Advisory Services That Move Your Business Forward
Every business faces turning points, whether it’s choosing the right structure, securing financing, expanding into new markets, or preparing for an ownership transition. At Brock CPA, our role goes beyond accounting. We serve as trusted advisors to business owners in Jacksonville and Northeast Florida, providing clarity and guidance when the stakes are high.
Our team works closely with companies of all sizes, from startups laying their foundation to established organizations planning for growth or succession. We work alongside your existing financial leadership: controllers, CFOs, and bookkeepers, to analyze the financial side of your operations, enhance strategy, strengthen operations, and support confident decision-making.
With decades of experience serving businesses across Jacksonville, Ponte Vedra, St. Augustine, and surrounding communities, we provide both local insight and proven financial expertise. The result? Practical, data-informed recommendations that improve profitability, efficiency, and long-term success.
See How Our Jacksonville Business Advisory Services Help Companies Thrive
Our Core Business Advisory Services
Financial Clarity & Oversight
• Advisory Partnership with Financial Leaders – Collaborate with your existing CFO, controller, or bookkeeper to enhance financial visibility and strategic planning.
• Tax Planning Integration – Align tax strategies with overall business and financial goals.
Strategic Growth & Planning
• Performance Benchmarking & Insights – Compare your performance to industry trends and key metrics to identify growth opportunities.
• Financial Forecasting & Budgeting – Model potential scenarios and track progress toward measurable objectives.
• Operational Reviews – Evaluate efficiency, uncover risks, and recommend improvements for better outcomes.
Organizational Development
• Strategic Business Plans – Create detailed roadmaps that align financial goals with operational execution.
• Compensation & Benefits – Design competitive programs to attract and retain key employees.
• Equity & Incentive Programs – Develop ownership and incentive structures to reward high-performing leaders.
Transactions & Transitions
• Mergers & Acquisitions – Navigate deals with confidence through expert guidance and due diligence.
• Business Succession Planning – Create a tax-efficient roadmap for leadership and ownership transitions.
• Litigation Support – Receive experienced financial analysis and documentation for business disputes.
Why Jacksonville & Northeast Florida Businesses Choose Brock CPA
✔ Local Expertise, Proven Experience – Decades of experience advising businesses across Jacksonville, Ponte Vedra, and St. Augustine, with strategies tailored to local and national markets.
✔ Comprehensive Perspective – From bookkeeping and tax compliance to long-term strategy, we connect financial insights to your business goals.
✔ Personalized Solutions – Every company is unique; we adapt our advisory approach to your size, industry, and stage of growth.
✔ Your Long-Term Partner – We support your business through growth, transition, and succession — not just at year-end.
✔ Trusted by Florida Businesses – Entrepreneurs and established organizations alike count on us to simplify decisions, manage risk, and improve profitability.
Jacksonville Business Advisors: Frequently Asked Questions
While accounting looks at past performance, advisory services focus on the future. A business advisor helps you make smarter decisions about strategy, growth, financing, and operations. At Brock CPA, we look beyond the numbers to guide you through opportunities and challenges at every stage of your business.
Absolutely. Many of our clients are entrepreneurs launching or scaling small businesses. We help new companies with entity selection, financing strategies, and cash flow planning to start strong.
Rather than acting as an outsourced CFO, Brock CPA partners with your existing financial team to enhance strategic decision-making, provide high-level financial analysis, and help translate data into actionable insights.
Yes, we create structured plans to ensure leadership and ownership transitions happen smoothly, protecting your legacy while preparing the next generation for success.
Yes. We provide valuations, due diligence, and financial guidance for mergers, acquisitions, and sales, so you can make confident, informed decisions.
While we’re headquartered in Jacksonville, we work with companies throughout Northeast Florida, including Ponte Vedra, St. Augustine, Orange Park, Amelia Island, and surrounding areas.
Ready to Take Your Business Further?
Whether you’re a startup building momentum, a growing company planning your next move, or an established business preparing for succession, Brock CPA is here to help. Our business advisory team combines deep local knowledge with decades of CPA experience to guide Jacksonville and Northeast Florida businesses toward lasting success.