j rosen financial data services

What j rosen financial data services does

J Rosen Financial Data Services, operating legally as Rosen, Weissman, Gerardo & Coberly, CPA Services, LLC, is a privately-held CPA firm headquartered at 3709 W Jetton Avenue in South Tampa, Florida, serving individuals and small-to-midsize businesses across the greater Tampa Bay region (Hillsborough, Polk, Pinellas, Manatee, Pasco, and Sarasota counties). The firm was founded by Justin Rosen, CPA, and operates as a multi-partner limited liability company whose named partners include Justin Rosen (Founder and Managing Partner), Janet Coberly (Accounting Partner), Charles Weissman (Tax Partner, joined 2023), and Jeremy Fry (Tax Partner), supported by a bench of roughly a dozen senior accountants, staff accountants, tax accountants, a senior auditor, and an office manager. The firm is actively recruiting across accountant, CPA, bookkeeper, and payroll specialist roles, and employs at least one remote senior accountant based outside Florida.

The firm's service portfolio spans six core offerings: Tax Preparation (for individuals, businesses, trusts, and nonprofits), Bookkeeping, Accounting, CFO Services (fractional/interim), Tax Resolution (IRS representation and tax debt resolution), and Payroll Taxes. Service delivery is built on established accounting and tax software — primarily QuickBooks (with multiple QuickBooks ProAdvisor certifications held by the team), Drake Tax for tax return preparation, and AppFolio, Buildium, and Rentvine for real estate and property management clients. There is no proprietary technology platform; differentiation rests on credentials (CPA, Enrolled Agent, VITA/TCE), QuickBooks ProAdvisor specialization, integration expertise with property management systems, and a "forward-thinking" advisory approach that emphasizes forecasting and scenario analysis rather than purely historical review.

The business model is sales-led and professional services-based: revenue is generated through hourly billing and contractual engagements with no publicly disclosed pricing tiers. Free initial consultations are offered as a top-of-funnel acquisition tool, and the firm's primary growth channels are word-of-mouth referrals, Google reviews (5-star rated), an SEO-optimized website, and direct outreach. The customer base is granular and diversified across more than 25 industries — including retail, medical, legal, real estate, restaurants, manufacturing, government contracting, and professional services — with no disclosed enterprise anchor customers. The firm is privately held with no external funding, no parent company, and no subsidiaries.

Name

j rosen financial data services

Legal name

Rosen, Weissman, Gerardo & Coberly, CPA Services, LLC

Website

https://southtampacpa.com

Company type

Private

Operating status

Operating

Short description

J Rosen Financial Data Services is a privately-held Tampa, Florida CPA firm offering tax preparation, bookkeeping, accounting, fractional CFO services, tax resolution, and payroll tax support to individuals and small-to-midsize businesses across the Tampa Bay region.

Ownership category

akta.pro rank

Product category

Professional Tax and Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Services-Management Services (8741)

akta.pro primary industry

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

akta.pro secondary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Tax preparation services
• Bookkeeping services
• CFO advisory services
• Payroll tax services
• Tax resolution services

Headquarters

HQ city

Tampa

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Professional Accounting Services: Hourly or contract-based accounting and bookkeeping services for small business clients, including monthly close procedures, reconciliations, accounts receivable/payable, and financial statement preparation.
2. Tax Preparation and Planning: Tax return preparation for individuals (1040), businesses (1120-S, 1120, 1065), trusts (1041), and nonprofits (990). Includes tax planning and consulting services.
3. Payroll Tax Services: Payroll processing, monthly tax deposit processing, quarterly and annual payroll tax filings for small business clients across various industries.
4. CFO/Controller Services: Part-time and interim CFO services providing financial advice, analysis, and management at a fraction of the cost of a full-time employee ($125,000+ annually). Services include training accounting staff, budget preparation, cash management, and merger/acquisition assistance.
5. Tax Resolution Services: IRS representation, tax debt resolution, penalty abatement, offer in compromise, installment agreements, and tax notice response for individuals and businesses.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

J Rosen Financial Data Services is a Tampa-based CPA firm that provides an integrated suite of professional accounting and tax services including tax preparation and planning, bookkeeping, accounting, part-time and interim CFO/controller services, payroll tax processing, and tax resolution with IRS representation. The firm serves both individual taxpayers and small to midsize businesses across the Tampa Bay area, delivering services through direct office consultations, on-site visits, and remote arrangements.

