Business Details
Trusted Accounting & Bookkeeping Services in Clearwater, FL
Kern & Associates CPA PA is a Clearwater and St. Petersburg-based accounting and bookkeeping firm dedicated to empowering business owners by alleviating the burden of financial management. Our team specializes in streamlining accounting processes, ensuring accuracy in financial reporting, and providing strategic guidance to support business growth. With decades of combined experience, we offer tailored solutions such as outsourced bookkeeping, QuickBooks consulting, and part-time CFO services. Our approach combines technical expertise with personalized support, enabling clients to focus on core operations while we handle financial complexities. We prioritize transparency, integrity, and client-centric service, fostering long-term partnerships built on trust and measurable results.Our commitment to excellence is reflected in our track record of resolving financial challenges, securing financing for clients, and delivering sophisticated reporting tools. By integrating cloud-based technology and industry best practices, we ensure businesses maintain compliance, optimize cash flow, and achieve sustainable growth. Our teams certifications, including QuickBooks ProAdvisor status, underscore our dedication to staying at the forefront of accounting innovation. We serve a diverse range of industries, offering scalable solutions that adapt to evolving business needs.
Services
Outsourced Bookkeeping
QuickBooks Consulting
Tax Preparation
CFO Services
Financial Reporting
Highlights and features
- We offer 25+ years of QuickBooks expertise and certified professionals.
- Our part-time CFO services provide strategic financial planning at affordable rates.
- We deliver cloud-based accounting solutions for real-time financial visibility.
- Our team specializes in resolving complex bookkeeping errors and tax compliance.
- Client testimonials highlight our role in securing $1.5M+ in business financing.
Associations and certifications
- QuickBooks ProAdvisor
What people say
Ongoing support
QuickBooks expertise
Improved cash flow
Reliable guidance
Successful financing
Services
Outsourced Bookkeeping
Our outsourced bookkeeping service provides accurate financial record-keeping, bank reconciliations, payroll processing, and monthly financial statements. We handle transaction classification, accounts payable/receivable, and tax compliance, ensuring businesses maintain organized books for informed decision-making. Our cloud-based solutions enable real-time access to financial data, reducing costs compared to hiring in-house staff.
QuickBooks Consulting
As QuickBooks Certified ProAdvisors, we offer setup, customization, and clean-up services for businesses struggling with accounting software. We train staff, implement standardized procedures, and resolve errors while providing ongoing support. Our expertise spans from small business editions to Enterprise Solutions, ensuring tailored configurations that streamline financial management and reporting.
CFO Services
Our part-time CFO services deliver strategic financial planning, budgeting, and growth funding assistance. We analyze cash flow, optimize profitability, and develop business plans while acting as lender intermediaries. Clients benefit from executive-level financial guidance without full-time executive costs, with a focus on debt structuring and capital acquisition for growing businesses.
Tax Preparation
We provide year-round tax compliance and strategic planning for businesses and individuals, specializing in LLCs and S-Corporations. Our services include quarterly tax estimates, entity structure recommendations, and IRS audit support. By integrating tax strategies with accounting processes, we help clients legally minimize liabilities while maintaining compliance with federal and state regulations.
Financial Reporting
Our financial reporting services include customized balance sheets, cash flow statements, and profit analysis tailored to business needs. We create job-costing reports, sales summaries, and working capital analyses to enhance decision-making. With sophisticated reporting tools, we transform raw financial data into actionable insights that drive operational improvements and strategic growth.
People
Jack D. Kern
Owner / CFO
Jack Kern brings 25+ years of corporate finance experience as a former financial officer for fast-growing businesses. Certified QuickBooks ProAdvisor since 2005, he specializes in financial planning, business turnarounds, and securing growth financing. His expertise includes QuickBooks clean-ups and strategic CFO advisory services for small to mid-sized companies.
Marianne M. Kern
CPA / Tax Manager
Marianne Kern, a CPA with advanced tax specialization, focuses on small business tax strategy and compliance. She holds a Master's in Taxation and provides expert guidance on income, sales tax, and organizational structure optimization. Her work ensures clients maintain compliance while implementing tax-saving strategies aligned with business goals.
Questions
What accounting software do you support?
We specialize in QuickBooks Desktop and Enterprise Solutions, offering setup, customization, clean-up, and training for all editions.
Do you serve businesses outside Clearwater?
Yes, we serve St. Petersburg, Tampa, Bradenton, and surrounding areas with cloud-based accounting solutions for remote access.
Can you help with business loan applications?
Yes, we provide financial analysis, business plans, and lender intermediation to help secure growth financing and debt restructuring.
What tax services do you offer?
We provide year-round tax planning, quarterly estimates, entity structure advice, and compliance services for businesses and individuals.
How do you ensure accounting accuracy?
We implement standardized procedures, monthly reconciliations, and sophisticated reporting tools while maintaining cloud-based real-time financial oversight.
