Orlando, FL — Serving closely-held Central Florida businesses
High-touch, boutique advisory for Orlando's closely-held builders.
A specialized boutique CPA firm in Orlando focusing deeply on closely-held real estate, construction, and family-owned businesses. They offer intense, proactive advisory and outsourced controllership services.
If a contractor only talks to their CPA in April, they are losing money. Averett Warmus Durkee (AWD) operates on a completely different model. They are a high-touch, highly proactive advisory firm. They purposefully focus their client base on closely-held businesses—specifically in real estate and construction—so they can provide intense, year-round strategic guidance to owners and partners.
They excel at the complex intersection of construction and real estate development. If a mid-market construction company also holds a portfolio of commercial real estate or manages development joint-ventures across Orlando, AWD provides the brilliant entity structuring required to protect assets and minimize tax liabilities. They act as a fractional CFO, providing the high-level financial guidance needed to navigate explosive growth.
We think AWD is best for: Closely-held, family-owned construction and real estate development firms who want a highly proactive, boutique CPA firm to act as a year-round strategic advisor.
One thing to think about is their client profile. They are a premium advisory firm looking for deep partnerships. They are not the firm to call for a cheap, one-off tax return filing.
Instead of just reporting what happened last year, AWD meets with clients throughout the year to make strategic decisions that lower tax liability before the fiscal year ends.
Yes, they offer Client Accounting Services (CAS), acting as an outsourced controller to ensure a construction company's day-to-day books are perfectly maintained.
Absolutely. They specialize in the tax-efficient structuring of real estate acquisitions, developments, and joint ventures for their construction clients.
Value-based Pricing / Monthly Retainer