Accounting Services
Leverage Decades of Accounting Experience to Seize Opportunities
Accounting standards and rules are constantly changing. Our professionals keep current on changing requirements and help clients understand their compliance obligations. We also help identify opportunities for businesses to apply for relief, especially in times of economic uncertainty.
Whether you need assistance with managing your family office or gaining powerful insights from a real-time accounting dashboard, Kaufman Rossin can be your greatest resource.
Our accounting services include:
Family Office Services
We learn about you and your goals to create tailored solutions. Whether it’s streamlining administrative tasks for your family, preserving wealth for children, or simply meeting all compliance obligations, we can fine-tune a plan that will help you meet those personal and business objectives.
We have nearly 60 years of experience working with global affluent families, investors, multigenerational families, business owners and executives, single and multi-family offices, professional athletes, entertainers, and non-profits.
We also offer family office consulting services to help both start-up and experienced offices with best practices, internal controls, family governance, cyber security, litigation support, and more.
QuickBooks Consulting
What if you could make your team more efficient, reporting more effective, and your financial processes smoother?
It’s our job to train your accounting staff to use all the features of QuickBooks, recommend add-ons, and customize your software.
Our blog has several resources tailored to QuickBooks tips and tricks, which are all available here.
We are qualified on all platforms: QuickBooks Online, QuickBooks Desktop, and Quickbooks Enterprise.
We teach our clients how to:
- Design and interpret the right financial reports and metrics to gain a better understanding of the business’s health
- Protect data from accidental changes
- Increase efficiency using shortcuts and memorized transactions
We have the track record and technical skills to exceed your expectations – but it’s the personal service we provide that differentiates our firm and helps our clients feel secure.
Real-Time Accounting
Kaufman Rossin’s outsourced accounting services focuses on your specific needs—from basic start-up entrepreneurial services for individuals and businesses that just need an extra hand to keep things in order, to fully-outsourced Controller or CFO services.
We help you gather and organize your current financial information, establish appropriate accounting books and records, and implement processes that provide the internal controls you need to grow your business.
Businesses like yours enjoy the simplicity of Kaufman Rossin Connect, our secure, fully-integrated, cloud-based accounting system that handles daily processes so you can focus on running your business.
Our accounting ecosystem is built around a robust general ledger system and includes the following capabilities:
- Account reconciliation
- Accounts payable
- Accounts receivable
- Payroll recording
- Sales tax preparation
- 1099 preparation
- Ongoing management reporting
- Custom reporting
- Budgeting
- Financial forecasting & modeling
- Cash flow planning
Traditional Accounting
Because we’re entrepreneurs ourselves, we understand what it takes, and we know how to help.
We specialize in helping business owners and their teams meet and exceed their business objectives. We do more than help meet compliance requirements — we spend time understanding your business and helping to improve performance.
We can assist with:
- Selecting appropriate software
- Designing and implementing accounting systems and processes
- Maintaining and analyzing books and records
- Compiling and reviewing financial statements
- Assisting with banking relationships
- Offering feedback to help improve efficiency and profitability
Our Professionals













Meredith Tucker, CPA
Principal, Entrepreneurial Services
Ft. Lauderdale
Meredith Tucker is a principal with Kaufman Rossin and Practice Leader of the firm's Entrepreneurial Services group. Her expertise is in providing accounting, tax, and consulting services to dynamic companies and their owners across a variety of industries. She collaborates with entrepreneurs to…
Scott F. Berger, CPA
Principal, Entrepreneurial Services
Boca Raton
Scott F. Berger is a leader in Kaufman Rossin’s tax and entrepreneurial services practice. He has extensive experience advising clients on tax planning and tax compliance strategies and helping them achieve their business objectives.
Steven M. Demar, CPA
Principal, Entrepreneurial Services
Miami
Steven M. Demar focuses on domestic corporate and individual tax advice and planning, strategic business advisory services, and IRS and Florida Department of Revenue client representation. In addition, he has extensive experience working with clients through mergers and acquisitions. He advises corp…
Kenneth Dubow, CPA
Principal, Entrepreneurial Services
Miami
Ken is a trusted tax adviser to high-net-worth clients in a range of industries. With more than 40 years of accounting experience, he works hand-in-hand with closely-held companies and entrepreneurs to manage their corporate and personal tax needs.
Stewart Liebling, CPA
Principal, Entrepreneurial Services
Miami
Stewart G. Liebling is a principal in Kaufman Rossin’s entrepreneurial services practice. He is a trusted advisor with nearly 40 years of tax, accounting and consulting experience for individuals and closely held businesses.
David Merzel, CPA, CFE, EA
Principal, Entrepreneurial Services
Boca Raton
David Merzel joined Kaufman Rossin in 1995 and is a principal in the entrepreneurial services department. He lends his expertise to many engagements involving entrepreneurs and high net worth individuals. His specialty is closely held businesses and individual and business taxation.
