beyond the numbers - foresight financial...foresight financial cpa firm pllc 751 park of commerce...

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BEYOND THE NUMBERS Welcome to Foresight Financial, a full service CPA firm located in beautiful Boca Raton! Our services transcend accounting to include virtually every aspect of your financial life, whether corporate, personal or estate. With a boutique culture, we focus on you and your growth in a personalized atmosphere. Our team is here to help you see beyond the numbers. Foresight Financial CPA Firm PLLC 751 Park Of Commerce Drive, Suite 128 Boca Raton, FL 33487 Tax Strategy, Preparation, Mergers & Acquisitions, Estate & Trust, Cannabis Industry, Entrepreneurs JASON BROWN, FOUNDER/CEO

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  • BEYOND THE NUMBERS

    Welcome to Foresight Financial, a full service CPA firm located in beautiful Boca Raton!

    Our services transcend accounting to include virtually every aspect of your financial life, whether corporate,

    personal or estate. With a boutique culture, we focus on you

    and your growth in a personalized atmosphere. Our team is

    here to help you see beyond the numbers. Foresight Financial CPA Firm PLLC

    751 Park Of Commerce Drive, Suite 128

    Boca Raton, FL 33487

    Tax Strategy, Preparation, Mergers & Acquisitions, Estate & Trust, Cannabis Industry, Entrepreneurs

    JASON BROWN, FOUNDER/CEO

  • JASON BROWN, FOUNDER/CEOWith over 20 years of experience in the accounting profession, Jason specializes in providing customized tax, accounting, CFO and consulting services and solutions for businesses, startups, venture-backed companies, estate and trusts and high net-worth individuals.

    TAX PLANNING AND CONSULTING SERVICES • Federal and state tax planning and compliance for income, sales Payroll, franchise and estate taxes • Entity formation strategy • International tax planning and compliance • Taxes for restricted stock, stock options, equity for services, convertible debt, intellectual property, research and development credits and mergers and acquisitions • Tax Minimization and exit strategies for estates, trusts and high net-worth individuals • Fiduciary Accounting ACCOUNTING, CFO, BOOKKEEPING AND STARTUP SERVICES • CFO Services including accounting setup, bookkeeping, monthly or quarterly financial reporting, financial data analysis • Strategic growth analysis, financial business models, cash flow analysis, due diligence, and Mergers and Acquisitions • Slide decks, business plans, preparation for pitching to investors, introductions to angel and venture capital sources • Prepared, compiled and reviewed financial statements INDUSTRY FOCUS – Technology and Software Development, Cannabis, Construction, Medical Offices, Services Providers, Call Centers, Rehabilitation Centers, Medical Device Companies, Restaurants and Retail. AFFILIATIONS • Mentor for Florida Atlantic University Tech Runway • Member of CLAB (Cannabis Law, Accounting and Business Owners) • St. Jude’s Children’s Research Hospital • BAK Middle School of the Arts Foundation • Fine Arts Booster for North Broward Preparatory School EDUCATION AND CERTIFICATIONS • Certified Public Accountant – Florida, 2006 • M.B.A., Florida Atlantic University, 2000 • B.S., Accounting, University of South Florida,1998

    FF-Fact Sheet.pdfFF-Fact Sheet 2(1).pdf