about me

Our reputation for outstanding service precedes us, but the first thing clients discover about us is we love what we do. We love creating and maintaining order for every firm's bookkeeping. And we take pride in simplifying each client back office procedures which bring peace of mind and more time for them to run their business.

As each business relationship grows, our dedication shines through with our guiding principles of professionalism, responsiveness and the quality of our bookkeeping.

Professionalism As one of the leading bookkeeping firms in Aventura, Hollywood and Fort Lauderdale our high standards for service is key to our outstanding performance. We proudly deliver close personal and professional attention to each client.

In recent years our business growth has been fueled by the people who know us best — our clients.

Responsiveness Companies who choose our firm have come to rely on our fast, accurate record keeping information to guide their business decisions. Our ability to respond quickly is a testimony to our diverse talents and dedication to each client’s success.

We provide total bookkeeping services to individuals, small businesses and our work have earned the respect of the financial community.

Quality YZ & Associates is known for the quality of our service which reflects the high standards we demand of ourselves.

Our first goal as a trusted bookkeeper is to be readily available with accurate information which enables our clients to make informed financial decisions. We do not accept anything less from ourselves, and that is what we deliver to each client.

Continual professional education assures us the improvement of our technical expertise and financial knowledge allowing us to provide the best possible service to our clients.

Now that you know more about us let us get to know you and your bookkeeping needs. We are a quick call away. 786.925.3579

 

About YZ & Associates

As each client relationship grows, our dedication shines through.  Our guiding principles are:

  • Professionalism
  • Responsiveness
  • Quality

Call us at 786.925.3579 and let us show you how we can help your business.

Policy on Disclosure of Your Personal Information

THIS DOCUMENT CONTAINS IMPORTANT INFORMATION ON OUR CONCERN FOR PROTECTING YOUR RIGHTS UNDER FEDERAL PRIVACY LAWS.
1. We collect personal information about you and all our clients from the information you submit on our applications or other forms, and through information we obtain over the course of your business relationship with us, our affiliates, and others. In addition, we may from time to time receive information about you from a consumer reporting agency.

2. Personal information is information that we collect from you that is not otherwise available from public sources.
The categories of personal information we collect include the following:

a. Information we receive from you on applications or other forms, such as your name, address, social security number, names of family members, assets, and income.
b. Information about your transactions with us, our affiliates, or others, such as your account balances, investments,current and prior tax information, and credit card usage.
c. Information we may receive from a consumer reporting agency pertaining to your creditworthiness and credit history, including loan or mortgage payments made.

3. We will not disclose any personal information about our clients or former clients to anyone, consistent with our professional confidentiality obligations. However, upon your written request we will disclose information about you, and we may be required by law to disclose personal information about you, as, for example, in response to a subpoena or other court order.Also, we may disclose personal information about you to our affiliated financial planning and investment adviser firms.

4. Within our institution, we provide access to your personal information only to those employees who need to know the information to provide you with our services. We maintain physical and procedural safeguards to guard your personal information.

5. We do not share your personal information with companies that perform marketing services.