Fisher, P.A.

Get accurate financial records, timely reporting, and expert accounting support while reducing internal workload and overhead.

Gain timely financial insight, stronger oversight, and flexible controller expertise without the cost of a full-time hire.

Gain fractional financial leadership, clearer insight into performance and cash flow, and planning support without a full-time CFO.

Use strategic guidance, industry expertise, and integrated business support to adapt to change, improve operations, and plan for growth and succession.

Gain clearer performance insights, improve financial planning, and make informed changes that support business growth and success.

Meet tax obligations, identify tax-saving opportunities, and plan confidently for future financial and business goals.

Outsourced accounting services

Fisher, P.A. provides tailored monthly accounting support for businesses, from startups to established middle-market companies. Services include transaction entry, account setup, reconciliations, month-end close, financial statement preparation, and tax planning and compliance. Businesses can use the service to complement an existing accountant or bookkeeper or as their full accounting operation. Support is customized to business needs, industry, ownership, and financial plans.

Category: Accounting Services

• Match Support To Your Needs
  Choose accounting support designed around your business, either alongside existing staff or as a full accounting operation.
• See Clearer Financial Results
  Review organized information about financial performance, balances, trends, and unexpected activity to support timely decisions.
• Verify Account Balances Monthly
  Identify discrepancies, missing transactions, unusual charges, and inaccurate balances through monthly reconciliation.
• Plan For Tax Requirements
  Connect tax planning to accounting activity and prepare financial information with business tax compliance requirements in mind.
• Keep Financial Records Organized
  Record transactions and organize accounts to support consistent financial records and reporting.
• Close Your Books Each Month
  Bring records up to date to support regular financial statement preparation and review.
• Apply Relevant Industry Insights
  Receive accounting guidance informed by your industry and business needs.
• Strengthen Financial Oversight
  Professional review can help identify errors and support internal controls, including when a business retains staff for payables or receivables.
• Adjust Support As You Grow
  Scale accounting support as needs change, whether you require help with selected functions or an external team to handle the operation.
• Access Accounting Tools Securely
  Use a secure client portal and cloud-based accounting software to access accounting information and share documents.
• Get Ongoing Accounting Support
  Stay connected through phone and email support and scheduled quarterly check-ins.

Outsourced Controller Services

Fisher, P.A. provides outsourced financial controller support on a fractional basis. Services include 12-month forecasting, customized management reports, KPI tracking, cash flow reporting, tax planning and projections, scheduled monthly meetings, and phone and email support. The team can also prepare accounts receivable aging reports, managerial cost reports, and pricing analyses. Services are tailored to business and industry needs and can work alongside a client’s existing accountant or bookkeeper.

• Strengthen Financial Oversight
  Add professional oversight of financial operations, accounting systems, budgets, and transaction processes to help reduce the risk of mismanagement, fraud, and errors.
• Improve Financial Visibility
  Use tailored reports to review performance, receivables, costs, pricing, and business opportunities or challenges.
• Track Goals And Performance
  Monitor key indicators and progress against business goals using planning support and tailored reports.
• Plan Cash Flow And Growth
  Use forward-looking forecasts and cash flow reports to understand financial needs and plan as business conditions change.
• Scale Controller Support
  Access controller expertise without hiring a full-time employee, with support that can change as business needs evolve.
• Prepare For Tax Obligations
  Consider tax implications while managing business finances through ongoing tax planning and projections.
• Tailor Reports To Your Industry
  Receive controller support and reporting customized to the financial needs of the business and its industry.
• Access Timely Financial Data
  Technology-enabled reporting and KPI tracking provide timely financial information to monitor performance and support decisions.
• Stay Connected With Your Team
  Discuss financial information through scheduled meetings and phone or email support while coordinating with existing accounting support.

Outsourced CFO Services

Fisher, P.A.’s outsourced CFO services provide fractional financial leadership tailored to business needs and growth. Services include financial forecasting, customized reporting, cash flow reporting, KPI tracking, planning sessions, and strategic guidance. Additional support covers budget-to-actual and break-even analysis, cost management, debt planning, tax optimization, resource planning, and succession, merger, and acquisition planning. Monthly meetings and phone and email support help clients review progress and make informed decisions. Support can be scaled as a business grows and can complement an existing accountant or bookkeeper.

