Focus on Growth, We Got Your Back!
At Foresight Financial, our team of experienced CPAs and tax advisors is dedicated to providing exceptional services that go beyond traditional accounting. Our boutique firm, located in beautiful Boca Raton, Florida, offers a personalized and responsive approach to helping entrepreneurs and businesses achieve their goals.
Our Mission
Our mission is to serve, collaborate, and provide the highest level of personalized client care. We take the time to understand what drives your business and what's important to you. Our team of experts will analyze your financial information to help you make informed decisions and create a customized plan that suits your unique needs.
Our Services
Our comprehensive services are designed to cater to the diverse needs of entrepreneurs and businesses. We offer:
- Assurance services, including audits, reviews, and compilations
- Bookkeeping services, including financial statement preparation and bank reconciliations
- Business solutions, including CFO services, merger and acquisition support, and specialty tax services
- Cannabis industry-specific services, including tax compliance and planning, financial modeling, and CFO services
- Startup and venture capital tax services, including financial modeling and capital raising strategies
Our Expertise
Our team of experts has extensive knowledge and experience in various industries, including:
- Cannabis industry, including dispensaries, growers, technology, CBD, and PEO companies
- Technology, life science, and high-growth companies
- Entrepreneurs and small business owners
- Medical practices
- Venture and angel capital, private equity, real estate, and construction
- Manufacturing and distribution
- Estate and trust fiduciary accounting
Our Commitment
At Foresight Financial, we are committed to helping you achieve your business goals. Our team is dedicated to providing exceptional service, expert knowledge, and personalized care to help you succeed. We believe that every business is unique and deserves a tailored approach to achieve optimal results.
Mixed Reviews for Accounting Firm
Concerns about Pricing and Transparency
Some reviewers have expressed concerns about the pricing and transparency of the accounting firm. One reviewer, Christopher Pierce, gave a 1-star rating and claimed that the company charges $2,000 for a simple tax return without disclosing upfront costs. This suggests that the firm may have issues with transparency and potentially takes advantage of its clients.
Praise for Jason Brown and His Team
On the other hand, several reviewers have praised Jason Brown, the founder of Foresight Financial, and his team. Ariela W. gave a 5-star rating and described Jason as "diligent and caring." Lisa S. also gave a 5-star rating and credited Jason and his team with saving her time, money, and resources. She praised the entire team as "friendly, diligent, and on top of everything."
Overall Assessment
The mixed reviews suggest that the accounting firm may have some issues with transparency and pricing, but its team, led by Jason Brown, has provided excellent service to some clients.
