Susan Missal Lenner, PA

Susan Missal Lenner, PA

Reviews Summary

Sandy Lenner receives consistently outstanding reviews for his expertise in AHCA licensing, particularly the Proof of Financial Ability to Operate, with clients praising his deep knowledge, efficiency, and ability to secure approvals quickly. His QuickBooks guidance is highly valued for clarity and practical solutions. Reviewers highlight his professionalism, responsiveness, and patience, often noting he simplifies complex processes. Many emphasize his honesty, detailed approach, and willingness to go above expectations without pressure. Clients repeatedly recommend him for startups, healthcare licensing, and financial setup, citing his instrumental role in their success. His YouTube tutorials and systematic methods are also frequently appreciated.

About This Listing

Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Outsourced Accounting
Project-Based Engagements
Small Businesses
Non-profits
Real Estate
Healthcare
Hospitality
Construction
Professional Services
Manufacturing
Technology
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Outsourced Accounting
Project-Based Engagements
Small Businesses
Non-profits
Real Estate
Healthcare
Hospitality
Construction
Professional Services
Manufacturing
Technology
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

Contact Information

Address

1630 Tigertail Ave

Miami, Florida 33133

Hours

Monday 9AM-5:30PM
Tuesday 9AM-5:30PM
Wednesday 9AM-5:30PM
Thursday 9AM-5:30PM
Friday 9AM-5:30PM
Saturday Closed
Sunday Closed

Customer Reviews

I had the pleasure of working directly with Sandy during the AHCA licensing process, specifically in preparing the Proof of Financial Ability to Operate. His professionalism, expertise, and clear communication were evident from the outset. Sandy demonstrated a strong understanding of the requirements and guided me through each step with precision and clarity. He was consistently responsive, detail-oriented, and ensured all financial documentation was accurate and compliant. Thanks to his support, what cou

We hired Sandor Lenner to assist us with the Proof of Financial Ability to Operate for our AHCA license application for our treatment center. From start to finish, he was knowledgeable, responsive, and genuinely invested in helping us succeed. Thanks to his thorough work, AHCA approved our submission with no edits or revisions needed?something our licensing consultant said she?s never seen before. His expertise was instrumental in helping us secure approval, and we?re incredibly grateful for his support. I

Sandy was instrumental in helping us complete our Proof of Financial ability to operate for our AHCA certification. Thanks to him we successfully passed our initial review and are currently preparing for our final CMS review. Without Sandy's services, we couldn't have gotten this far. Highly recommend using him for PFA completion.

Sandy Lenner is an amazing CPA! I know this from experience! I am reaching out to praise his hard work ??. He is the best at the AHCA Proof of Financial Ability to Operate and Home medical equipment provider license; there is no better person! Hands down he is the best of the best! There is no time to delay when you get to this point; Sandy is going to be there! Within 10 business days of submitting the application, I received acceptance from AHCA with the help of Sandy!

I lucked upon Sandy when doing some research about trying to upgrade our license with AHCA to a nurse registry. What a lucky find because without Sandy, this would have been a daunting task. He not only knows exactly what is needed and how to get this accomplished but he also knows who to call and how to solve any problems associated with ACHA. While a company CAN do this without his help, I can't imagine why anyone would try. He is excellent at his job and is a resource we will use again in the future.

Sandy and Susan are excellent in so many ways in prepare documentations for AHCA. Their systematic approach in getting you ready for the financial requirements in filing is superb and well thought out! You will not go wrong in contracting for their services. I highly recommend them!