• Forecast Cash Needs And Manage Cash Flow
  Use forward-looking forecasts and cash flow reporting to understand upcoming financial needs and the potential effects of business decisions.
• Set Goals And Plan Strategic Actions
  Work through financial goals and strategies with CFO-level guidance, then monitor progress and use performance information to inform future plans.
• Track Performance With Tailored Financial Reports
  Review customized reports, KPI tracking, and departmental project performance to understand progress and business results.
• Access CFO Expertise As Your Business Grows
  Adjust financial leadership as business needs and complexity change without hiring a full-time CFO.
• Compare Budgets And Identify Break-Even Points
  Review departmental performance against budgets and understand when revenue covers expenses to inform spending and sales decisions.
• Assess Costs And Focus On Profitable Offerings
  Review the costs and profitability of clients, products, and services to inform decisions about where to focus and how to manage costs.
• Identify Tax Savings And Plan Ahead
  Review tax planning opportunities, deductions, and credits to help manage tax liabilities and support compliant financial planning.
• Monitor Financial Risks And Plan Responses
  Identify potential financial risks and develop mitigation strategies to help the business prepare for uncertainty.
• Plan Business Transitions And Transactions
  Include succession, merger, and acquisition considerations in financial planning for important business transitions and transactions.
• Plan Debt Use And Reduce Obligations
  Evaluate debt as part of business growth and financial planning, including plans for reducing obligations.
• Plan Resources Around Business Needs
  Use resource planning as part of financial oversight to align resources with operational and strategic needs.
• Get Ongoing Guidance And Executive Feedback
  Discuss financial matters through meetings and phone or email support, with access to unbiased feedback and assistance on confidential issues.

Business Advisory Services

Fisher, P.A. provides entrepreneurs and businesses with strategic advisory services using real-time data and accounting insights. Support includes evaluating business legal and tax structures, startup and best-practices consultation, accounting technology implementation, and succession planning. The team also helps set goals, track progress, and address business and industry challenges. Startup support can establish recordkeeping and financial systems, address tax and regulatory requirements, and prepare the business for growth. Technology services help select, implement, and integrate software with accounting systems. Succession planning considers ownership transitions, business value, and related financial and operational factors.

Category: Business Strategy Consulting

• Evaluate Scenarios And Map A Path Forward
  Review possible transition scenarios and develop a guide aligned with the owner’s priorities and desired outcome.
• Protect Business Value And Owner Wealth
  Plan ahead for a transition to support business value and the preservation and enhancement of the owner’s wealth.
• Make Informed, Timely Business Decisions
  Use real-time data and strategic insights to respond to trends or changes and adjust business plans.
• Evaluate Structures And Tax Considerations
  Assess business structure options, compliance, and tax considerations to support informed choices and business setup.
• Establish Financial Systems For Growth
  Set up organized records and accounting processes early to support tax preparation and accommodate growth.
• Address Startup Tax Compliance Requirements
  Get guidance on state, federal, and multi-state tax requirements, including sales tax and payroll tax obligations.
• Plan Ownership And Leadership Transitions
  Consider who may take ownership or leadership roles and the employment needs associated with the transition.
• Assess Financial Impacts And Risks
  Evaluate how succession choices may affect cash flow, taxes, business entities, and risk.
• Understand Performance And Planning Opportunities
  Use financial information to understand business performance and identify financial and tax planning opportunities.
• Integrate Systems And Streamline Processes
  Connect accounting and operational technologies, reduce duplicated work, preserve data integrity, and support more efficient processes.
• Gain Real-Time Business Visibility
  Use KPI and real-time reporting to improve visibility into business numbers and support decisions about the company’s direction.
• Assess Business Value And Marketability
  Consider the business’s value and marketability as part of planning for a transition or potential sale.
• Prepare For A Sale Or Exit
  Consider exit strategies and prepare for a sale with a transition plan that may cover successor training and legal documents.
• Support Tax Returns With Documentation
  Organize supporting records for tax preparation and to respond if the IRS questions a return.
• Set Goals And Track Progress
  Use strategic guidance, reports, and measurement tools to monitor business goals and identify areas that may need attention.
• Apply Industry-Specific CPA Expertise
  Draw on CPA experience across business accounting, financial advising, and tax to receive guidance informed by industry needs.
• Review Retirement And Benefit Options
  Consider retirement plans, life insurance, benefit options, and compensation as part of preparing for a business transition.
• Address Family And Entity Considerations
  Factor family-business harmony and the effects of business entity choices into succession planning.
• Monitor And Review The Plan
  Review the succession plan over time as part of developing and maintaining a transition strategy.
• Plan Startup Administration And Credit
  Get direction on contractor reporting, payroll, and building business credit.
• Provide A Financial Roadmap For Successors
  Maintain organized financial information that can help a successor understand the business’s financial affairs.

