Managing Partner
Robert E. Smith, CPA
Founded the firm in 2001 after a decade in regional public accounting. Advises owners through growth, succession, and exit.
Florida · South Carolina
A CPA firm built for serious business owners.
Smith CPAs & Associates advises established Florida companies on accounting, reporting, and tax strategy — with the structure and judgment your next stage of growth demands.
25+
Years advising Florida businesses
180+
Clients $2M – $50M+ in revenue
9 yrs
Average client tenure
FL · SC
Licensed jurisdictions
Trusted by businesses across Florida
Construction & TradesProfessional ServicesHealthcare GroupsReal EstateManufacturingHospitality
The firm
Built for the businesses Florida runs on.
Most accounting firms are organized around tax season. We're organized around your business — its cash flow, its margins, its decisions, and the questions you can't always answer at 11 p.m. on a Tuesday.
We work with established Florida companies whose operations have outgrown a generalist bookkeeper but don't yet warrant an in-house finance team. Our role is to bring structure to the numbers, perspective to the strategy, and a clear point of view to the conversations that matter most.
Advisory-first
Strategy before compliance — never the other way around.
Florida-native
Local familiarity with state nexus, sales tax, and entity structure.
Long-tenured
Most clients work with the same partner for years, not seasons.
What you get
We don't sell services. We deliver outcomes.
Every engagement is structured around four results — the things business owners actually need from their accountant.
Financial clarity
A real-time view of where the business stands — cash, margin, and runway — without waiting for month-end.
Delivered through: Accounting & bookkeeping
Structured reporting
Monthly financials your bank, board, and lenders can act on. Built to support credit lines, M&A, and investor conversations.
Delivered through: Financial reporting
Proactive tax strategy
A multi-year plan that reduces surprises and protects margin. Florida structure, federal exposure, and exit horizon — modeled together.
Delivered through: Tax planning & compliance
Business insight
Quarterly reviews with a partner who knows your numbers and your industry. Decisions backed by data, not gut feel.
Delivered through: Advisory
Client perspective
Trusted by Florida operators who needed more than a tax preparer.
We brought Smith in expecting tax help. What we got was a finance partner who reshaped how we run the company. Our monthly close went from a guess to a tool.
Daniel Reyes
CEO, Coastal Mechanical Group · Tampa
Their team caught a multi-state nexus issue our previous CPA missed for three years. The clean-up paid for a decade of fees.
Marissa Hale
Owner, Hale & Hale Real Estate Holdings · Naples
I finally have financials I'd show a bank without flinching. That alone changed what we could borrow against.
Jonathan Pierce
Managing Partner, Pierce Dental Group · Sarasota
Leadership
You'll work directly with a partner.
Smith CPAs & Associates was founded in 2001 on a single principle: business owners deserve a real advisor at the table — not a junior staffer rotating through engagements. That hasn't changed.
Tax Partner
Catherine Alvarez, CPA, MST
Leads the firm's tax practice. Specializes in multi-state structure, pass-through planning, and owner-level optimization.
Director of Advisory
Marcus Delgado, CPA
Heads the advisory practice. Background in operational finance for middle-market construction and professional services firms.
Who we work with
A clear fit matters — for both of us.
Our best work happens with operators who are ready for a more strategic relationship with their financial advisors. If that's you, we'd like to talk.
A strong fit
- Established companies generating $2M – $50M+ in annual revenue
- Owner-operators preparing for their next stage of growth, recapitalization, or exit
- Multi-entity, multi-state, or partnership structures that have outgrown a generalist
- Operators who want a partner at the table — not just a return in the mail
Likely not a fit
- Pre-revenue startups or side businesses
- Single-form annual filings without ongoing advisory
- Engagements built around the lowest possible fee
How we work
A structured engagement, from day one.
01
Understand your business
We start with the numbers and the context behind them — operations, ownership, ambitions, and the questions you've been carrying.
02
Build clarity
We rebuild the financial picture: clean books, structured reporting, and a tax position that reflects how the business actually runs.
03
Provide ongoing guidance
A partner-led cadence of monthly close, quarterly review, and year-round access. We stay close to the decisions that move the business.
Insights
A point of view, in writing.
Plain-spoken essays from our partners on the questions Florida business owners ask us most.
Tax Strategy
What Florida pass-through owners get wrong about the QBI deduction.
6 min readRead
Operations
The monthly close that actually informs decisions — and the one that doesn't.
8 min readRead
Growth
Preparing the books for a credit line, a sale, or a recapitalization.
9 min readRead
Start here
Talk with our team.
A 30-minute introductory call with a partner. We'll discuss your business, the questions you're carrying, and whether we're the right firm for the next stage.
Schedule a Consultation Call (813) 555-0100
Engagements typically begin within two weeks of an introductory conversation.