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Enrolled Agent • Technology Consultant • Data Analyst

Bookkeeping, Tax & Business Technology for Peace of Mind

More than numbers. We're your trusted advisors for bookkeeping, tax compliance, technology implementation, and data-driven decisions. Welcome to the AI era of business.

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Since'18
Serving Businesses
700+
Returns Filed
100%
Service-Based
Next Tax Deadline● Live
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📚
Bookkeeping
Clean, organized books
📋
Tax Returns
S-Corp, LLC, Sch C
🤖
AI & Tech
Modern tools
📊
Data Insights
Smarter decisions

PTN Accounting was founded in 2018 with a simple mission: help business owners stay compliant and understand their numbers. As technology became a major force in our industry, the firm evolved. Today, bookkeeping, tax, and business technology live under one roof — one firm, one team, one point of contact.

Our technology consulting practice — automation, dashboards, and custom business tools — is now fully part of PTN Accounting. See Technology Services →

What We Do

Services That Grow With You

From startup to scale. Whether you're just starting or ready to optimize, we meet you where you are.

📚

Business Bookkeeping

Monthly reconciliation, categorization, and financial reports that actually make sense. Know where your money goes.

  • Monthly bank & credit card reconciliation
  • Profit & Loss statements
  • Balance sheet preparation
  • QuickBooks Online management
  • 1099 preparation & filing
📋

Business Tax Returns

Accurate, timely filing for S-Corps, LLCs, and Schedule C. We handle the IRS so you can focus on your business.

  • S-Corporation (Form 1120-S)
  • LLC / Partnership (Form 1065)
  • Schedule C (Sole Proprietor)
  • Quarterly estimated tax guidance
  • IRS correspondence handling
Core Service
🤖

Technology & AI Implementation

Welcome to the AI era. We help you implement modern tools that make your business more efficient and profitable.

  • Software evaluation & selection
  • QuickBooks setup & optimization
  • Workflow automation
  • AI tools for business efficiency
  • Integration between platforms
Your Journey

Every Business Starts Somewhere

We understand where you are and help you get where you want to be.

01
🌱

Starting Out

Planning to start the right way? We guide you through entity selection, initial setup, and the tools you'll need from day one.

02
📈

Growing

Business is moving. We help you evaluate costs, implement efficient tools, and provide data that enables smart decisions.

03
🚀

Scaling

Ready to optimize? We deliver comprehensive data analysis, insights, and technology that helps you manage and grow strategically.

Technology Services

Your Back Office, Modernized

The consulting work we built our reputation on — automation, dashboards, and custom business tools — delivered by the same firm that keeps your books and files your returns.

⚙️

Workflow Automation

Stop re-typing the same data into three systems. We connect your platforms and automate the busywork.

  • Process review & bottleneck analysis
  • App-to-app integrations
  • Automated document collection
  • Email & notification workflows
📊

Dashboards & Reporting

Your numbers, live and visual. Know your cash, margins, and pipeline without waiting for month-end.

  • KPI dashboards from your real data
  • Cash flow & margin visibility
  • Job and service-line profitability
  • Owner-friendly monthly reporting
🛠️

Custom Business Tools

When off-the-shelf software doesn't fit, we build small, focused tools that match how you actually work.

  • Internal calculators & estimators
  • Client intake & onboarding portals
  • Software evaluation & selection
  • AI tools applied with judgment

How we work: our own bookkeeping runs on TransactionFlow, the AI-assisted accounting platform we built and use in production every day.

We don't recommend technology we haven't lived with. The same modern, automated workflow that keeps our clients' books clean is the one running behind this firm.

Our Focus

Built for Service Businesses

No inventory. No manufacturing. Just service-based businesses like yours.

🔧
Contractors
HVAC, plumbers, electricians
💼
Consultants
Business, IT, marketing
⚕️
Healthcare
Practices, therapists
⚖️
Legal
Law firms, attorneys
🏠
Real Estate
Agents, investors
🎨
Creative
Designers, agencies

We're probably not a fit if you have:

InventoryManufacturingNon-profitAssociationsRestaurantsPersonal-only returns

But don't worry — we have CPA partners who specialize in these. See our network →

Why PTN

What Makes Us Different

01

Enrolled Agent + Analyst

EA licensed by the IRS to represent you, plus MS in Business Analytics to help you understand your data.

02

Tech-Forward Mindset

We embrace AI and modern tools. Your business deserves technology that works for you, not against you.

03

Trusted Advisors

More than number crunchers. We're consultants who help you make decisions based on real data and insights.

04

Network of Experts

Need more? Our CPA partners handle tax planning, CFO services, restaurants, and complex situations.

Peter Nalepa, EA - Founder of PTN Accounting
EAMS Analytics
About the Firm

Led by an Enrolled Agent

PTN Accounting is led by Peter Nalepa, EA — an Enrolled Agent and business analyst serving service-based businesses since 2018.

The firm began with bookkeeping and tax returns, and grew into technology as clients needed it: combining tax expertise with data analytics and modern tools so business owners can make smarter decisions.

Our philosophy is simple: you should understand your numbers, not just file them. Clear books, on-time filings, and reporting you can actually act on.

🎓MS Business Analytics
📍Boynton Beach, FL
💻QuickBooks ProAdvisor
🤖AI & Automation
Our Network

When You Need More

Some situations need specialized expertise. We partner with CPAs who excel where we don't.

📊

Fractional CFO Services

Strategic financial guidance without full-time CFO cost. Cash flow planning and strategy.

CPA Partner
🧮

Advanced Tax Planning

Comprehensive tax strategy, entity structuring, retirement planning, and wealth preservation.

CPA Partner
🍽️

Restaurant & Hospitality

Specialized accounting for restaurants, bars, hotels with inventory needs.

CPA Partner

Need one of these services? Reach out and we'll connect you with the right expert.

One Firm for Books, Taxes & Technology

Clean books, on-time filings, and a back office that runs itself. Tell us where your business is today and we'll map the next step.

Schedule a Consultation →Explore Technology Services
FAQ

Common Questions

We focus on business clients and are not currently accepting new engagements for personal-only tax returns. As technology advances, we've shifted our focus to helping business owners with ongoing advisory, technology implementation, and data-driven decisions.

They're part of PTN Accounting now. We previously offered technology consulting under a separate PTN Solutions brand at ptnaccounting.org. To keep things simple, everything — bookkeeping, tax, and technology services — now lives here under one firm. Old ptnaccounting.org links redirect automatically.

We combine tax expertise (Enrolled Agent) with data analytics (MS Business Analytics) and a tech-forward approach. We don't just file your returns — we help you implement tools, analyze your data, and make smarter business decisions.

Absolutely. Every business starts somewhere, and we understand that. We help you start the right way — guiding you through entity selection, setting up the right tools, evaluating costs, and building a foundation for growth.

We help with software selection, QuickBooks setup and optimization, workflow automation, AI tools for business efficiency, and integration between platforms. Our goal is to make your business more efficient and your decisions more data-driven.

Get Started

Let's Talk About Your Business

Whether you need bookkeeping, tax help, or want to explore how technology can transform your business — let's have a conversation. No obligation, no pressure.

561-210-9223 (temp 561-739-1556)
peter@ptnaccounting.com
8198 Jog Rd, Suite 104
Boynton Beach, FL 33472
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