Business improvement services

Fisher, P.A. provides strategic advisory support to business owners with limited time for planning alongside daily operations. The team helps capture and analyze business data, refine growth plans, identify relevant performance indicators, and monitor progress. Services can include forecasting and analysis of sales, margins, cash flow, receivables, payables, inventory, loan covenants, and payroll, as well as financial guidance during business emergencies.

• Refine Growth Plans
  Use analyzed business data and strategic advice to clarify growth plans and identify changes that can support business success.
• Monitor Business Goals
  Measure progress with business-specific KPI dashboards, regular reviews, and comparative information.
• Track Gross Margins
  Review margins across products, services, customers, or jobs, identify causes of erosion, and consider corrective changes.
• Forecast Cash Flow
  Plan for future cash needs by assessing projected balances, seasonal shortfalls, borrowing requirements, and available credit.
• Review Sales Forecasts
  Compare sales projections with actual performance and updated information to assess whether forecasts remain realistic.
• Improve Receivables Planning
  Anticipate seasonal changes, assess receivables against benchmarks, and identify possible updates to credit and collection policies.
• Resolve Payment Issues
  Review accounts payable problems and develop a plan to address current issues and help prevent future ones.
• Plan Inventory Needs
  Estimate inventory requirements and review financing options from suppliers, local banks, and commercial lenders.
• Monitor Loan Covenants
  Track loan requirements against forecasts and plan for likely breaches, including restoring compliance or renegotiating with a lender.
• Review Payroll Costs
  Compare payroll with industry benchmarks and review healthcare expenses, retirement plans, and other employee benefits.
• Navigate Financial Emergencies
  Receive financial advice from a team familiar with the business when unexpected events require difficult financial decisions.

Tax Compliance & Planning Solutions

Fisher, P.A. provides customized tax compliance and planning for individuals, businesses, families, trusts, and estates. The team prepares tax returns and helps clients meet federal, state, and local requirements, plan for financial goals, identify tax opportunities, and respond to audits. Services include business and individual tax preparation, multi-state filings, estimated tax calculations, trust and estate compliance, family financial planning, and audit representation. Plans are tailored to each client’s circumstances, and the firm can coordinate with an existing CPA.

• File Business Taxes Accurately
  Get tax preparation and filing support for several business entity types, with attention to applicable tax rules and reporting requirements.
• Plan For Tax And Financial Goals
  Consider current tax opportunities and future financial goals through a tailored plan and CPA review.
• Prepare Individual Returns With Care
  Receive individualized 1040 preparation, an accuracy review, and support with tax questions and planning needs identified during preparation.
• Manage Trust And Estate Tax Matters
  Get support with trust and estate filings, fiduciary accounting, and tax planning tailored to individuals, trustees, executors, and beneficiaries.
• Identify Applicable Tax Opportunities
  Review potential deductions, credits, incentives, and carryover tax items based on the client’s circumstances and applicable rules.
• Coordinate Family Financial Plans
  Bring family wealth management, business success planning, and retirement planning together in a coordinated service.
• Navigate Multi-State Tax Filings
  Get assistance addressing filings and compliance requirements when a business operates across multiple states.
• Calculate Estimated Tax Payments
  Get support calculating and managing quarterly estimated tax payments as part of business tax compliance.
• Receive Support During Tax Audits
  Work with a CPA for representation in tax audits and inquiries involving business, individual, or sales tax returns.
• Review Returns Before Filing
  Have an individual return reviewed for accuracy before filing, with prior-year returns available for review as part of an engagement.
• Get Tax Support Throughout The Year
  Access support for tax questions beyond filing season and receive follow-up on planning needs identified during preparation.
• Coordinate With Your Current CPA
  Work with an existing CPA during a transition, with coordination intended to help make the change smooth.