Website: lizdanielcpa.com
Phone: 561-246-3723
Liz Daniel, CPA is a CPA firm located at 4440 PGA Boulevard in Palm Beach Gardens, Florida, that describes itself as a West Palm Beach CPA firm with a client-first philosophy. The firm states that it works closely with each client to understand the business and develop a plan to meet its needs, offering standard accounting and tax services alongside a menu of more specialized services. Because the office is in Palm Beach Gardens rather than on the Space Coast, the firm would serve Palm Bay area clients remotely rather than from a local office.
Services
The firm lists accounting services that include small business accounting, business incorporation, outsourced CFO services, and QuickBooks services. Its small business accounting work is described as including financial statements, cash flow management, and budgets. The outsourced CFO offering covers cash flow, business operations, forecasting, budgeting, and strategic planning. For incorporation, the firm states it helps clients select an appropriate business structure.
On the tax side, the firm offers tax preparation for businesses and individuals, tax planning, and IRS tax problem resolution, including assistance with audits and unfiled returns. Its QuickBooks services include installation, setup, training, and periodic review of a client’s QuickBooks file to confirm records are accurate and current.
Who They Serve
The firm states that it serves small and mid-sized businesses as well as individual clients. The industries it identifies include construction, consumer services, professional services, real estate, and equine, or equine accounting. For construction specifically, the firm describes working with home builders, painters, heating and cooling companies, plumbers, electricians, and other small contractors. It notes that construction businesses face pressure to reduce costs to stay competitive and states that it can evaluate current operations and recommend changes intended to lower expenses and improve profitability.
Approach & Tools
For contractors, the firm lists services including tax planning and preparation, accounting and bookkeeping, QuickBooks setup and support, payroll services, budgeting, cost and profit analysis and projections, financial statement preparation, business loans, incorporation, overhead rates and allocations, and outsourced CFO or controller services. It also offers job costing to track expenses. The firm states that it can handle all of a client’s accounting and tax needs or, alternatively, train the client on QuickBooks so some processes are kept in-house, after which it reviews the QuickBooks file on a regular basis. The firm uses budgeting and financial projections to help clients anticipate cash flow patterns.
About the Firm
The firm is led by Elizabeth J. (Liz) Daniel, CPA. According to the firm, she has been a licensed CPA for 13 years and grew up in Charlotte, North Carolina. The source states that she spent several years in a large regional public accounting firm before accepting a controller position with a multi-family construction and development firm in Upstate South Carolina, where she managed more than $25 million in HUD-backed construction loans and several completed apartment complexes. She also ran a sole practitioner practice in South Carolina serving a client base that included construction, manufacturing, real estate, restaurant, insurance, and equestrian concerns, as well as individual tax clients. The firm states that she made Vero Beach, Florida, her home in 2004 and worked in single-family and commercial construction and real estate development as a CFO, controller, and contract accountant before forming her own CPA practice.
Consultations
The firm states that it offers a free initial consultation to individuals and businesses, along with a secure file-sharing tool and a newsletter covering tips, tax due dates, and tax strategies. For Palm Bay area businesses, particularly those in construction or related trades, Liz Daniel, CPA represents a Palm Beach Gardens firm that can be engaged remotely for accounting and tax services.