Samuel & Associates
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA firm permit active · AD71777 · Florida Board of Accountancy (DBPR public records download)
- Publishes prices?
- Publishes a starting price
- Local or remote?
- Local + remote
- Software?
- QuickBooks
4 of 5 answered from a dated source.
Documents 4 of 5 core services; CPA license verified with the state board; publishes a starting price.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Samuel & Associates | home page | |
| Website | https://www.samuelandassociates.com/ | home page | |
| Office locality | Miami, FL | home page | |
| Service area | United States (stated by the firm) | /about | |
| Phone | +13057285389 | home page | |
| Offers bookkeeping | Documented: ...Running a business can be challenging, but your finances don’t have to be. From bookkeeping to Virtual CFO support, our business services are designed to simplify your processes... | /about | |
| Monthly bookkeeping | Documented: ...Investment starting at $1,495/month This service is ideal for businesses that want monthly accounting support and peace of mind. We manage your books and provide two detailed... | /for-businesses | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...setup, we’ll guide you through the process. SCHEDULE THIS CONSULTATION Accounting Cleanup Service Investment starting at $350 per month of records to be reconciled Books a mess?... | /for-businesses | 5 pts (max 5) |
| Payroll coordination | Documented: ...for growth. We also provide tax planning, cash flow management, 1099 support, payroll, and more. SCHEDULE THIS CONSULTATION Entity Structure + Compliance Services Investment... | /for-businesses | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...reports a month, ensuring everything is verified by a CPA. Great for businesses needing financial statements for their tax return or financing opportunities. SCHEDULE THIS... | /for-businesses | 6 pts (max 6) |
| Software supported | QuickBooks | /for-businesses | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Active CPA firm or individual license (state board) | CPA firm permit active · AD71777 · Florida Board of Accountancy (DBPR public records download) | State accountancy board Third-party Sep 26, 2026 expires Dec 31, 2027 | 8 pts (max 8) |
| Pricing approach published | Publishes a starting price: "starting at $3,495" | /for-businesses | 6 pts (max 6) |
| Onboarding described | Documented: ...03/ Onboarding Once the agreement is signed, we’ll guide you through a seamless onboarding process to get started. Up What Our Clients Have To Say I was skeptical on trying this... | /about | 4 pts (max 4) |
| Named contact / team | Nicholas L. Samuel, CPA | home page | 3 pts (max 3) |
| Communication channel / process | Documented: ...tax filing for both individuals and businesses. We collect your documents through our secure portal, prepare your return, and look for opportunities to lower your tax liability.... | /for-individuals | 3 pts (max 3) |
Checked and not found
- Not documented. Checked 7 pages of the firm's own site on 2026-09-26 (Firm's own website): AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); What is included / excluded (0 pts, max 5); Reporting cadence stated (0 pts, max 4); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Florida Board of Accountancy license search and business registry search.
- Active CPA firm or individual license (state board): Florida lists an ACTIVE CPA firm permit (Current) under this name, expiring 2027-12-31. It does not prove service quality.
Data limitations
- 21 of 22 evidenced items come from Samuel & Associates's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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