Accounting Solutions & Automation, Inc.
Certified Public Accounting Firm
The CPA/PFS Credential:
CPAs with the PFS credential are able to address their clients' comprehensive financial planning needs through their training in business, tax, estate, charitable giving, investments, risk management, and retirement planning. Every area of your plan has potential tax implications. You can be assured with a CPA/PFS credential holder that these issues will be integrated into your financial plan and not overlooked.
Bert Roberge, CPA/PFS has over 30 years experience in the fields of Accounting, Taxation, and Financial Planning. He is a licensed Florida Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Financial Adviser (Florida RIA Firm), Certified Specialist in Estate Planning (CSEP), Florida Real Estate Broker (FL RE Broker Firm), QuickBooks Pro Advisor, member of the American Institute of Certified Public Accountants, and a member of the Gulf Breeze and Navarre Chambers of Commerce. Bert is a resident of Gulf Breeze for over 20 years, and lived in Pensacola before moving to Gulf Breeze. He graduated from The University of West Florida (UWF) in 1982 with a Bachelors in Accounting, and then earned his Masters of Business Administration from UWF. His hobbies include fishing, golfing, kayaking, and SUP boarding.
Accounting Solutions is a Certified Public Accounting Firm located in Gulf Breeze, Florida. We serve the Florida Panhandle from Pensacola to Destin including Gulf Breeze, Pensacola, Navarre, Pensacola Beach, Fort Walton Beach. and Destin.
We offer a broad range of CPA services including tax, accounting, payroll, bookkeeping, IRS representation,
and financial planning.
Our company's mission is to assist our Clients with reducing their taxes and growing their wealth by providing quality professional services tailored to each Client’s needs. Our services continue after tax season to assist our Clients year-round to answer questions and help them achieve their financial goals.
We are members of the Gulf Breeze and Navarre Chambers of Commerce, and the American Institute of Certified Public Accountants.