Certified Public Accountants Services

Paoli & Gruters CPA’s; a member of the FICPA is a full-service firm offering tax planning, tax preparation, accounting and auditing services to a variety of professionals, entrepreneurs, closely-held corporations, partnerships and limited liability companies. We recognize the need for providing innovative advice and practical solutions to the challenges facing businesses as they grow.

Primarily we serve:

  • Professionals, entrepreneurs, closely-held corporations, partnerships, not for profits and limited liability companies in the fields of real estate, real estate related services, home builders, medicine, law and other professional services.
  • High net worth individuals concerned with asset management and retirement planning

Tax Management Services

We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Tax Management Services

At Paoli & Gruters CPA’s, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Entity Selection and Restructuring

With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, Paoli & Gruters CPA’s can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

Political Accounting Services

The firm offers Internet-based bookkeeping that can also meet the requirements of federal and state laws.

Political Accounting Services

Joe Gruters has offered campaign finance reporting services to candidates since 2008. Clients have included Congressman Vern Buchanan, Senator Nancy Detert and others candidates at the State and Federal level. The firm offers Internet-based bookkeeping that can also meet the requirements of federal and state laws. Fees are structured to meet the budget of each campaign.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Paoli & Gruters CPA’s accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

We can set up financial reports for your view to streamline your business and save your valuable time. These reports are important tools that can guide your business in making financial decisions, planning, and evaluating performance.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Accounting system setup and support
  • Cash flow budgeting and forecasting
  • Personal financial statements

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don’t just help you use the software, we help you use it more efficiently and more effectively.

Paoli & Gruters CPA’s offers the following solutions to help meet your QuickBooks needs:

We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Assurance Services

Paoli & Gruters CPA’s assurance services comprise of all three levels of assurance depending on your company’s needs.

Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove errors, ascertaining the validity and reliability of your information.

Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.

Compilations are usually requested for internal purposes and are based upon information provided by a company’s management. They do not offer assurance but may involve some adjustment to accounting records.

Step Up Accountability Report

Step Up For Students

Florida statute 1002.385(8)(e) requires participating schools receiving more than $250,000 in scholarship money during the fiscal year July 1 to June 30 to file an accountability report. This report, which is in the form of Agreed-Upon Procedures must be completed by and independent CPA and submitted to Step Up For Students by September 15.

Paoli & Gruters CPA’s has extensive experience in completing Step Up For Students reports and works with each school to perform and complete testing well before the deadline of September 15.

We offer low fixed fees for this engagement, no hidden surprises, and promise to make it a pleasant experience for your school so you will continue to be eligible to receive funding in the subsequent year.

Applying for a Florida Health Care Licensing Application?

Paoli & Gruters CPA’s is here to help you with the process.  We have a team of professionals ready to assist you throughout the application process and can complete the forms required to obtain a license for a reasonable and affordable fixed flat fee.  Call 941-351-0751 now for more details.

The Florida Agency for Health Care Administration (ACHA) and the Florida Statutes require that each applicant provide the AHCA Proof of Financial Ability to Operate.

This document provides the anticipated revenue and expenditures, the basis for financing anticipated cash-flow requirements, and an applicant’s access to contingency financing.

To establish AHCA proof of financial ability to operate, information is provided in detailed forms and schedules which include the monthly projected summary of revenue and expenses, the monthly projected cash flow statements for 245 months and the two annual balance sheets and detailed footnotes that include summaries of significant assumptions, accounting policies and other informative disclosures as required by Generally Accepted Accounting Principles (GAAP)

To show AHCA proof of financial ability to operate the forms and schedules must accompany any initial or change of ownership (CHOW) application for the following types of health care providers.

  • Adult Day Care Centers
  • Assisted Living Facilities
  • Health Care Clinics
  • Home Health Agencies
  • Home Medical Equipment
  • Hospice
  • Intermediate Care Facilities for the Developmentally Disabled
  • Prescribed Pediatric Extended Care Center
  • Skilled Nursing Facilities

All schedules must be prepared in accordance with generally accepted accounting principles (GAAP).  A Certified Public Accountant (CPA) must compile, examine, or apply agreed-upon procedures to prospective financial statements, including summaries of significant assumptions and accounting policies.

To establish AHCA proof of financial ability to operate each applicant can select the type of financial statement to be given to the Provider.

We can help you with:

  • Preparing the ACHA Proof of Financial ability to operate with compiled prospective (Projected) financial statements that are required to be completed by a Certified Public Accountant for Home Health Agencies.
  • The application process from start to finish
  • Application approval

Why Choose Us

Personal Approach: When you partner with Paoli & Gruters CPA’s, you can expect personal attention and communication with people you know.

Exceed Expectations: At Paoli & Gruters CPA’s, each client counts.  As a result, We will take personal responsibility to ensure deadlines are met and promises are delivered.

One-Stop Shop: Paoli & Gruters CPA’s have solid professional networks that allow access to all the services their clients need.

Cost Savings: You can expect superior quality at reasonable prices and you will never be surprised when you get your bill.

A True Relationship:  We pledge that we will work alongside of you in all aspects of your business and will be there to help when you need it.