Brickell CPA is the only firm in Miami's #2 US financial district combining a licensed CPA, Real Estate Broker, and Series 65 Investment Adviser under one roof — with $60M+ in SBA loans and 25 years of proven results for entrepreneurs, accredited investors, and foreign capital.
25+
Years of Professional Growth
$100M+
Success Stories
25+
Industries & Trades
1,000+
Projects Completed
$60M+
In SBA Loans
Why Brickell CPA
One Firm. Three Licenses. No Gaps.
Most CPA firms in Brickell offer accounting and tax. A few add international tax. None combine all five credentials that high-net-worth entrepreneurs actually need at every stage of growth.
Credential 01
Licensed CPA
FL Firm License AD68155. 25+ years, Big Four KPMG alumni, IRS & FDR representation, forensic accounting, business valuations.
Credential 02
FL Real Estate Broker
Licensed Florida Real Estate Broker — advising foreign and domestic investors on real estate holdings, entity structuring, and asset protection.
Credential 03
Series 65 Investment Adviser
Registered Investment Adviser — bridging tax strategy with capital formation, private placements, and accredited investor transactions.
Credential 04
SBA Loan Specialist
$60M+ in SBA 7(a) and 504 loans facilitated across 25+ industries — in a market where Miami businesses received $226M in SBA approvals in 2025 alone.
Credential 05
University Lecturer
Experienced lecturer with teaching experience at FIU, MDC, and Millennia Atlantic University — bringing academic depth in entrepreneurship, financial literacy, and management consulting to every client engagement.
Market Context
You're in the Right Place. We Already Are.
The benchmarks below confirm that Brickell is the highest-density market for the clients we serve — and Brickell CPA has been here since before the boom.
#2
US Financial District
Brickell is the second-largest international banking hub in the country, home to 60+ banks and the majority of Florida's foreign consulates.
$2T
Foreign Direct Investment
Miami-Dade approaches $2 trillion in foreign direct investment in financial services, with private banks holding $120B+ in assets.
$6.8B
International Sales (2024)
International real estate sales in Miami-Dade reached $6.8B in 2024 — a 25% year-over-year increase — led by Latin American capital.
#1
US Small Business Growth
Miami-Dade ranked #1 in the nation for small business creation in 2025, with 83,000+ businesses under 50 employees — all needing financial guidance.
$129K
Median Household Income
Brickell's median household income is $129,863 — nearly double the US average — with 64% of residents earning $75K+ annually.
$226M
Miami SBA Approvals (2025)
Miami businesses received $226M in SBA 7(a) approvals across 583 firms in 2025. Our $60M+ track record represents a major share of that pipeline.
About Us
Not Your Accountant. Your Strategic Partner.
In the XXI Century, entrepreneurs don't need regular accountants — they need professional consultants with a strong accounting, financial, and management consulting background. That is exactly what Brickell CPA delivers.
Founded by David "Max" Hernandez — KPMG Big Four alumni, CPA, licensed Real Estate Broker, and Series 65 Investment Adviser — we serve entrepreneurs, accredited investors, and foreign capital entering the US market through Miami's most prestigious financial address.
Our Services
Wide Range of Financial Solutions
We offer comprehensive services to achieve greater financial results and build lasting wealth.
01
Entity Management
We help you select the ideal organization for your business, taking into account size, industry, and financial goals. We provide Registered Agent Services for local and foreign-owned companies, and are constantly looking for ways to improve your asset protection and tax planning.
02
Accounting & Financial Reporting
We provide the professionalism, training, and education needed to support businesses — from accounting and payroll to advanced Controller and CFO consulting services. We help you catch up when you fall behind and keep you current with all obligations.
03
Tax Planning, Preparation & IRS Representation
We help you design your fiscal controls by estimating and depositing taxes in a timely manner. We represent you year-round with the Federal IRS and Florida Department of Revenue (FDR), giving you peace of mind and a strong compliance platform.
04
Financial Consulting Services
We offer management consulting services including SBA Bank Loan documentation, private capital investments, internal controls design, and M&A advisory. We help restructure your finances and manage complex documentation with confidence.
05
CPA Advisory & Financial Reporting
As a CPA Firm, we undertake advanced accounting and audit-related services including Reviews, Compilations, Forensic and Litigation support, Business Valuations, and Due Diligence for acquisitions, growth, and exit strategy planning.
Max Financial Team
Meet Your Financial Partners
David "Max" Hernandez, CPA
Founder & CEO
Adriana Hernandez
CFO & Sales Director
Mary Mendez
Accounting & Payroll Manager
Annabelle Hernandez
Financial Analyst
Ready to transform your financial future?
About Us
Your Vision... Our Mission
With 25 years of experience, we have established ourselves as a trusted partner for individuals and businesses alike.
The Accredited Investor CPA™
One Adviser. Five Disciplines.
David "Max" Hernandez arrived in Miami from Cuba in 1997 and built a career that no other local firm can replicate: Big Four at KPMG, 25+ years as a licensed CPA, a Florida Real Estate Broker, a Series 65 Investment Adviser, and a lecturer with teaching experience at FIU, MDC, and Millennia Atlantic University.
