Miami Tax & Financial Services

Need accurate bookkeeping, tax planning, or certified financials in Miami?

Florida combines a dynamic business ecosystem with complex state and local tax laws—making professional financial support essential as companies scale.

These top-tier CPA firms, accounting specialists, and audit advisors help Miami founders stay compliant, investor-ready, and financially organized.

Accounting (CPA) Specialists

Grant Thornton – Miami

A leading global firm with a significant presence in the Brickell financial district. Grant Thornton provides a full range of assurance, tax, and advisory services, assisting mid-market companies scaling nationally or dealing with complex international and multi-state tax issues.

 Great for: Growth-stage companies preparing for M&A, securing institutional investment, or those with significant international tax reporting requirements.

Kaufman Rossin

One of the largest independent accounting and advisory firms in Florida. Known for deep technical knowledge in tax and audit, they specialize in serving high-net-worth individuals, international businesses, and private equity-backed companies. They offer sophisticated tax planning tailored to Miami’s unique global wealth landscape.

Great for: Established private companies, international entrepreneurs, and family offices requiring expert tax structuring.

Gerson Preston

A premier Miami-based firm that delivers high-caliber solutions to small and mid-sized businesses (SMBs). They focus heavily on proactive tax strategy and specialized accounting for tech, real estate, and international trade, providing hands-on service for South Florida entrepreneurs.

Great for: Tech founders, closely-held businesses, and entrepreneurs seeking a strategic, personalized CPA relationship.

Audit Specialists

RSM US – Miami

A global network specializing in serving the “middle market,” providing extensive assurance and consulting services to public and private businesses. Their Miami office offers deep expertise in regulated industries and provides formal audits required by lenders and the SEC.

Great for: Established private and public middle-market businesses requiring robust audit services and risk management.

Berkowitz Pollack Brant (BPB)

Integrated Audit, Tax, and Advisory Services BPB is one of the largest and most respected CPA firms in the Southeast, with a flagship office in downtown Miami. They are known for their deep technical knowledge and a client-first approach, maintaining a strong reputation for reliability and independence. They specialize in high-stakes audits for private companies and sophisticated real estate groups because they prioritize transparency and accuracy.

Great for: Middle-market companies, complex real estate investors, and businesses requiring credible, high-rated audit and assurance services.

Kabat, Schertzer, De La Torre, Taraboulos & Co. (KSDT)

A highly-regarded local CPA firm in Miami known for its strong presence in middle-market audits and advisory. They have a dedicated focus on assurance services, offering credible and independent financial reporting tailored to businesses subject to regulatory oversight.

Great for: Local middle-market businesses, real estate groups, and firms requiring credible compliance audits.

Looking for personalized tax planning or certified financials in Florida? Hustler’s Library can match you with the right advisor. Book a consultation now to schedule a free intro.

Miami Accounting & Audit FAQ

Most founders bring in a CPA when revenue becomes predictable or when they begin planning for expansion, taxes, loans, or investor conversations. Auditors are typically required when lenders, grant programs, investors, or regulatory agencies need certified financial statements.

 

CPAs in Miami commonly charge flat monthly packages for bookkeeping and advisory. Audits are priced by scope and business size. Because Miami is a top-tier financial hub, rates for specialized international expertise command a premium.

Not usually. However, they are required if you’re pursuing certain types of bank lending, seeking venture capital, entering government contracting, or operating in highly regulated industries like fintech.

  • How often will we meet and review financials?

  • What software systems do you recommend?

  • How do you support businesses during tax season?

  • What parts of my business pose potential compliance risks?