Robert Clark, CPA
Tax Planning:
- Tax Planning for high-income Business Owners
- Tax Planning for high-income Professionals (Doctors, Lawyers, Architects, etc.)
- Entity Selection to maximize tax savings
- Business Structuring to maximize tax savings
QuickBooks Online
- QuickBooks Online Consulting
- Apps for QuickBooks Online
Credentials:
- Licensed CPA in Florida
- Licensed CPA in Louisiana
- Certified Tax Coach, AiCTC
- QuickBooks Online Advanced ProAdvisor
- QuickBooks Desktop ProAdvisor
Education:
- B.S., Utah State University, 2000
- MBA, Utah State University, 2002
EDUCATION
UTAH STATE UNIVERSITY
MASTER OF BUSINESS ADMINISTRATION
FLORIDA CPA LICENSE
LOUISIANA CPA LICENSE
Marina
Marina grew up in Phoenix, AZ. She is the youngest of nine siblings, and is a wife and mother to four energetic boys. She has worked in the financial industry for 15 years. She received her B.S. in Accounting from Western Governors University. She is currently working on her Masters Degree so she can become a CPA. She loves the outdoors and regularly goes hiking and jogging.
JoAnne
Joanna is originally from Hartford, CT. She graduated from Eastern Connecticut University with a degree in Accounting and is a Licensed CPA in the State of Florida. JoAnne joined the team in 2019 and focuses on complicated personal tax returns, tax law research, and small business accounting. She has a son that served 24 years in the Marine Corps and a grandson currently serving in the Marine Corps.
Katrina
Katrina is the daughter of a Naval Captain and a classically trained pianist, Katrina came to Key West over 25 years ago from the DC metro area with her husband. A graduate of the University of Maryland with degrees in political science, economics, and organizational administration, she started her career as a librarian for two universities. Since arriving in Key West, she has had a varied career in real estate, government and education and tourism before transitioning to work for Robert Clark LLC.
Educating Clients and our mini-MBA Course
Because we don't bill by the hour (our price is fixed, regardless of the time we spend with you) clients often like to spend extra time with us asking questions about their finances. We love explaining financial topics to our clients!
One of the service packages we offer contains a series of instruction on how to perform basic accounting tasks in QuickBooks. We then teach you how to read and analyze your financial statements. We call this our mini-MBA Course. It's a hybrid of us doing your accounting while you watch and learn, and then you do it while we monitor how you're doing. We also teach you how to read your financial statements. After a year, you should be able to handle most of your own accounting and be able to analyze your financial statements in a meaningful way that helps you manage your business.
Why is analyzing your financial statements important? You may be an expert in your field, but if you don't have accurate financial statements, and know how to analyze them, you're operating somewhat blindly. Accurate financial statements are the single most important tool you have to manage your business and knowing how to properly analyze them is paramount to sustained success.
Technology
We are very technology-driven and run a paperless office. We use a lot of cutting-edge apps and software in our firm. This allows us to do more with less people.
We offer many apps to our clients for free or at a discounted price. We have apps for keeping track of receipts, cloud storage, employee debit cards, financial analysis, employee time-tracking, and more. Most of the apps we offer integrate seamlessly with QuickBooks Online, Microsoft OneDrive, DropBox, Google Drive, and Evernote.
Cybersecurity
We have invested a lot into securing our client's information from hackers and other 3rd Parties. We contracted with a leading Cybersecurity Firm to evaluate our security. When they came back with recommended changes to our IT Infrastructure we implemented them immediately. We spared no expense in this. We also have an on-going contract with a Cybersecurity Firm that regularly monitors for breaches and ensures we're using best practices in securing our customer's information. While no one can guarantee your information is 100% safe, we've taken every possible step to keep it safe.
