ARTHUR S. LAZARUS, CPA - Fort Lauderdale - Hollywood, FL
Consulting Services From a CPA Who Knows Your Numbers, Not Just Your Strategy
Most business advisors offer high-level growth strategies without taking full responsibility for financial accuracy. When you engage Arthur S. Lazarus, CPA for project-based financial consulting, you work directly with a licensed CPA who analyzes your actual accounting records to solve targeted operational and structural challenges. Serving business owners across Fort Lauderdale - Hollywood, FL, our CPA consulting services bridge the gap between high-level strategic planning and true financial execution.
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SCOPE OF SERVICE
What CPA Consulting Covers (and How It's Different From Ongoing Advisory)
Project-based financial consulting for small business operations focuses on solving specific, defined challenges within a set timeframe. Unlike ongoing business advisory retainers, a consulting engagement targets a clear, defined deliverable, whether that is re-evaluating your corporate entity structure, evaluating a major asset purchase, or designing new financial workflow systems.
This involves detailed diagnostic reviews of your general ledger, tailored financial models for major deals, and direct direction from a licensed CPA. We examine your actual books, clean up clunky accounting processes, and put solid internal controls in place. The result? Your leadership team makes major moves based on tax-verified numbers rather than guesswork.
Targeted financial strategy planning for expansion, loans, or ownership restructuring
Entity structure analysis to optimize federal and state tax exposure as you scale
Systems and process consulting to modernize accounting software and internal controls
Project-based due diligence and financial modeling for capital investments or acquisitions
Direct CPA oversight to bridge the gap between high-level strategy and accounting execution
HOW TO DECIDE
When Does a Small Business Need Outside Consulting?
Usually it's not subtle. Growth speeds up, something operational breaks, or the way you've always done things quietly stops working. If you're re-evaluating your corporate entity structure, expanding into new state markets, or noticing manual accounting workarounds are slowing down growth, an outside CPA offers immediate clarity. Bringing in a consultant solves specific financial friction points without forcing you to take on the long-term cost of a full-time executive.
CORE SERVICE FOCUS
Entity Structure & Growth Strategy Consulting
As companies grow, keeping an old legal structure can trigger thousands in avoidable tax bills. Picking the right setup isn't a one-time task during business formation. Your setup needs periodic checks whenever revenue climbs or daily operations get more complex.
We review net income trends, owner pay needs, state tax footprints, and future exit plans. Then we map out an S-Corp election, C-Corp conversion, or multi-entity structure tailored to your goals. Handling both active tax returns and corporate consulting means your structure holds up under IRS checks while protecting cash flow.
Unsure Which Option Fits?
Have a distinct project? CPA Consulting Services targets specific, short-term operational shifts. Need ongoing CFO insights, monthly accounting reviews, and active cash flow tracking? Visit our Business Advisory Services page. (Note: Arthur S. Lazarus, CPA provides accounting and business advisory services; we do not offer wealth management or investment advisory).
OPERATIONAL SYSTEMS
Systems & Process Consulting
Revenue growth creates real operational friction. A process that worked fine for two people usually breaks somewhere between five and fifteen, not because anything failed, just because nobody went back and rebuilt it for the size the business actually is now.
Early on, the fix is usually straightforward: bookkeeping software set up correctly, bank feeds connected instead of entered by hand, invoicing that doesn't need someone chasing every client by phone. Once a business crosses into a bigger team, or starts mixing W-2 employees with 1099 contractors, inventory tracking and approval steps that used to happen informally need real structure behind them.
This is where systems and process consulting comes in as a project-based engagement: a full review of your current software setup, removing duplicate data entry, and connecting your point-of-sale, payroll, and accounting systems so they're reading from the same source.
If what you actually need is someone reviewing your numbers on a recurring basis rather than a one-time system rebuild, that's a different engagement, see our Business & Financial Advisory page for that kind of ongoing relationship.