Product overview

J Rosen Financial Data Services (Rosen, Weissman, Gerardo & Coberly CPAs) is a CPA firm offering a unified suite of accounting and financial services. The core offerings include Tax Preparation, Bookkeeping, Accounting, CFO Services, Tax Resolution, and Payroll Taxes. These services are designed to work together as an integrated financial management solution for small to midsize businesses and individuals, providing everything from day-to-day bookkeeping to strategic CFO-level planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Tax planning and preparation services for individuals and businesses, including identifying tax-reduction strategies, claiming all eligible credits and incentives, and ensuring compliance with federal, state, and local tax laws. Returns include individual 1040s, business returns (1120-S, 1120, 1065), trusts (1041), and nonprofits (990).
• Bookkeeping Outsourced bookkeeping services including review and organization of books, chart of accounts creation, software setup, accounts payable/receivable management, bank reconciliations, and financial reporting for small business clients.
• Accounting Accounting services including analysis of balance sheets, income statements, and cash flow statements, bill payment, payroll processing, financial analysis, and tax navigation support for small to midsize businesses.
• CFO Services Part-time and interim CFO/controller services providing professional financial management including budget preparation, profitability analysis, cash management, financial planning, and business decision support at a fraction of the cost of a full-time CFO hire ($125,000+ annually).
• Tax Resolution IRS and state tax representation services including tax notice response, penalty abatement, payment plans, offer in compromise, and tax debt resolution for individuals and businesses facing tax authority issues.
• Payroll Taxes Payroll tax services including monthly tax deposit processing, quarterly and annual payroll tax filings, compliance with federal, state, and local payroll regulations, and employee data security for small business clients across various industries.

Quantifiable outcome

• Part-time CFO services at a fraction of the cost of hiring a full-time employee ($125,000+ annually)
• +1 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature1 record

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Emerging players

• Bench: Software-enabled outsourced bookkeeping service for small businesses, competing most directly with J Rosen's bookkeeping and monthly-close offerings through a tech-driven, subscription-based delivery model.
• Pilot.com: Tech-enabled bookkeeping, tax, and CFO services startup targeting SMBs and startups; offers automated bookkeeping and tax-prep that directly compete with J Rosen's lower-end bookkeeping and tax services while scaling nationally.

Broad incumbents

• CBIZ: National professional services firm providing accounting, tax, and advisory services to SMBs and middle-market companies; offers the same integrated tax + accounting + outsourced-controller value proposition as J Rosen, but across a broader footprint.
• RSM US: Major U.S. middle-market accounting and advisory firm with tax, accounting, and outsourced finance services directly competing for the same SMB and growth-company clients as J Rosen.
• BDO USA: Global accounting network serving U.S. SMB and mid-market clients with tax, accounting, and CFO-advisory offerings that overlap J Rosen's core services as part of a much broader portfolio.
• Withum: U.S. accounting and advisory firm serving SMBs and mid-market companies with tax, accounting, and outsourced CFO services that overlap J Rosen's core offerings at a larger, multi-office scale.
• Marcum LLP: Top-10 U.S. accounting firm offering tax, advisory, and outsourced CFO services to middle-market and SMB clients; competes for the same fractional-CFO and tax-prep engagements J Rosen serves but at significantly larger scale.

Direct peers

• Kaufman Rossin: Florida-based accounting and advisory firm headquartered in Miami with a strong SMB and real-estate practice, overlapping directly with J Rosen's Tampa-area CPA, tax, and CFO services for small/mid-size businesses and individuals.
• Cherry Bekaert: Mid-market accounting and advisory firm offering tax, audit, and outsourced CFO/controller services to SMBs and growing companies, with comparable service-line breadth and similar client profiles to J Rosen.
• Thomas Howell Ferguson: Florida-based regional CPA firm providing tax, accounting, audit and advisory services to SMBs and individuals across multiple industries, directly comparable in geography and service mix to J Rosen.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about j rosen financial data services