Your Financial Experts - FitBiz CPA

Review your 2024 tax return for red flags and missed opportunities

Review your loans, assets, and cash flow to identify optimization opportunities

Act now for end-of-year tax savings that impact your 2025 taxes

Increase Qualified Business Income (QBI) deductions where applicable

Save on taxes while creating more tax-free growth

PTE deductions for Colorado that can result in substantial tax savings

We don't wait for problems to arise. We identify opportunities and risks before they impact your business, helping you stay ahead rather than playing catch-up.

No cookie-cutter approaches. We build financial strategies tailored to your specific business, industry challenges, and growth goals with proven results.

Financial complexity shouldn't prevent you from understanding where you stand. We deliver clear insights and accurate reporting you can trust and act on.

We provide honest, ethical advice that protects your interests. Our recommendations are always in your best interest, never just what's convenient.

Dedicated to helping business owners grow and improve cash flow through customized accounting and finance solutions. Takes a client-focused, collaborative approach to build strategies that optimize performance and support long-term financial success.

Brings 30+ years of experience and multiple advanced credentials to lead complex tax planning and strategy. Delivers trusted, high-level guidance to help clients navigate sophisticated financial decisions.

Experienced attorney with a background in transactional law and in-house counsel at a major tech company. Brings practical, operations-focused insight to support smart business decisions.

Brings 30+ years of CFO/COO leadership in cash-flow forecasting, financial management, exit planning, and M&A. Partners with entrepreneurs and SMBs to build scalable systems, strong teams, and predictable growth.

Experienced business consultant and office manager with a background in event production, branding, and client relations. Builds strong partnerships and streamlines operations with a proactive, excellence-driven approach.

Kelly has an extensive background in marketing and sales, she worked for a Pharmaceutical Sales firm and has sold over $50,000,000 dollars in real estate sales.

She is an expert client relationship manager, and has worked for big banks like Citibank and HSBC. She joined FitBiz in 2023, as a lead business development associate and has served as a pivotal client manager in the Miami/Ft.Lauderdale markets.

With strong attention to detail and a deep understanding of office workflows within a professional services environment, the Stephanie acts as a central point of coordination between internal staff and clients. Responsibilities often include overseeing administrative processes, assisting with client onboarding, managing deadlines for tax filings and financial reports, organizing confidential records, and supporting billing and engagement documentation.