Management accounting helps organizations improve their ability to control costs and plan for the future through financial forecasts. It also focuses on providing reports to ensure comprehensive management oversight.

As a small business owner, you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.

  • Bank, Credit Card and POS Reconciliation
  • Real Time Bookkeeping
  • Real Time Bookkeeping
  • Monthly Accounting
  • Accounts Receivable Management
  • Sales Tax Processing
  • Financial Statements Preparation
  • Cash Flow Management
  • Budget Preparation


Growing businesses often reach a point where they need professional financial advice, but can't afford a full-time CFO or controller.

Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.

The cost of hiring a full-time CFO can range from $60,000 to over $100,000 per year plus bonuses and benefits. Our Part-Time CFO services provides you with experienced support at a small fraction of that cost.

  • A professional who establishes strong financial controls in your business to reduce employee theft and increase profits.
  • Training and managing your accounting staff.
  • Improved quality and timeliness of financial information.
  • Budget preparation and monitoring.
  • Profitability analysis by service or product line.
  • Tax saving strategies.
  • Trend analysis.
  • Assistance in defining long-range plans and the quantification of goals.
  • Cash management.
  • Liaison with bankers, attorneys, vendors, insurance agents, etc.


A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business. Success lies in the approach you choose to take. We help you avoid the common pitfalls that many new small business owners make when starting their new venture.

We help you..
  • Selection of entity
  • Conduct name search
  • Preparation of Articles of Incorporation or Agreement.
  • Apply for your Federal ID Number
  • Register for Sales Tax (if applicable)
  • Business book
  • Prepare and file all required state and local licenses and permits.
  • Prepare an initial business plan to clarify your marketing, management, and financial plans.
  • Determine your start-up capital needs


Notary services may be performed in ur location anytime, 7 days a week. Feel free to call us and make an appointment today. The following are just a few of the documents that can be notarized and/or apostilled:

We help you..
  • Legal documents
  • Oaths & Affirmations
  • Acknowledgments
  • Affidavits
  • Living/Last Will
  • Certify Copies
  • VIN Verifications
  • Power of Attorney


When it comes to paying employees, laws and the IRS have made the payroll function a time consuming nightmare for the small business owner.

Small business owners spend an average of eight hours a month performing payroll functions. That's 12 full days a year that could be spent generating sales, prospecting new business opportunities, improving products or services, or servicing customers.

We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company

Services for Florida Business:
  • Payroll processing
  • Direct deposit
  • 941, 940, RT-6
  • 1099 and 1096 summary
Services for Puerto Rico Business:
  • Payroll processing
  • 941, 940, 499 Withholding
  • Unemployment and Disability
  • Chauffer's Insurance
  • W-2 and W-3 summary
  • 480.6A, 480.6B, 480.6C, 480.6D
  • 480.7, 480.7A, 480.7B and 480.7C
  • 944-PR Fondo de Seguro Estado CFSE
  • Flexible Christmas Bonus calculation


Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

For Individuals:
Services for Florida
  • Form 1040 and schedules
Services for Puerto Rico
  • Form 1040PR
  • Individual Income Tax Return
  • Unemployment and Disability
For Business:
Services for Florida
  • Forms 1120, 1120S and 1065
Services for Puerto Rico
  • Forms 480.2 to 480.20 (corporate tax returns)


Profitcare Advisors has the complete experience to complete financial services which complement the management program. The strength and competence of this management team consistently sets them apart from the rest, working with some of the most established associations, developers and financial institutions.

Accurate financial statements are an imperative part of a client’s ability to effectively make the appropriate decisions in the best interest of their property.

Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

  • Billing (Assessments)
  • Monthly Accounting Services
  • Monthly Bank Reconciliation
  • Accounts Receivable Management
  • Accounts Payable Monthly Management
  • Monthly Payments Preparation
  • Monthly Financial Statements
  • Annual Financial Statements
  • Assistance in Budget Planning
  • Analysis of the Previous Year’s Expenses
  • Forecasting Future Trends


Financial institutions and Private Lenders that make asset-based and inventory-based loans need to know their interests are protected. Perez-Bello Group, LLC represents our clients in the pre-approval stage by working with their customers to quickly and accurately identify the portion of a company’s assets that can form the basis for loan repayment.

Perez-Bello Group, LLC can also act as your auditing arm with clients once you’ve made a loan. We draw on our extensive experience to audit the term sheets of your asset-based lending customers. Our examinations zero in on what is most important to you as a lender, including but not limited to:

  • Adequacy of a company’s financial statements
  • Quality of record keeping
  • Accounts receivable
  • Customer concentration
  • Foreign receivables
  • Inventory counts and valuation


Audit - Highest Level of Assurance

An audit provides the highest level of assurance. An audit is a methodical review and objective examination of the financial statements, including the verification of specific information as determined by the auditor or as established by general practice.

An Audit allows you to...
  • Satisfy stakeholders such as employees, customers, suppliers and pressure groups, as well as the investing community, as to the credibility of published information.
  • Facilitate the payment of corporate tax, goods and services tax, and other taxes on-time and accurately, thereby avoiding interest, penalties, and investigations.
  • Comply with banking covenants.
  • Help deter and detect material fraud and error.
  • Facilitate the purchase and sale of businesses.
Review - Limited Assurance

Less extensive than an audit, but more involved than a compilation, a review engagement consists primarily of analytical procedures we apply to the financial statements, and various inquiries we make of your company's management team. If the financial statements or supporting information appear inconsistent or otherwise questionable, we may need to perform additional procedures.

Compilation - Lowest Level of Assurance

In compiling financial statements for a client, we present information that is the "representation of management" and expresses no opinion or assurance on the statements. Compilations don't require inquiries of management or analytical procedures. Instead, we rely on our knowledge of accounting principles and a general understanding of your business. Banks often require compilations from an independent CPA as part of their lending covenants.


Perez-Bello Group, LLC audit begins with meeting standard premium audit practice industry standards. Then, we design a client book outlining your special requirements and the choice of standard or custom forms. A skilled professional will then examine policyholder records on location to gather critical facts for all types of coverages. While on-site, the premium auditor will observe the business and complete a detailed description of operations in their completed report

  • Workers Compensation
  • Assigned Risk Business
  • General Liability
  • Auto Fleet
  • Garage Liability


As a experts in the hospitality inventory business, Perez-Bello Group, LLC detects and resolves challenges in all phases of inventory: counting, controlling, ordering, and inventory analytics, using data to help operators make better management decisions faster Bars can increase top line sales by 20 percent and reduce inventory asset losses from 25 percent down to 3 percent or better using our proven methods and strategies: adhering to a strict schedule of detailed inventories, comparing usage to sales, monitoring variances instead of pour costs and using just-in-time ordering

Top reasons to use our services
  • We have a proven track record of reducing liquor and food costs for thousands of venues
  • We provide solutions not just data
  • We share best practice from the top operators in your market
  • We have your staff focus on what they do best: offering great service to your customers
  • We provide you with an affordable expert
  • We offer complete visibility across your business