you from over paying.

Business Tax Returns

We do more than file your taxes. Our team adds value to your business by doing tax reduction planning year round so as to decrease your tax burden.

Bookkeeping Services

We go further than your average bookkeeper and add value to your business by keeping tax reduction in mind as we work on your books year round.

Payroll Services

While you focus on running your business, we set up 1099 employees and contractors for you so adding to your team is hassle free.

Agile Project Manager

We implement a framework designed to bring clarity to your project through strategic objectives that optimize the output of working teams.