Please contact us directly if you cannot find an answer to your question.
I was born and raised in the Philadelphia area and received my Bachelors in Accounting from Temple University. I am a Certified Public Accountant with over a decade of experience. When I'm not crunching numbers, I enjoy playing with my kids, homebrewing beer, watching Philly sports, playing golf, and hitting the gym. I promise, accountants are not boring people.
We are based in beautiful Glenside, PA, but service clients virtually so don't worry if you're not located in the area.
For tax prep, we serve individuals and businesses, including Sole Proprietors, LLCs, Partnerships, and S-Corps. We do not currently prepare Trust, Estate, or Non-Profit tax returns.
We are currently accepting small business clients across a wide variety of industries and will determine if we are a good fit for each other after our initial consultation.
The same reasons you may outsource cutting your grass, painting your living room, installing a new electrical outlet--you don't have the time, you aren't good at it, accounting mistakes have led to more serious problems in your business, etc. There are plenty of reasons. Click here for additional info on why you may want to let us handle your books.
We typically provide bookkeeping services for businesses currently using or willing to switch to Quickbooks Online because that is our expertise. If you are currently using Xero or another cloud based accounting software, let's chat and see what we can do.
We do not offer managed payroll services, but we can make recommendations on third-party providers.
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