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Business advisory is what happens when accounting moves from history to decision-making. Levine CPA and Advisors provides Miami business owners with CPA-led advisory: KPI dashboards, cash flow planning, pricing analysis, and growth/exit strategy: built on numbers we already know are accurate. CFO work sits on top of clean books, so most clients pair it with monthly business accounting and financial statement preparation
Numbers + decisions, not just reports.
The metrics that actually move your business, tracked monthly.
13-week, 12-month, and scenario forecasting.
Where you're making money, where you're not, and why.
Loan package preparation and lender conversations.
Valuation framing, buyer/seller diligence, and deal coordination.
Ongoing CFO-level support without a full-time hire.
A fractional CFO is senior financial leadership without a full time salary attached. For most Miami businesses that means a standing monthly rhythm: reviewing the numbers, watching cash, pressure testing the plan before the money is committed, and preparing the reporting a lender or investor will ask for. Because the same firm also handles the accounting and the tax work, the person advising you is reading your actual books rather than a spreadsheet someone sent over. Owners typically bring us in around a growth step: a new location, a large hire, a financing conversation, or a year where the business outgrew the way it has always been run.
I have been using this firm since 2005 as my accountants and advisors on complex businesses and tax matters. Jack has also successfully represented me at a complicated IRS matter. Professional, Extremely knowledgeable, straight forward, and personalized attention is what you can expect. I continue to recommend them highly.
Jack Levine has handled our taxes for 10+ years. We are very happy with the work he does. Our taxes are a bit complicated, but he handles everything easily, promptly, smoothly.
I have been a client since 2004. There are too many things to write in the little space allocated. The attention to detail and his knowledge of the tax law which changes often is comforting and one less thing to worry about. The best thing about my experience with Jack is his quick response to my email or call.
Jack Levine and his incredible staff provided highly professional service in preparation of my 2024 tax return. They were extremely efficient and very pleasant through the process.
I have to tell everyone. Dont go anywhere else. I have done the shopping for you!. Jack and the entire organization did such a amazing job and truly went above and beyond!. He is extremely insightful and such a professional. From the initial phone call to our meeting in person, the pricing and the entire process was phenomenal. We operate a private bank and need only the top of the line infrastructures. I was in a time crunch and very stressed and they quickly were able to do such an amazing job.
I am very happy with the work that Steven and his team produces. The service was quick, but completely thorough, and they were always available to answer any questions I had, and give guidance I needed in a very timely manner. I would definitely recommend them to anyone looking for tax services!
Jack Levine and his incredible staff provided highly professional service in preparation of my 2024 tax return. They were extremely efficient and very pleasant through the process.
Jack Levine has handled our taxes for 10+ years. We are very happy with the work he does. Our taxes are a bit complicated, but he handles everything easily, promptly, smoothly.
Call (305) 912-0085 or schedule a consultation with Levine CPA and Advisors.
Levine CPA and Advisors has supported South Florida individuals and businesses for more than 40 years. Call (305) 912-0085 or submit our contact form to schedule a consultation about business advisory.
