Accounting and tax advisory for Florida business buyers

The purchase price is only part of the financial decision. Before and after closing, you need to understand the records, the transaction assumptions, and how the new business will be accounted for. RJ Accounting Solutions helps buyers connect those pieces.

Before closing: identify the financial questions

Start with the seller’s financial statements and supporting records. We can discuss a review of the numbers, questions about cash flow and debt service, and the information needed for tax planning. The depth of the review depends on the engagement and the records available; it is not automatically an audit or assurance service.

Coordinate the transaction decisions

Work with your CPA and attorney on the financial and tax implications of the proposed transaction. Our advisory discussion can cover entity choices, purchase-price allocation, and the records needed for reporting. Legal terms and legal due diligence belong with your attorney.

After closing: establish the accounting foundation

Organize the signed purchase documents and closing statement, establish opening balances, and identify the bookkeeping, payroll, and registration work needed for the new operation. A clear handoff helps the owner understand responsibilities and upcoming deadlines.

Explore ongoing bookkeeping support.

Advice for existing owners

You do not have to be buying a business to need a planning conversation. We also discuss tax issues involving growth, ownership changes, state and local obligations, and estate or trust matters within the services agreed for your engagement.

For recurring return preparation and planning, see business tax services. For forecasting, see fractional CFO support.

Common questions

When should I involve a CPA?

Ideally while evaluating a transaction, before financial and tax terms are final. If you have already closed, start with the signed documents and a review of what still needs to be set up.

Does a financial review guarantee a good purchase?

No. A review helps identify questions and explain the available financial information. It does not remove business risk or guarantee the accuracy of every seller representation.