How is personal financial planning priced — hourly or flat fee?

It depends on the engagement. We'll explain the structure clearly before you commit, so there are no surprises.

Do you work with both individuals and businesses?

We do. Suncoast CPA Group serves both businesses and families across the tri-county area.

A rare mix of credentials (CPA, CVA, CCIM, CFE), genuine local roots, and service that doesn't disappear after tax season.

Citrus County · Florida

Less stress at tax time, more confidence all year round.

The challenge

You're not sure whether you're overpaying the IRS — and no one has ever explained it.
You've been meaning to plan for the future, but there's never time.
Payroll takes hours you don't have, and one mistake could cost you.

What changes

What clients say

4.3· 11 Google reviews

Rhonda is awesome. Anytime I need something, I can reach out to her and she takes care of it promptly! Randy, being a second-generation CPA, has been in the business all of his life. I don't think there is a problem he can't solve! Definitely the best in our area!
Inspire Time · Google
Randy and group are awesome! Been dealing with them for over ten years!
Ellen Picardi · Google
Friendly and knowledgeable. Didn't mind spending time with me and answering questions. Highly recommend.
Gary Heaps · Google

As a Certified Fraud Examiner (CFE), we build internal controls that hold up.

Personal Financial Planning

Reliable personal financial planning means fewer surprises, better decisions, and more confidence all year long.

Our approach to personal financial planning starts with understanding your situation, then building a strategy around your goals in Citrus County.

Serving Black Diamond

From Black Diamond to the surrounding Citrus County towns, we're never far from our clients.

Whether your office is in Black Diamond or nearby in Citrus County, help is close by.

Questions

How is personal financial planning priced — hourly or flat fee?: It depends on the engagement. We'll explain the structure clearly before you commit, so there are no surprises.
Do you work with both individuals and businesses?: We do. Suncoast CPA Group serves both businesses and families across the tri-county area.
What makes Suncoast CPA Group different from other Black Diamond firms?: A rare mix of credentials (CPA, CVA, CCIM, CFE), genuine local roots, and service that doesn't disappear after tax season.

Serving Black Diamond and all of Citrus County from our Spring Hill and Brooksville offices.

Helpful resources

External resources open in a new tab. Suncoast CPA Group is not affiliated with these organizations.