At Portnoy CPA, we understand that you are looking for more than just an accountant. You are looking for a trustworthy financial advisor. Our firm prides itself of on having its finger on the pulse of today's economy and our clients' financial situations, whether that be personally or at a business level. Beyond our technical ability, our collaborative model ensures that your needs are always met in a timely and efficient manner.
With offices in Jacksonville and St. Augustine/Nocatee, Portnoy CPA provides services to individuals and businesses. Also, As a firm utilizing cutting edge technology, we are able to satisfy the needs of our clients outside of the Sunshine State.
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help:
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