Business Details
24 Years
experience
Expert Accounting & Tax Services Nationwide
Established in 2002, CPA By Choice has built a reputation as a trusted provider of comprehensive accounting, tax, and financial consulting services. Our team of certified professionals brings decades of combined experience in public accounting, corporate finance, and industry-specific advisory roles. We specialize in delivering tailored solutions to businesses across diverse sectors, including healthcare, real estate, technology, and nonprofit organizations. Our expertise spans financial reporting, tax planning, internal controls, and talent acquisition, with a focus on simplifying complex financial challenges. We serve clients throughout the United States and Latin America, leveraging advanced technologies to ensure accuracy and efficiency.Our commitment to personalized service ensures clients receive strategic guidance aligned with their unique goals. With a proven track record in audit readiness, cash flow optimization, and regulatory compliance, we prioritize transparency and long-term partnerships. Our professionals hold advanced certifications and degrees, reflecting our dedication to excellence in every service we deliver. We continuously adapt to evolving accounting standards and market demands to maintain our position as a leader in the profession. Our mission remains centered on empowering clients to focus on growth while we manage their financial complexities.
Services
Accounting Consulting
Tax Planning
Bookkeeping
CFO Services
Audit Support
Talent Acquisition
Details
- Year established: 2002
Highlights and features
- We offer 20+ years of experience in accounting and financial consulting.
- Our team includes certified CPAs with expertise in diverse industries.
- We provide tailored solutions for healthcare, real estate, and technology sectors.
- Our services include audit readiness, tax optimization, and internal controls development.
- We serve clients across the U.S. and Latin America with remote technologies.
Services
Accounting Consulting
Our accounting consulting services provide strategic guidance on financial reporting, compliance, and process optimization. We assist businesses with US GAAP/IFRS conversions, inventory accounting, and financial statement preparation. Our experts help organizations implement accounting software solutions and improve financial controls to ensure regulatory compliance and operational efficiency.
Tax Planning
We offer comprehensive tax planning and compliance services for businesses and individuals. Our team specializes in corporate, international, and nonprofit tax solutions, including sales tax and incentive programs. With expertise in multi-state and global tax regulations, we develop strategies to minimize liabilities while maintaining full compliance with evolving tax codes.
Bookkeeping
Our bookkeeping services utilize cloud-based technologies to manage financial transactions and records. We handle source document preparation, system migrations, and full-cycle accounting processes. Clients benefit from accurate, real-time financial data that supports informed decision-making and seamless transition to remote accounting operations.
CFO Services
We provide fractional CFO services to enhance financial strategy and operational performance. Our professionals manage budgeting, cash flow analysis, and financial forecasting. We help businesses develop key performance indicators, improve audit readiness, and implement internal controls to drive sustainable growth and profitability.
Talent Acquisition
Our talent acquisition services connect organizations with qualified finance and accounting professionals. We leverage industry expertise to identify candidates with specialized skills in tax, auditing, and financial management. This service ensures businesses maintain high-quality accounting teams aligned with their operational requirements.
People
Peter Yu
Founder & CEO
Certified Public Accountant with 26+ years of experience. Former Grant Thornton auditor who founded CPA By Choice in 2002. Provides strategic leadership in accounting and financial consulting services.
Susana Albertson
Tax Partner
Managing Partner of Tax Services with 17+ years in corporate and international tax planning. Specializes in real estate, manufacturing, and consumer products industries. Expert in IRS compliance and tax minimization strategies.
Giselle Yannelli
VP of Business Development
CPA with decade of leadership in finance staffing and client relations. Former Assistant Controller at Bunge Latin America. Focuses on strategic growth initiatives and client partnership development.
Nalini Jimenez
Director of Accounting
20+ years leading finance operations across US and Latin America. Expertise in manufacturing, distribution, and telecommunications sectors. Holds BS in Accounting from Universidad Santa Maria, Venezuela.
Aly Thompson
Accounting Manager
10+ years as retail industry controller. Master in Accounting from Florida International University. Served on board of directors for multi-million dollar corporation. Joined CPA By Choice in 2021.
Questions
What industries does CPA By Choice specialize in?
We serve healthcare, real estate, technology, manufacturing, education, financial services, and nonprofit organizations with tailored accounting solutions.
Do you offer international accounting services?
Yes, we provide accounting and tax services to businesses operating in Latin America and other international markets.
What technology platforms do you support?
We implement and consult on major accounting software systems, including cloud-based solutions for remote financial operations.
How do you ensure regulatory compliance?
Our team stays current with evolving accounting standards and tax regulations to maintain compliance for all client engagements.
Can you assist with audit preparation?
Yes, we provide audit readiness services including documentation preparation, internal control assessment, and auditor coordination.