Greg Muzii, CPA
Principal, Entrepreneurial Services
Miami
Gregory Muzii lends his expertise to entrepreneurial clients and closely-held businesses in a variety of industries.Greg is a Certified Public Accountant in Florida and a member of the American Institute of Certified Public Accountants and Florida Institute of Certified Public Accountants.
Terri Richards, CPA
Principal, Entrepreneurial Services
Boca Raton
Terri joined Kaufman Rossin in 2004 and is a Principal in the Entrepreneurial Services department. Terri provides a variety of services including financial statement reviews and compilations for closely-held businesses, and tax planning and compliance for corporations, partnerships and high-net…
Natalie Sands, CPA
Principal, Entrepreneurial Services
Ft. Lauderdale
Natalie Sands has been with Kaufman Rossin since 1984 and is a principal in the entrepreneurial services department. She leads engagements for high-net worth individuals and entrepreneurs in a variety of industries, including construction, real estate, professional services and manufacturing &a…
Henry W. Schade, CPA
Principal Emeritus, Entrepreneurial Services
Boca Raton
Henry W. Schade joined Kaufman Rossin in 1981 and is a principal in the entrepreneurial services department. His prior experience includes six years with the Internal Revenue Service.
Scott Soucy, CGMA
Principal, Outsourced Services
Naples
Scott leads Kaufman Rossin's outsourced services practice, leveraging the latest technology to provide sophisticated real-time accounting and business advisory services to clients. He developed Kaufman Rossin Connect's cloud-based technology ecosystem, which offers business owners real-time …
Andrew S. Taubman, CPA, CFST
Principal, Accounting Services
Ft. Lauderdale
Andrew S. Taubman is a principal at Kaufman Rossin. Andy is charged with the development of the firm’s client base and is a market leader in the firm’s real estate sector services. He has a unique combination of technical accounting and tax acumen coupled with a strong understanding of how busin…
Deborah Young, CPA
Principal, Entrepreneurial Services
Miami
Deborah Young is a leader in Kaufman Rossin’s entrepreneurial services practice, with expertise in providing federal and state income tax compliance, planning, and consulting services to entrepreneurial and closely held businesses, hedge funds and their investors, professional service …













Meredith Tucker, CPA
Principal, Entrepreneurial Services
Ft. Lauderdale
Meredith Tucker is a principal with Kaufman Rossin and Practice Leader of the firm's Entrepreneurial Services group. Her expertise is in providing accounting, tax, and consulting services to dynamic companies and their owners across a variety of industries. She collaborates with entrepreneurs to…
Scott F. Berger, CPA
Principal, Entrepreneurial Services
Boca Raton
Scott F. Berger is a leader in Kaufman Rossin’s tax and entrepreneurial services practice. He has extensive experience advising clients on tax planning and tax compliance strategies and helping them achieve their business objectives.
Steven M. Demar, CPA
Principal, Entrepreneurial Services
Miami
Steven M. Demar focuses on domestic corporate and individual tax advice and planning, strategic business advisory services, and IRS and Florida Department of Revenue client representation. In addition, he has extensive experience working with clients through mergers and acquisitions. He advises corp…
Kenneth Dubow, CPA
Principal, Entrepreneurial Services
Miami
Ken is a trusted tax adviser to high-net-worth clients in a range of industries. With more than 40 years of accounting experience, he works hand-in-hand with closely-held companies and entrepreneurs to manage their corporate and personal tax needs.
Stewart Liebling, CPA
Principal, Entrepreneurial Services
Miami
Stewart G. Liebling is a principal in Kaufman Rossin’s entrepreneurial services practice. He is a trusted advisor with nearly 40 years of tax, accounting and consulting experience for individuals and closely held businesses.
David Merzel, CPA, CFE, EA
Principal, Entrepreneurial Services
Boca Raton
David Merzel joined Kaufman Rossin in 1995 and is a principal in the entrepreneurial services department. He lends his expertise to many engagements involving entrepreneurs and high net worth individuals. His specialty is closely held businesses and individual and business taxation.
Greg Muzii, CPA
Principal, Entrepreneurial Services
Miami
Gregory Muzii lends his expertise to entrepreneurial clients and closely-held businesses in a variety of industries.Greg is a Certified Public Accountant in Florida and a member of the American Institute of Certified Public Accountants and Florida Institute of Certified Public Accountants.
