Jupiter 801 Maplewood Drive. Ste 3 Jupiter, FL 33458 (561) 746-2668 2875 S. Ocean Blvd, Ste 200 Palm Beach, FL 33480 561–354–5537
Empowering Your Business with
Strategic Financial Solutions –
Precision, Clarity, and Growth, All Virtually at Your Fingertips.
Welcome to Pinnacle Tax of Jupiter! At Pinnacle Tax of Jupiter, we understand that managing your business’s finances can be both complex and time-consuming. That’s why we’re here—to take the financial burden off your shoulders and help you focus on what you do best: running and growing your business.
Who We Are
We are a team of experienced financial professionals, including certified virtual CFOs and skilled bookkeepers, dedicated to providing comprehensive and tailored financial solutions for small to mid-sized businesses. With a combined 40 years of experience in finance, accounting, and business strategy, we bring a wealth of knowledge and expertise to every client we serve.
How We Work
01
Strategic financial planning, budgeting, forecasting, and advisory services to guide your business toward growth and success.
02
Accurate and timely recording of financial transactions, managing accounts payable and receivable, and ensuring compliance with financial regulations.
03
Detailed financial statements and reports to give you a clear picture of your business’s financial health.
Have Questions?
Bookkeeping involves the systematic recording, organizing, and tracking of financial transactions. It’s crucial for maintaining accurate financial records, which are essential for managing cash flow, preparing financial statements, and complying with tax regulations. Good bookkeeping helps you make informed business decisions and ensures your financial data is accurate and up to date.
Daily transaction recording.
Managing accounts payable and receivable
Bank and credit card reconciliation
Financial statement preparation
Payroll processing
Expense tracking and reporting
Tax preparation and planning
We use advanced accounting software and adhere to strict accounting standards to ensure accuracy. Additionally, we implement robust data security measures, including encryption and secure access protocols, to protect your financial information.
We provide financial reports on a frequency that suits your needs—monthly, quarterly, or annually. You can also request reports on an as-needed basis to support your decision-making processes.
Yes, we work with businesses of all sizes, from small startups to mid-sized companies. Our services are tailored to fit the specific needs of your business, ensuring you receive the support and expertise required.
Virtual bookkeeping means we manage your financial records remotely using secure online tools and software. You provide us with the necessary financial data, and we handle the bookkeeping tasks from our end. This setup allows for flexibility and efficiency, reducing the need for physical office visits.
Have additional questions?
We’re here to help. Let’s talk.