Executive, Management, Consulting, and Professional Development Services
Jacksonville: (904) 268-1148 | St. Augustine: (904) 945-1220

Balog + Tamburri, LLC

Clarity, Experience & Innovation
Balog + Tamburri, LLC
CPAs, Consultants & Advisors

Audit, Accounting, Bookkeeping, Tax and Virtual CFO Services

The Certified Public Accounting Firm of Balog + Tamburri, CPA’s is proud to present our team of qualified seasoned auditors, insightful accounting and experiences tax professionals. Every member of our Firm brings over 15 years of “Hands-On” experience in servicing a full array of audit, tax and accounting clients.

Our professionals also bring business ownership experience to our clients. We have “Walked the walk.” Our experience includes both client service and business ownership.

We assist business start-up’s to begin their journey on the right foot, small business owners seeking help to improve their financial viability, Home Owner Associations meet their regulatory and reporting requirements, 501(C)(3) organizations, medical, dental and veterinarian offices deal with the changing roadmap of compliance and reporting, and large enterprises understand both the road traveled and the road ahead.

We specialize in assisting our clients exceed their operational and financial goals and objectives. We have the knowledge and experience to navigate the economic road ahead, as well as the clarity, and innovation give you the strategic advantage you need to excel in this challenging economy. Our areas of expertise include:

Auditing Services:

Audits, Reviews and Compilations — Our clients include HOA’s and other community property organizations, Not-for-Profits, and Small and Mid-sized businesses. We staff our audit, review and other attestation and assurance services with knowledgeable professionals who are current on the latest regulatory requirements and technical developments. Our professionals all have relevant industry experience, specialized training, and accounting expertise. Our “Total Client Service” approach ensures same-day response to all inquiries by your team of dedicated professionals who will take the time to answer your questions and keep you totally informed every step of the way. We take the time to explain the reports of your financial performance and we provide cost-effective recommendations on your procedures and internal controls.

Accounting Services:

Accounting – We provide Ongoing Accounting Services with seasoned degreed accountants with no less than 15 years hands-on accounting experience. Unlike other firms, we do not bill you to train our staff. This way we can ensure we provide you with a cost-effective service with the full service and qualifications of true accounting professionals.

Bookkeeping Services

Bookkeeping – Since we only use seasoned, experienced, degreed accountants, to perform our bookkeeping servcies, we can spot business irregularities, potential fraudulent transactions and offer business advice other firms using “Bookkeepers” can’t. We specialize in QuickBooks, Peachtree and other accounting software ensuring your financial records are in total compliance, and that your daily operations run at peak efficiency. Our qualified staff can set up systems and assist you with day-to-day tasks associated with bookkeeping.

Business Development, Planning and Budgeting

Financial Analysis, Forecasts, Budgets and Projections — Looking through the windshield is often more important than glazing through the rear-view mirror. We believe that assisting you develop the financial forecasts for your business is a critical as reporting on your past performance. That is what differentiates us from the pack. As part of all our accounting services, we provide an in-depth analysis of your past financial performance as well as creating forward-looking projection of where your organization is heading.

We not only create forecasts, our professionals are on the faculty of University of North Florida and seminar groups like American Management Association, leading seminars on modeling and forecasting. Whether you need basic projections or complex financial models, our internationally-recognized professionals will work with you to obtain the decision-support data you require. We are with you every step of the way.

Richard T. Balog, CPACFF, CIA, CGFM, DACFE has 30+ years experience as a CPA. He is licenced in both Florida and Maryland. Rick manages the Audit and Accounting Practice of the Firm and is Managing Partner of the Jacksonville, FL office. He is a recognized leader in small business development and specializes in helping distressed businesses through the tough times. He has saved over 100 companies like yours from bankruptcy and turned them into thriving buisnesses.

The Profit-Plus Back Office Support:

Are you Navigating today’s Business Interstate by looking through the windshield, or looking into the Rear View Mirror?

If you are using traditional bookkeeping tax and accounting services, that is exactly what you are doing.

Let Balog + Tamburi Support Your Efforts through our Total Back Office Support Services:

Far more than just bookkeeping; Beyond just finance and accounting; More support that a Virtual CFO –

Our PROFIT-PLUS TOTAL BACK OFFICE SUPPORT eliminates the burden of running a business soo you can enjoy owning a business!

You concentrate on growing your business; let us worry about the paperwork!

Ask yourself these Key Questions:

  • Is your accounting staff giving you financial reports that you don’t understand?
  • Does your Income Statement show a profit, but your bank account says otherwise?
  • Can your employees go on vacation while you can’t?
  • Are you are working more hours than ever but you are still short of cash
  • Do you spend time away from your family trying to “Get the Books Caught Up”
  • Has it been more than a month since you visited your largest clients?
  • Does your dog bark at you when you come home?

