Locations/Fort Myers & Southwest Florida
CPA & Accounting Services in Fort Myers & Southwest Florida
Clear Course Advisors works with small and midsize businesses across Southwest Florida—combining accurate bookkeeping, proactive tax planning, and CFO-level advisory under one CPA-led firm.
Our Solutions
Accounting Services for Southwest Florida Businesses
Whether you need clean monthly books, a tax strategy that looks past April, or a financial partner in the room for bigger decisions, each engagement is led by a licensed CPA.
Bookkeeping
Monthly bookkeeping, reconciliations, and financial statements that keep your records accurate and tax-ready.
Learn more →Tax Planning & Preparation
Year-round tax planning paired with preparation, so filings reflect decisions made throughout the year.
Learn more →Advisory & Fractional CFO
CFO-level insight into cash flow, forecasting, and growth decisions—without a full-time hire.
Learn more →
A Local CPA Partner in Southwest Florida
Work Directly With Tyler Pate, CPA
Tyler is a Florida native and Certified Public Accountant based in the Fort Myers area, serving business owners throughout Southwest Florida. His background spans public accounting at Ernst & Young, transaction advisory and financial due diligence at BDO, and financial planning & analysis inside a multi-billion-dollar, private equity-backed healthcare organization.
At Clear Course Advisors, he brings that mix of technical accounting and corporate finance experience to owner-operated businesses—helping them understand their numbers, plan ahead, and make confident decisions.
Read Tyler's full background →Who We Work With
Built for Owner-Operated Businesses
Our clients are small and midsize Southwest Florida businesses—from newer companies establishing a financial foundation to established organizations preparing for their next stage of growth.
Owner-Operated Businesses
Owners who are close to the day-to-day and want a CPA who understands the whole picture, not just the tax return.
Growing Companies
Businesses adding accounts, employees, or complexity that have outgrown do-it-yourself bookkeeping.
Established Organizations
Companies that want forecasting, reporting, and advisory support without hiring a full-time CFO.
Accounting Support in Southwest Florida
A Southwest Florida Accounting Firm for Growing Businesses
Most owners who reach out are not looking for a bigger stack of reports. They want to know whether the numbers are right, what they mean, and what to do next. That is the work: monthly bookkeeping and financial reporting that closes on a schedule, cleanup and catch-up when the books have fallen behind, and reporting that an owner, lender, or bonding agent can actually rely on.
From there the work moves forward rather than backward. CPA-led bookkeeping feeds cash-flow forecasting, budgeting and management reporting, and profitability and margin analysis by job, service line, or location. Year-round tax planning and preparation uses those same numbers, so entity structure, owner compensation, equipment timing, and estimated payments are decided with current information instead of a spring surprise. When the questions get larger—pricing, hiring, financing, or a possible sale—fractional CFO and accounting advisory services put a CPA in the room for the decision.
Business owners searching for accountants in Southwest Florida usually find one of two things: a tax preparer who appears once a year, or a firm large enough that the partner is rarely involved. Clear Course is built differently. Tyler Pate, CPA is based in the Fort Myers area and stays personally involved in every engagement, bringing Big Four accounting experience, transaction-advisory and financial-due-diligence work, and corporate-finance and FP&A experience inside a private equity-backed organization. QuickBooks Online is our preferred platform, and books are set up to answer questions rather than simply reconcile.
The result is an accounting firm in Southwest Florida where bookkeeping, tax, and advisory are handled together by the same CPA, so nothing gets decided in isolation.
Southwest Florida
Built for a Seasonal, Project-Based Economy
Southwest Florida's business base is weighted toward construction and the trades, real estate and property services, hospitality and tourism, professional services, and healthcare. Much of it is seasonal: cash is strongest through the winter months and thinnest through the summer, which makes timing—not just totals—the central financial question for owners here.
Seasonality shapes the work in practical ways. Payroll and staffing plans have to survive the slow months. Equipment purchases and distributions are better timed with both cash flow and deductions in view. Estimated tax payments need to reflect a year that doesn't arrive evenly. And project-based businesses need margin visibility by job rather than a single annual number.
That work starts with accurate monthly bookkeeping, extends into fractional CFO and advisory support for forecasting and decision-making, and stays coordinated with proactive tax planning. Every engagement is led by a licensed CPA who stays involved. We also serve businesses in Tampa and the Tampa Bay region.
Serving Southwest Florida
Where We Work
We serve businesses throughout Southwest Florida and Florida's Gulf Coast, from Naples and Fort Myers north through Charlotte County and Sarasota. Meetings can be held in person where practical, or handled remotely through secure client portals and cloud accounting.
Lee & Collier County
Fort Myers • Cape Coral • Estero • Bonita Springs • Naples
Charlotte County
Punta Gorda • Port Charlotte
Sarasota County & the Suncoast
North Port • Venice • Englewood • Sarasota
Why Clear Course Advisors
CPA-Led From Start to Finish
CPA-Led Service
Every engagement is led by a licensed CPA and never handed off to someone unfamiliar with your business.
Responsive & Relationship-Focused
You work directly with the partner on your engagement, with communication that doesn't wait for year-end.
Integrated Capabilities
Bookkeeping, tax, and advisory move together, so decisions in one area account for the others.
QuickBooks Expertise
QuickBooks Online is our preferred platform, and Tyler is a QuickBooks ProAdvisor—so your books are set up to be useful, not just complete.
Southwest Florida FAQ
Common Questions From Fort Myers Business Owners
Let's Talk About Your Southwest Florida Business
Schedule a complimentary consultation and we'll walk through where your business stands today and which level of support fits best—no pressure and no obligation.