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CB Strategic Accounting, LLC

PREMIER TAMPA accounting services

DRIVE GROWTH WITH STRATEGIC  INSIGHTS

Maximize your profitability with precise bookkeeping services and financial reporting designed for Tampa businesses.

Our Strategic Services

Customized financial solutions for Tampa entrepreneurs and individuals, delivering the exact precision and tax efficiency required to scale your business with confidence.

Bookkeeping

Professional monthly management ensuring impeccably clean books, providing you with an organized financial foundation to drive long-term business success.

Financial Reporting

Transparent P&L statements and performance analysis that empower you with the clarity needed for strategic, high-level decision-making.

Tax Preparation

Proactive planning and meticulous compliance strategies designed to optimize your tax position and secure your personal or business financial future.

Strategic Accounting, Taxes and Financial Management

We have built a reputation for technical precision and authoritative financial guidance.

About the Firm

CB Strategic Accounting, LLC is a premier accounting firm dedicated to providing business owners with the financial clarity they need to thrive. Based in the Tampa area, we specialize in comprehensive bookkeeping, strategic tax planning, and insightful financial management. Our mission is to transform complex financial data into powerful tools for growth, ensuring your business remains compliant, efficient, and profitable.

Services & Pricing

Monthly Bookkeeping and Financial Reporting Packages

Basic Package
Standard Package
Advanced Package
Fractional Bookkeeping

  • Monthly transaction categorization

  • Bank and credit card reconciliations

  • Accounts payable and accounts receivable tracking

  • Monthly financial statement preparation (Profit & Loss and Balance Sheet)

  • Accounting System maintenance

  • Cleanup of uncategorized transactions

  • Email support

  • Coordination with tax preparer

  • Quarterly financial review meetings

Fractional Accounting
Includes all Basic Fractional Bookkeeping services, plus:
Includes all Standard Fractional Accounting services, plus:
Fractional CFO

  • Monthly Profit & Loss, Balance Sheet, and Cash Flow Statement preparation

  • Budget-to-actual analysis

  • Trend and variance analysis

  • Revenue and expense analysis

  • Month-end close procedures

  • Cash flow forecasting

  • Profitability recommendations

  • Expense reduction analysis

  • Monthly or bi-monthly strategy meetings

  • Rolling 12-month forecasts

  • Annual budgeting and planning

  • Cash flow management strategies

  • Profitability improvement plans

  • Break-even analysis

  • Pricing strategy and margin analysis

  • Business growth and scenario planning

  • Financing and lending package preparation

  • Quarterly business reviews and strategic planning support

Tax Preparation

  • Individual Returns
  • Business Returns

One-Time Services

  • Cleanup / Catch-up Work
  • QuickBooks Setup​
Optional Add-Ons

Payroll processing • Sales tax filing • Additional reporting

CB Strategic Accounting delivers accurate, reliable bookkeeping and tax services so you can stay organized, compliant, and focused on your business.

Get in Touch

Whether you're a small business owner or an individual looking for strategic financial clarity, our team is ready to help you navigate your tax and bookkeeping needs.

Location: Tampa, Florida

Email: gary@cbstrategic.net

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