| Capabilities Statement Link |
https://acrobat.adobe.com/id/urn:aaid:sc:US:02bdc2aa-a97d-41c2-addd-1ea743620f0f
|
| Phone Number |
910-364-9115
|
| Fax Number |
-
|
| E-mail Address |
sonia.rosa.cpa@gmail.com
|
| WWW Page |
https://www.cfocollective.io
|
| E-Commerce Website |
-
|
| Contact Person |
SONIA ROSA
|
| County Code (3 digit) |
057
|
| Congressional District |
14
|
| Metropolitan Statistical Area |
8280
|
| CAGE Code |
9P6Z8
|
| Year Established |
2023
|
| Accepts Government Credit Card |
Yes
|
| Legal Structure |
Subchapter S Corporation
|
| Ownership and Self-Certifications |
Hispanic American, Self-Certified Small Disadvantaged Business, Women-Owned Small Business, Woman Owned
|
| Business Development Servicing Office |
SOUTH FLORIDA DISTRICT OFFICE (SBA office code 0455)
|
| Capabilities Narrative |
Our firm is dedicated to delivering comprehensive financial management and advisory services to government entities. With a deep understanding of the public sector's unique financial challenges and regulatory requirements, we offer tailored solutions that drive efficiency, transparency, and fiscal responsibility. Our expertise spans budgeting, financial reporting, internal controls, audit readiness, and strategic financial planning.
|
| Special Equipment/Materials |
(none given)
|
| Business Type Percentages |
Service (100 %)
|
| Keywords |
CPA, Certified Public Accountant, MBA, Accounting, Spanish Speaker Accountant, Financial Statements, Government Accounting, Business Analysis, Finance, Consulting, Women Owned Business, Financial Analysis & Reporting, Financial Forecasts, Hispanic Owned Business, Financial Analysis, Pro Forma Statements, Proforma Development, Revenue Planning, Cash Planning, Revenue, Analytics, Financial Feasibility, Financial Data Management, Strategic Planning, Compliance and Monitoring
|
| Quality Assurance Standards |
(none given)
|
| Electronic Data Interchange capable |
-
|
Current Principals
SBA Federal Certifications
| HUBZone Certified |
No |
| Women Owned Certified |
No |
| Women Owned Pending |
No |
| Economically Disadvantaged Women Owned Certified |
No |
| Economically Disadvantaged Women Owned Pending |
No |
| Veteran-Owned Small Business Certified |
No |
| Veteran-Owned Small Business Joint Venture |
No |
| Service-Disabled Veteran-Owned Small Business Certified |
No |
| Service-Disabled Veteran-Owned Small Business Joint Venture |
No |
Bonding Levels
| Description |
Construction Bonding Level (per contract) |
| Level |
$0 |
|
| Description |
Construction Bonding Level (aggregate) |
| Level |
$0 |
|
| Description |
Service Bonding Level (per contract) |
| Level |
$0 |
|
| Description |
Service Bonding Level (aggregate) |
| Level |
$0 |
|
NAICS Codes with Size Determinations by NAICS
| Primary |
Yes |
| Code |
541211 |
| NAICS Code's Description |
Offices of Certified Public Accountants |
| Buy Green |
Yes |
|
| Code |
541213 |
| NAICS Code's Description |
Tax Preparation Services |
| Buy Green |
Yes |
|
| Code |
541219 |
| NAICS Code's Description |
Other Accounting Services |
| Buy Green |
Yes |
|
| Code |
541611 |
| NAICS Code's Description |
Administrative Management and General Management Consulting Services |
| Buy Green |
Yes |
|
| Code |
541990 |
| NAICS Code's Description |
All Other Professional, Scientific and Technical Services |
| Buy Green |
Yes |
|
| Code |
611430 |
| NAICS Code's Description |
Professional and Management Development Training |
| Buy Green |
Yes |
|
Export Profile (Trade Mission Online)
| Exporter |
No |
| Export Business Activities |
(none given) |
| Exporting to |
(none given) |
| Desired Export Business Relationships |
(none given) |
| Description of Export Objective(s) |
(none given) |
|