SERVICE COMPARISON
Is Consulting or Ongoing Advisory Right for You?
Knowing whether you need project consulting or recurring advisory keeps your scope clear, so you pay only for the exact financial help your business requires.
Project-Based Focus
CPA consulting targets a specific, short-term operational challenge. You get a concrete strategy, software integration, or entity change within a set timeline.
Ongoing Advisory Focus
Business advisory gives you continuous CFO-level guidance. We manage cash flow tracking, review monthly results, and help you plan ahead on a routine retainer.
Scope Definition
Consulting begins with a quick diagnostic review and ends the moment we deliver your project. Advisory works as an active, long-term partnership instead.
Resource Allocation
A project engagement works best when you need deep CPA insight for a specific transition without adding a recurring monthly line item to your budget.
Financial Oversight Level
Project consulting fixes immediate accounting friction points or models a big deal. Advisory keeps tax strategy active and updates your forecasts throughout the year.
Seamless Transition
If a project uncovers a need for steady CFO support, we can transition your newly optimized financial systems straight into our advisory setup.
EXPERIENCE YOU CAN VERIFY
Who Leads Your Consulting Engagement
Arthur S. Lazarus, CPA
Founder & Managing Partner — Licensed in Florida (AC61458) and Maryland (13054)
Arthur Lazarus has a Master's in Taxation, and is a member of the FICPA, the Fort Lauderdale Chamber of Commerce, and the Hollywood Chamber of Commerce.
Financial consulting touches your taxes, your corporate structure, and your bottom line. That's why Arthur S. Lazarus, CPA handles it directly, in person or remotely, instead of handing your business off to junior analysts or generic business advisors with no view into your real tax picture.
Find out more about Arthur: https://www.linkedin.com/in/arthurlazaruscpa/
WHO THIS IS FOR
Serving Fort Lauderdale - Hollywood & Broward County
We're based in Hollywood, FL, and provide project-based financial consulting for small business owners across Fort Lauderdale and the rest of Broward County. Florida has distinct corporate filing regulations, state sales tax requirements, and local commercial considerations, places where a generic national business consultant can easily overlook crucial details.
Because your consulting is led by a local CPA firm, there is no disconnect when state tax or corporate structure questions arise. Entity conversions, local compliance planning, and multi-location system setups all go through one team that already understands the South Florida business environment.
CONSULTING SERVICES
Frequently Asked Questions
What's the difference between consulting and ongoing business advisory?
Think of consulting as hiring someone to fix one specific thing, an entity conversion, a system that needs setting up, and then the engagement ends. Business advisory is the opposite: no real end date, just a standing relationship where someone's checking your numbers every month or quarter and flagging what needs attention.
Is this a one-time engagement or ongoing?
One-time, by design. There's a start, a defined scope, specific deliverables, and a finish line. Once you're there, you can run with what's been set up on your own, or roll into an ongoing advisory arrangement if that ends up making more sense.
How is CPA-led consulting different from a generic business consultant?
A lot of business consultants are good at strategy talk and marketing frameworks, but they're not the ones accountable for your books. A CPA consultant isn't just theorizing, they're checking your strategy against your actual tax returns, your general ledger, and what Florida law actually requires.
What does a typical consulting engagement look like?
It begins with us going through your financial records and figuring out what you're actually trying to accomplish. From there we scope the work, deliverables and all, then execute, whether that's analysis, implementing a new system, or training your team where it's needed, and hand you a finished strategy at the end.
Get Started Today
Schedule a Free Consulting Session
Define your project scope, eliminate operational bottlenecks, and build a clear path toward scalable growth with project-based financial consulting from us.
Contact Us
Get in Touch
Office Info
Phone
Address
5184 SOUTHWEST 32ND AVENUE
FORT LAUDERDALE, FLORIDA 33312
Hours
Mon–Fri 8am – 6pm
Sat 9am – 2pm
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