Accounting & Assurance

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation
  • Bookeeping (Monthly/Quarterly/Annual)
  • Accounting System set up for new business
  • Payroll Services
  • Personal financial statements

Reviews & Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance:

*Review - some analytical procedures conducted with limited assurance

*Compilation - based upon client information provided and used primarily for internal use.

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

20th Annual Bruce Rossmeyer Ride for Children
J Larsen

Education:

  • Bachelor of Science in Accounting from Rockhurst University 1995

Professional Affiliations:

  • Florida Institute of Certified Public Accountants
  • Missouri Institute of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • National Association of Certified Valuation Analysts

Heather J. Larsen, CPA, CVA

President

Heather J. Larsen, CPA, CVA, is the owner of J Larsen & Associates, P.C. She started her career in the tax department at Grant Thornton, LLP, an international public accounting firm in 1995 and left in 2001 as a Tax Manager in order to fulfill her dream to form her own accounting firm.

Heather has over twenty years of public accounting experience in providing tax planning and saving strategies, technical tax compliance, financial audits, business entity structuring, as well as management accounting and consulting services to clients in various industries.  She has extensive knowledge of tax laws and has successfully represented numerous taxpayers in State and Internal Revenue Service Examinations at both the local and appeals levels.  She is also a Certified Valuation Analyst and is well versed in the conditions that involve valuing businesses for estate tax purposes, charitable gifting, succession planning, and divorce and litigation support.  Heather has experience with clients in various industries including Automobile Dealerships, Powersports Dealerships, Real Estate Management and Development, Farming Industry, and a multitude of service related businesses. 

Heather strives to deliver excellent, individualized service and to make a difference in the lives of others through her ability to provide accurate and honest accounting and tax advice, as well as ethical valuations of businesses.

Heather is a Certified Public Accountant licensed in the states of Florida and Missouri and a National Certified Valuation Analyst and she sits on the Ethics Board of NACVA.

Her firm participates and holds a passing peer rate as administered by the AICPA and the Florida Institute of CPAs.