Business Details
25 Years
experience
Your Trusted Partner for Accounting Solutions
Milbery & Kesselman is a Fort Lauderdale-based CPA firm dedicated to providing tailored accounting, tax, and consulting solutions for businesses. With over 27 years of combined experience from our lead professionals, we specialize in year-end tax planning, financial consulting, and business formation services. Our team prioritizes personalized service, ensuring clients receive strategic guidance aligned with their short- and long-term goals. We offer a full range of services including audits, QuickBooks support, and entity selection to simplify financial operations.By focusing on transparency and client education, we aim to be a trusted partner in helping businesses navigate complex financial landscapes. Our commitment to excellence is reflected in our track record of building long-term relationships with clients across industries such as construction, healthcare, and real estate.
Services
Tax Planning
Audit Services
QuickBooks Support
Business Consulting
Incorporation Services
Small Business Accounting
Entity Selection
Financial Consulting
Payroll Guidance
IRS Representation
Details
- Year established: 2001
Highlights and features
- We have 27 years of experience in accounting and tax services.
- Our team provides personalized financial consulting tailored to your business needs.
- We offer free initial consultations for Fort Lauderdale business owners.
- Our CPA firm specializes in QuickBooks setup and ongoing support.
- We prioritize transparent communication and client education.
Associations and certifications
- QuickBooks ProAdvisor
Services
Tax Planning
Our tax planning services help businesses minimize liabilities while maximizing savings. We analyze your financial situation to create customized strategies aligned with industry-specific regulations. Clients benefit from proactive planning that supports long-term financial goals.
Audit Services
We provide comprehensive audit and assurance services to verify financial accuracy and compliance. Our team conducts methodical reviews of statements to meet regulatory standards. Businesses gain confidence in their financial reporting through our objective examinations.
QuickBooks Support
Our QuickBooks ProAdvisor team offers setup, training, and ongoing support. We optimize accounting systems to improve efficiency and accuracy. Clients receive tailored solutions for bookkeeping, payroll, and financial reporting needs.
Business Consulting
We deliver strategic business consulting to address operational challenges and growth opportunities. Our CPA-led advice covers cash flow analysis, budgeting, and risk management. Clients receive actionable insights to enhance profitability and sustainability.
Incorporation Services
Our incorporation services simplify entity selection and business formation. We guide clients through LLC, C Corp, and S Corp options to optimize tax benefits. Businesses receive end-to-end support for legal structure setup and compliance.
People
Jack Milbery
Senior Partner
Jack Milbery, a Florida CPA with 27 years of experience, founded the firm in 2001. He specializes in serving small to mid-sized businesses after working with international firms like Deloitte & Touche. Jack graduated from Stetson University in 1987 with a Post Baccalaureate in Accounting and focuses on personalized financial solutions.
Craig Kesselman
Partner
Craig Kesselman, a CPA in Florida and Virginia, brings expertise in state/local taxation and international accounting. He earned his bachelor's from the University of Miami and Master of Accounting from Florida Atlantic University. Craig previously worked at General Motors' headquarters in Detroit and specializes in strategic financial planning for businesses.
Questions
What accounting services do you offer for small businesses?
We provide monthly accounting, QuickBooks support, audits, tax planning, and business consulting tailored to small businesses' needs.
Do you offer free consultations?
Yes, we provide free initial consultations for Fort Lauderdale business owners to discuss their specific accounting needs.
How can your firm help with QuickBooks setup?
Our QuickBooks ProAdvisors handle software selection, configuration, training, and ongoing support to optimize your accounting processes.
What business structures do you help incorporate?
We assist with LLCs, C Corporations, S Corporations, and partnerships, explaining tax implications for each structure.
What industries do you specialize in?
We serve construction, healthcare, law firms, manufacturing, maritime, real estate, and retail industries with tailored solutions.
