Small Business Accountant in the Lehigh Valley

Your books, your taxes, and your investments, handled by one team.

Running a business tangles your company and personal finances together, yet most owners end up with a bookkeeper who does not talk to their CPA, and a CPA who never talks to their advisor. We are all three, in one place. As a CPA firm and a registered investment advisor, we see the whole board: how an equipment purchase hits this year’s taxes, how your entity structure changes what you actually take home, and how a retirement plan can shelter income while building your future. Fee-only and flat-fee, with no commissions and nothing to sell you.

What you get

Proactive tax planning around your entity and income. We look ahead at the moves that lower your bill before the year closes.

Clean monthly books and payroll so you are always decision-ready. Accurate numbers whenever you need to make a call.

Owner wealth and retirement planning that uses the tax code in your favor. Your business and personal finances finally pull in the same direction.

Who we work with

Most of our business clients are owner-operated companies across the Lehigh Valley and Upper Bucks: trades and service businesses, professional practices, and firms with a handful of employees rather than a payroll department. If you are looking for a small business accountant who also handles the tax planning and the investing, that is the whole idea here.

The questions we field most often are about paying yourself efficiently once the business is profitable, whether an S corporation election actually saves anything at your income, how to time equipment purchases against a good year, and what to do with profit piling up in the business account. Those are one conversation, not four, and they are easier to answer when the same firm sees the books, the return, and the portfolio.

We work with businesses in Allentown, Bethlehem, Easton, Center Valley, Hellertown, Emmaus, Quakertown and Whitehall, and we meet in person when that is useful.