Kristina Helferty
What we could verify
- Registered business?
- Not found in the state registry search
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- QuickBooks
Who they say they serve: construction, real estate, manufacturing, franchises, nonprofits (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 4 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Kristina Helferty | /contact-us | |
| Website | https://www.helfertycpa.com/contact-us/ | /contact-us | |
| Office locality | Clearwater, FL | /contact-us | |
| Phone | +17273102000 | /contact-us | |
| Offers bookkeeping | Documented: Accounting & Bookkeeping Services - Kristina Helferty, CPA Accounting & Bookkeeping Services All businesses... | /bookkeeping-and-accounting | |
| Monthly bookkeeping | Documented: ...single year. When Kristina was 13, her mother’s CPA taught her how to maintain her monthly accounting. This would save Kristina’s mom a ton of money and was great experience for... | /about-us | 8 pts (max 8) |
| AP / AR | Documented: ...team offer all the bookkeeping and accounting services your business needs, including: Accounts payable and receivable services Bank reconciliation Financial analysis Financial... | /bookkeeping-and-accounting | 4 pts (max 4) |
| Payroll coordination | Documented: ...All businesses require some form of bookkeeping and accounting. Whenever you prepare payroll, budget for operating costs such as rent and utilities, and plan for growth activities... | /bookkeeping-and-accounting | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...management services, including tax planning and prep, business consultations, and financial statement assistance, contact Kristina Helferty, CPA, today! | /contact-us | 6 pts (max 6) |
| Industries served (documented) | construction, real estate, manufacturing, franchises, nonprofits, retail | /about-us | 5 pts (max 5) |
| Software supported | QuickBooks | /bookkeeping-and-accounting | 5 pts (max 5) |
| Local / remote model stated | Local | /about-us | 3 pts (max 3) |
| What is included / excluded | Documented: ...you’re finding your way up. As Quickbooks Pro Advisors, some of the benefits offered include: Saving time on bookkeeping and paperwork Customized information to work the way you... | /bookkeeping-and-accounting | 5 pts (max 5) |
| Named contact / team | Kristina Helferty, CPA | /contact-us | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4).
- Not verified. Searched Florida Division of Corporations (Sunbiz) corporate data file for 'Kristina Helferty' on 2026-09-26: no matching record (State business registry): Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Communication channel / process (0 pts, max 3).
Check it yourself on the state's own records: Florida Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 22 evidenced items come from Kristina Helferty's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.