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A forward-looking, analytical approach to accounting and tax services

While accounting and tax services have traditionally been focused on historical data, we strongly believe a forward-looking analytical approach is a vital strategic driver of business growth. After years of helping our clients build successful businesses, we know how to provide transparency into the financial state of your business so you can better plan for and anticipate the future.

A full range of services

We start with an initial review of the company’s books and records and then evaluate the policies, procedures and internal controls to ensure the integrity of the financials. This helps our clients build a clear and consistent financial reporting system to make better decisions. This system also provides us with a platform to execute a robust year-round tax management program.

Best-in-class accounting and finance

Best-in-class accounting and finance functions are paramount to communicating the true value of your business. We make sure that your financials are GAAP-compliant and accurately tell the story of your growth and success. We work with you from the beginning to build finance and accounting functions that will withstand the rigor of lenders, investors and ultimately, third-party buyers.

To this end, we provide assurance services including compilations and reviews to help communicate the results of your business to key stakeholders. As a firm, we take our professional responsibility seriously and receive regular peer reviews from an outside CPA firm, approved by the PICPA (Pennsylvania Institute of Certified Public Accountants) to ensure we are following AICPA (American Institute of Certified Public Accountants) guidelines.

On-going tax-planning strategies

Most firms address your income taxes in December and January when it is too late to effectively plan. We focus on managing your tax liability year-round, which better positions you to take advantage of tax planning strategies. If you are the business owner of an S Corporation, C Corporation, Partnership or LLC, you recognize that business and personal tax planning are one and the same. We know this, too: For years, we have been developing strategies to help our clients minimize their liability while also planning for their future.