Terri Richards, CPA
Principal, Entrepreneurial Services
Boca Raton
Terri joined Kaufman Rossin in 2004 and is a Principal in the Entrepreneurial Services department. Terri provides a variety of services including financial statement reviews and compilations for closely-held businesses, and tax planning and compliance for corporations, partnerships and high-net…
Natalie Sands, CPA
Principal, Entrepreneurial Services
Ft. Lauderdale
Natalie Sands has been with Kaufman Rossin since 1984 and is a principal in the entrepreneurial services department. She leads engagements for high-net worth individuals and entrepreneurs in a variety of industries, including construction, real estate, professional services and manufacturing &a…
Henry W. Schade, CPA
Principal Emeritus, Entrepreneurial Services
Boca Raton
Henry W. Schade joined Kaufman Rossin in 1981 and is a principal in the entrepreneurial services department. His prior experience includes six years with the Internal Revenue Service.
Scott Soucy, CGMA
Principal, Outsourced Services
Naples
Scott leads Kaufman Rossin's outsourced services practice, leveraging the latest technology to provide sophisticated real-time accounting and business advisory services to clients. He developed Kaufman Rossin Connect's cloud-based technology ecosystem, which offers business owners real-time …
Andrew S. Taubman, CPA, CFST
Principal, Accounting Services
Ft. Lauderdale
Andrew S. Taubman is a principal at Kaufman Rossin. Andy is charged with the development of the firm’s client base and is a market leader in the firm’s real estate sector services. He has a unique combination of technical accounting and tax acumen coupled with a strong understanding of how busin…
Deborah Young, CPA
Principal, Entrepreneurial Services
Miami
Deborah Young is a leader in Kaufman Rossin’s entrepreneurial services practice, with expertise in providing federal and state income tax compliance, planning, and consulting services to entrepreneurial and closely held businesses, hedge funds and their investors, professional service …













Meredith Tucker, CPA
Principal, Entrepreneurial Services
Ft. Lauderdale
Meredith Tucker is a principal with Kaufman Rossin and Practice Leader of the firm's Entrepreneurial Services group. Her expertise is in providing accounting, tax, and consulting services to dynamic companies and their owners across a variety of industries. She collaborates with entrepreneurs to…
Scott F. Berger, CPA
Principal, Entrepreneurial Services
Boca Raton
Scott F. Berger is a leader in Kaufman Rossin’s tax and entrepreneurial services practice. He has extensive experience advising clients on tax planning and tax compliance strategies and helping them achieve their business objectives.
Steven M. Demar, CPA
Principal, Entrepreneurial Services
Miami
Steven M. Demar focuses on domestic corporate and individual tax advice and planning, strategic business advisory services, and IRS and Florida Department of Revenue client representation. In addition, he has extensive experience working with clients through mergers and acquisitions. He advises corp…
Kenneth Dubow, CPA
Principal, Entrepreneurial Services
Miami
Ken is a trusted tax adviser to high-net-worth clients in a range of industries. With more than 40 years of accounting experience, he works hand-in-hand with closely-held companies and entrepreneurs to manage their corporate and personal tax needs.
Stewart Liebling, CPA
Principal, Entrepreneurial Services
Miami
Stewart G. Liebling is a principal in Kaufman Rossin’s entrepreneurial services practice. He is a trusted advisor with nearly 40 years of tax, accounting and consulting experience for individuals and closely held businesses.
David Merzel, CPA, CFE, EA
Principal, Entrepreneurial Services
Boca Raton
David Merzel joined Kaufman Rossin in 1995 and is a principal in the entrepreneurial services department. He lends his expertise to many engagements involving entrepreneurs and high net worth individuals. His specialty is closely held businesses and individual and business taxation.
Greg Muzii, CPA
Principal, Entrepreneurial Services
Miami
Gregory Muzii lends his expertise to entrepreneurial clients and closely-held businesses in a variety of industries.Greg is a Certified Public Accountant in Florida and a member of the American Institute of Certified Public Accountants and Florida Institute of Certified Public Accountants.
Terri Richards, CPA
Principal, Entrepreneurial Services
Boca Raton
Terri joined Kaufman Rossin in 2004 and is a Principal in the Entrepreneurial Services department. Terri provides a variety of services including financial statement reviews and compilations for closely-held businesses, and tax planning and compliance for corporations, partnerships and high-net…
Natalie Sands, CPA
Principal, Entrepreneurial Services
Ft. Lauderdale
Natalie Sands has been with Kaufman Rossin since 1984 and is a principal in the entrepreneurial services department. She leads engagements for high-net worth individuals and entrepreneurs in a variety of industries, including construction, real estate, professional services and manufacturing &a…
Henry W. Schade, CPA
Principal Emeritus, Entrepreneurial Services
Boca Raton
Henry W. Schade joined Kaufman Rossin in 1981 and is a principal in the entrepreneurial services department. His prior experience includes six years with the Internal Revenue Service.