This multi-credential foundation is the core of our competitive advantage. Where other Brickell firms stop at tax compliance, we guide you through entity formation, SBA capital, real estate investment structuring, and accredited investor transactions — without ever switching advisers.
Financial KPIs interpreted to raise valuable funds
Collaborative approach ensuring alignment with client goals
Integration of technology and expertise
Our Vision
Lasting Legacy & Generational Wealth
Our vision is to be the partner for entrepreneurs and their businesses in their quest to achieve profitability, positive cash-flows, while building capital, wealth and a legacy for future generations. We advocate for long-term mutually beneficial relationships, and principle-oriented goals such as provision, blessings and professional growth.
Our Mission
Education & Empowerment
We strive to educate our clients and their teams about financial literacy, entrepreneurship, responsible management and leadership. We forge the new generation of leaders through our Max CEO Academy, and provide the support needed for micro, small and medium-size companies to become industry leaders. We don't believe in shortcuts, but well-coordinated proven strategies, adapted to market and business conditions.
Meet Your MAX Consulting Firm Team
The People Behind Your Success
David "Max" Hernandez
Founder & CEO
Adriana Hernandez
CFO & VP of Talent
Annabelle Hernandez
Financial Analyst
Mary Mendez
Operations Manager
Client Testimonials
What Clients Are Saying
We see ourselves as your partners!
We were pleasantly surprised by their exceptional expertise and professionalism, surpassing our expectations.
CEO of Insurance Co.
Collaborating with them has completely transformed the way we do business, making a significant impact on our overall success.
VP of Construction
With their expertise, we were able to optimize and streamline our financial processes for greater efficiency and effectiveness.
CFO of Real Estate Firm
Today is beyond Yesterday. Let us enhance and maximize your journey.
Industries
Industry Leadership Redefined
We deliver tailored solutions to meet the unique needs of various sectors.
Expertise Across Industries
20+ Sectors We Serve
Aerospace
AI Technology
Automotive
Banking & Financial Institutions
Construction
Estates & Trusts
Export-Import
Fintech
Healthcare & Insurance
Hospitality, Travel & Tourism
Legal & Professionals
Manufacturing
Media & Telecom
Non-Profit
Political Action Committees
Real Estate Holdings
Transportation & Logistics
Utilities
Venture Capital & Private Equity
Wholesale & Distribution
Customized Consulting
Strategic planning and implementation
Operational assessments and improvement
Change management and organizational development
Market analysis and competitive strategy
Industry Research & Insight
Market trends and analysis
Competitive landscape assessments
Customer behavior and preference studies
Emerging technology research
Technology Integration
Software development and implementation
Data analytics and visualization
Cybersecurity solutions
Cloud computing and migration
Operational Efficiency
Process automation and streamlining
Supply chain optimization
Quality control and assurance
Performance metrics and monitoring
Why Choose Us?
What Sets Us Apart
Deep industry knowledge and understanding
Proven track record of success
Collaborative approach
Innovative solutions
Exceptional results
Client-centric strategy
Passionate and experienced team
Creative problem-solving
Successful project implementations
Ready to Transform Your Industry?
Careers
Empowering Growth, Inspiring Innovation
At MAX Financial, we foster a dynamic culture that encourages continuous learning, creativity, diversity, and innovation. Grow with us through mentorship, training, and career advancement opportunities.
Our Culture
A Dynamic Work Environment
Continuous Learning
We encourage ongoing education and development at every level, supporting certifications, conferences, and advanced training programs for all team members.
Creativity & Innovation
Fresh perspectives are celebrated here. Our collaborative spaces and innovation programs give you the room to bring bold ideas to life and drive meaningful change.
Diversity & Inclusion
We embrace and celebrate the full spectrum of backgrounds, cultures, and perspectives. Equity is not a goal — it's a foundation of who we are.
Entrepreneurship Rewarded
We reward innovation and entrepreneurial thinking. Team members who drive results and pioneer solutions are recognized and advanced.
Work-Life Balance
We support the well-being of our team. Flexible arrangements and a culture of respect ensure you can bring your best self to work every day.
Growth Opportunities
Build Your Career with MAX
Professional Training & Mentorship
Structured mentorship programs and professional training to accelerate your growth from day one.
Networking Events & Conferences
Access to industry conferences and high-level networking events to expand your professional reach.
Career Advancement Pathways
Clear and transparent career pathways that reward performance, leadership, and commitment.
Flexible Career Paths
Continuous growth opportunities across specializations — from accounting to consulting to advisory.
Cross-Functional Collaboration
Work across disciplines with a team of CPAs, advisors, analysts, and consultants who push each other forward.
Join Our Journey
Become Part of Our Vibrant Community
Let's empower growth and inspire innovation together. Send us your resume and let us know how you'd like to contribute.
In the XXI Century, entrepreneurs don't need regular accountants — they need professional consultants with a strong accounting, financial, and management consulting background. We are your team. Max Financial Team.