I cannot speak highly enough of the exceptional service provided by Sandy during the complex process of obtaining my AHCA nurse registry licensing. As a new healthcare facility owner, I had little knowledge about the financial ability to operate requirements and the intricacies of the AHCA licensing procedure. Sandy came to my rescue and expertly guided me through the entire process, making it smooth and hassle-free. From our initial consultation, it was evident that Sandy possesses a wealth of experience

Sandy was so helpful with directing me to get legal advice first before hiring him to help with the AHCA proof of financial ability form for my new private practice. After discussion with an attorney, Sandy was indeed correct that I did not need to fill out the form and thus, did not need his services. He was the only CPA out of many that I spoke with who had a good understanding of the AHCA financial documents that are required for those looking to open up a healthcare facility. He is an honest and experi

We can't thank Sandy ,CPA enough for such a simplified process in putting together our Proof of Financial Ability to Operate to submit to AHCA for our HME License. It was immediately accepted and approved on first review. Save LOTS of time and money and let Sandy take the burden off your shoulders without any feeling of being overwhelmed. Not only is he extremely knowledgeable and professional, he's a really good guy!

Sandy did a fantastic job handling our AHCA proof of financial ability application. He is a very experienced accountant dealing with AHCA and his expertise helped make the process smooth. Very satisfied

Sandy has a solid detailed process to complete the AHCA Financial Proof to Operate. We will continue to use his services as we grow our organization.

We hired Sandy because we attempted to utilize our CPA to complete our Proof of Financial Ability to Operate for AHCA, and were unsuccessful. I did gather 3 quotes for a CPA that was familiar with ACHA's requirements. The reason we chose to go with Sandy at Susan Missal Lenner, PA is because he had very detailed youtube videos that helped explain what ACHA requirements are. When I called for an interview with him he was not rushed, he was not pushy as if he was eager to get our business, but instead he

I have engaged Sandy Lenner, CPA to properly establish my corporations books with Quickbooks Online conversion from Desktop. He is very patient and responsive to my needs with billings, charges and credit card usage and payments. I highly recommend Sandy to all start-ups as well as existing entrepreneurs around the Miami-Dade/Broward area.

I've been working with Sandy Lenner for years now and I couldn't have grown my business without him. I started my jewelry company years ago, he set me up with Quickbooks and managed my company for years. I was very computer illiterate and he gave me the confidence I needed to do my bookkeeping and keep track of all invoices, expenses, you name it. He is very knowledgable when it comes to accounting for small businesses and would recommend Sandy anytime!

Sandy was amazing. He is extremely knowledgeable and was instrumental in helping us obtain our AHCA license. Don't do financials alone, call Sandy first!!!!

I recently spoke to Sandy Lenner about some challenges I was facing with my business & managing inventory. He asked me all the right questions to help guide me to possible solutions that QuickBooks can provide. He was a good listener, shared his experience working with other clients who had similar challenges & how he helped them, and guided me on how to speak to my managers about investing in time and labor to properly use QuickBooks to solve our current business challenges.

We highly recommend Sandor Lenner, CPA from Susan Missal Lenner, PA. He supported us in the completion and filing of the Proof of Financial Ability to Operate for the AHCA healthcare license, and was always available to answer any questions or concerns throughout the process.

I cannot say enough good about this firm. Professional, Responsive, Knowledgeable Patient. Delivered ahead of schedule and my AHCA application was 100% !!! Would recommend them all day long. Thank you Sandy !

When I was at a loss with my Quickbooks, they referred my to Sandy Lenner. He Wass quick to figure out what my problem was, advised me to have my accountant fix the errors, and didn't charge me for his expertise. Thank you Sandy...what a guy!

Excellent partner to deal with your financials. Quickbooks Online process was taught excellently and his Miami CPA credentials proved very useful. Thank you. Robert Reardon, ReIntraocular owner

Sandy Lenner was very easy to work with, and provides a logical approach to get the project done right. We are going to be working with him again in the future.

As a new business owner, entering a field that is completely new, it has been so reassuring and comforting knowing I have this team by my side! They have patiently guided, and supported me through the process of keeping my books in check. I highly recommend them!

Wouldn?t turn to anyone but Sandy Lenner for QuickBooks help. Very knowledgeable. Great customer service. Thank you, Sandy!

Sandy gave really great information over the phone towards my questions.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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