Scott Soucy, CGMA
Principal, Outsourced Services
Naples
Scott leads Kaufman Rossin's outsourced services practice, leveraging the latest technology to provide sophisticated real-time accounting and business advisory services to clients. He developed Kaufman Rossin Connect's cloud-based technology ecosystem, which offers business owners real-time …
Andrew S. Taubman, CPA, CFST
Principal, Accounting Services
Ft. Lauderdale
Andrew S. Taubman is a principal at Kaufman Rossin. Andy is charged with the development of the firm’s client base and is a market leader in the firm’s real estate sector services. He has a unique combination of technical accounting and tax acumen coupled with a strong understanding of how busin…
Deborah Young, CPA
Principal, Entrepreneurial Services
Miami
Deborah Young is a leader in Kaufman Rossin’s entrepreneurial services practice, with expertise in providing federal and state income tax compliance, planning, and consulting services to entrepreneurial and closely held businesses, hedge funds and their investors, professional service …













Meredith Tucker, CPA
Principal, Entrepreneurial Services
Ft. Lauderdale
Meredith Tucker is a principal with Kaufman Rossin and Practice Leader of the firm's Entrepreneurial Services group. Her expertise is in providing accounting, tax, and consulting services to dynamic companies and their owners across a variety of industries. She collaborates with entrepreneurs to…
Scott F. Berger, CPA
Principal, Entrepreneurial Services
Boca Raton
Scott F. Berger is a leader in Kaufman Rossin’s tax and entrepreneurial services practice. He has extensive experience advising clients on tax planning and tax compliance strategies and helping them achieve their business objectives.
Steven M. Demar, CPA
Principal, Entrepreneurial Services
Miami
Steven M. Demar focuses on domestic corporate and individual tax advice and planning, strategic business advisory services, and IRS and Florida Department of Revenue client representation. In addition, he has extensive experience working with clients through mergers and acquisitions. He advises corp…
Kenneth Dubow, CPA
Principal, Entrepreneurial Services
Miami
Ken is a trusted tax adviser to high-net-worth clients in a range of industries. With more than 40 years of accounting experience, he works hand-in-hand with closely-held companies and entrepreneurs to manage their corporate and personal tax needs.
Stewart Liebling, CPA
Principal, Entrepreneurial Services
Miami
Stewart G. Liebling is a principal in Kaufman Rossin’s entrepreneurial services practice. He is a trusted advisor with nearly 40 years of tax, accounting and consulting experience for individuals and closely held businesses.
David Merzel, CPA, CFE, EA
Principal, Entrepreneurial Services
Boca Raton
David Merzel joined Kaufman Rossin in 1995 and is a principal in the entrepreneurial services department. He lends his expertise to many engagements involving entrepreneurs and high net worth individuals. His specialty is closely held businesses and individual and business taxation.
Greg Muzii, CPA
Principal, Entrepreneurial Services
Miami
Gregory Muzii lends his expertise to entrepreneurial clients and closely-held businesses in a variety of industries.Greg is a Certified Public Accountant in Florida and a member of the American Institute of Certified Public Accountants and Florida Institute of Certified Public Accountants.
Terri Richards, CPA
Principal, Entrepreneurial Services
Boca Raton
Terri joined Kaufman Rossin in 2004 and is a Principal in the Entrepreneurial Services department. Terri provides a variety of services including financial statement reviews and compilations for closely-held businesses, and tax planning and compliance for corporations, partnerships and high-net…
Natalie Sands, CPA
Principal, Entrepreneurial Services
Ft. Lauderdale
Natalie Sands has been with Kaufman Rossin since 1984 and is a principal in the entrepreneurial services department. She leads engagements for high-net worth individuals and entrepreneurs in a variety of industries, including construction, real estate, professional services and manufacturing &a…
Henry W. Schade, CPA
Principal Emeritus, Entrepreneurial Services
Boca Raton
Henry W. Schade joined Kaufman Rossin in 1981 and is a principal in the entrepreneurial services department. His prior experience includes six years with the Internal Revenue Service.
Scott Soucy, CGMA
Principal, Outsourced Services
Naples
Scott leads Kaufman Rossin's outsourced services practice, leveraging the latest technology to provide sophisticated real-time accounting and business advisory services to clients. He developed Kaufman Rossin Connect's cloud-based technology ecosystem, which offers business owners real-time …
Andrew S. Taubman, CPA, CFST
Principal, Accounting Services
Ft. Lauderdale
Andrew S. Taubman is a principal at Kaufman Rossin. Andy is charged with the development of the firm’s client base and is a market leader in the firm’s real estate sector services. He has a unique combination of technical accounting and tax acumen coupled with a strong understanding of how busin…
Deborah Young, CPA
Principal, Entrepreneurial Services
Miami
Deborah Young is a leader in Kaufman Rossin’s entrepreneurial services practice, with expertise in providing federal and state income tax compliance, planning, and consulting services to entrepreneurial and closely held businesses, hedge funds and their investors, professional service …
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