If you answered YES to two or more of these questions, you owe it to your self and your family to let ARC’s Virtual Back Office services take on the burden of running a business so you can enjoy the benefits of OWNING a business.

Balog + Tamburri’s PROFIT-PLUS CFO Services Practice is staffed by professional accountants and tax professionals with over 35 years of hands-on accounting and financial management experience. We don’t hire clerical bookkeepers, nor do we employ “Tax Preparers,” just professional accountants with at least 20 years of hard-nosed business ownership and accounting experience.

When you choose Balog + Tamburri’s Accounting, Tax and Virtual CFO Services Practice, a financial specialist will come to your business on an as needed basis, with the highest level of integrity, personal diligence and vast experience, providing the solutions you need to prosper. When not on site, we’re just a phone call away!

We have “Walked the Walk” and can work with your bank, the IRS, your operations and plant managers, suppliers and customer base to build the financial reporting and management infrastructure you need.

Tax and Tax Planning Services

Rob Tamburri has over 25 years of tax, accounting and audit experience. He is licenced in both Georgia and Florida. Rob manages the Tax Practice of the firm and is Managing partner of the Atlanta, GA office.

Our tax professionals’ broad range of education, expertise and talent, combined with their thorough knowledge of the latest regulations and legislation, means we can identify issues and develop the best strategies for you and your organization. Our knowledge and judgment can be a critical component of your success at public hearings, during mergers and acquisitions, in structuring exit strategies and buy/sell agreements, and dealing with multi-state taxation issues. With the bottom-line goal of reducing tax exposure, we successfully counsel clients with a businessperson’s perspective.

Kate Robbins has over 25 years of experience as an accountant, Corporate Controller and Chief Financial Officer (CFO) for medium to large manufacturing and service companies. She understands the needs of the entrepreneur. She can develop the financial reporting systems your organization needs to meet the challenges that lie ahead, and answer the tough questions that can help you move your organization to the next level.

In these challenging times, and the economy being as brittle as it is today, companies across the country are struggling to remain profitable—and trying to find ways to do more with less. Companies, perhaps, like yours.

What if you had access to a highly-skilled financial specialist available when and only when you need one can help grow your business and increase profits without the additional overhead of a full-time employee?

Administrative Support Services

Growing businesses often outpace their support staff. This can result in chaos and IRS issues during tax time. That is why ARC provides a complete array of Administrative Support Services. Our Director of Administrative Services, Ms. Jen Errair leads our “Admin 911” consulting services.

Whether it is just catching up on filing or a total overhaul of the administrative aspects of your organization, ARC can provide a streamlined, cost-effective solution. Some of the services we provide include:

  • Filing and file organization
  • Sales administration and tracking
  • Expense report processing
  • Payroll processing
  • Payroll Tax Reporting
  • Sales and Use Tax Reporting
  • QuickBooks maintenance
  • Bookkeeping
  • File Maintenance
  • Business correspondence

Small Business Resource Network

ARC is a proud member of the Small Business Resource Network. Please click on the Logo below for additional information.

For a free consultation with absolutely no obligation or cost to you call Kate Robbins, VP – Accounting Services today at 904-268-1148 or email Kate at Kate@ArcConsultingGroup.com

We look forward to speaking with you, and to helping you increase your profits in this challenging economy.

Balog + Tamburri is a proud member of the Northeast Florida Better Business Bureau

Balog + Tamburri is an Associated Medical Office Experts Certified Vendor

Alternative Fee Structure Arrangements

At ARC we ensure your success. We prefer performance-based and fixed-price arrangements. We are the experts, let us take the risk. The table below lists the typical types of forensic consulting arrangements ARC offers our clients. All of ARC’s active clients receive free unlimited phone support.

ARC Consulting Alternative Fee Arrangements

Performance-Based

ARC will work with you to identify the specific objectives of the job. We’ll develop a business case to determine the profit-enhancement benefit of our services. You pay us based on our performance toward the business case.

Fixed-Price

ARC prefers a fixed-price arrangement. If you can clearly define the objectives of the job, we’ll offer a fixed-price agreement. If you’d like help defining the products or services, we can fix-price that service also. You pay us only upon your acceptance of the products.

Time & Expense

When you’re not quite sure what you need, or you just need some additional expertise, ARC offers competitive hourly rates — and we don’t gouge you by billing for travel time.

Our pledge is that your company’s financial reporting needs will be completed on time, on budget, and provide the decision-support information you need when you need it. We let you concentrate on growing your business, let us worry about the paperwork!.

Our Staff

The professional staff of ARC brings more than 100 years of combined financial, forensic, legal, operations, technology, project management, and executive management “hands-on” experience. We have successfully investigated frauds and helped many organizations who have faced challenges similar to yours.

Every consultant assigned to your engagement will bring in excess of 10 years of hands-on experience in your industry dealing with your issues. Unlike other firms, you don’t have to train our professionals. We are the experts. We train the professionals that other firms hire.