Financial Planning

Financial Planning Services for South Florida Businesses Owners

Wealth Management for Miami and Fort Lauderdale Businesses

From start-ups to public companies; from entrepreneurs to executives, our seasoned team of CPAs deliver not only traditional business accounting services but also an integrated and experienced team of accounting professionals as a resource you can trust.

We fully understand the personal and financial commitment it takes to start and run a successful business in today's economic times. We take deep pride in helping local business owners in South Florida keep their financial houses in order and humming along smoothly.

At Fernandez-Bergnes & Associates we develop one-on-one relationships with our clients so we understand your needs and find ways to keep your financial outlook on track. We are honored by the trust displayed by our clients and we commit to continue to earn that trust and to gain the trust of new clients by taking a proactive interest in the financial image of your business.

Business Financial Planning Services You Can Trust

Many of our clients have the flexibility to engage us on a one-time (as needed) basis and others need ongoing help. Either way, your financial planning doesn't have to cost a fortune - after all, you're trying to build one!

Our financial planning services include:

We work with businesses that are small and medium-sized and we'll help you achieve financial peace of mind by helping you and your team set financial goals and reach them. We always strive to do what's best and what's right for our clients. Let us work together to design the right financial plan for your business needs.

Newsletter Subscription

Free Tax and Accounting Tips