Business Details
Trusted Accounting and Financial Advisory Services in Pittsburgh
Connolly, Steele has been a trusted partner in financial planning and advisory services for over two decades. Based in Pittsburgh, our team combines more than 100 years of public accounting experience to deliver personalized financial guidance to individuals and businesses. We prioritize communication, learning, and careful planning to develop strategies that maximize post-tax net worth and long-term success. Our services span tax management, financial planning, audit assurance, and business consulting, tailored to meet the unique needs of small to medium-sized enterprises and their owners.We differentiate ourselves through a commitment to education, transparency, and client-centric support, ensuring every client receives the analysis and attention they deserve. Our mission is to help clients achieve their goals through innovative solutions and a deep understanding of evolving tax laws and market trends. With a focus on building lasting relationships, we act as both advisors and partners, adapting to changing client needs while maintaining the highest standards of professionalism and expertise.
Services
Tax Services
Audit + Assurance
Accounting Services
Business Consulting
Estate Planning
Highlights and features
- We offer over 20 years of experience in accounting and financial advisory services.
- Our team combines more than 100 years of public accounting expertise.
- We provide personalized strategies tailored to your unique business needs.
- We prioritize transparent communication and client education.
- We maintain long-term relationships through consistent, reliable service.
What people say
Most professional team
Knowledgeable and friendly
Exceptional accuracy
Long-term partnership
Smart business decisions
Services
Tax Services
Our tax services focus on minimizing liabilities while maximizing cash flow through strategic planning and compliance. We handle corporate and personal tax preparation, audit representation, and legislative updates to ensure optimal financial outcomes. Clients benefit from our expertise in navigating complex tax codes and implementing year-round solutions.
Audit + Assurance
We provide audit, review, and compilation services to ensure accurate financial reporting for businesses, nonprofits, and benefit plans. Our team helps clients meet regulatory requirements while offering insights to improve operational efficiency and financial transparency through detailed analysis and reporting.
Business Consulting
Our business consulting services include entity selection, financial projections, and succession planning. We work closely with clients to develop strategies for growth, cost management, and technology implementation, leveraging our industry experience to address challenges and capitalize on opportunities.
Estate and Trust Planning
We assist individuals and businesses in creating comprehensive estate plans to ensure smooth asset transfer and tax efficiency. Services include trust management, will preparation, and succession strategies to protect wealth and minimize liabilities for future generations.
QuickBooks Accounting Help
Our QuickBooks specialists offer setup, training, and support to optimize accounting processes. From installation to monthly reviews, we help businesses leverage technology for accurate financial tracking, reporting, and decision-making tailored to their operational needs.
People
Li Connolly
CPA
Li Connolly brings decades of accounting expertise to Connolly, Steele, specializing in tax planning and financial advisory for businesses and individuals.
Brandon McCleary
Accountant
Brandon McCleary provides comprehensive accounting services with a focus on client education and long-term financial strategy development.
James Bridges
Financial Advisor
James Bridges specializes in business consulting and financial projections, helping clients navigate complex financial decisions.
Questions
What services does Connolly, Steele + Company offer?
We provide tax planning, accounting, audit assurance, business consulting, estate planning, and QuickBooks support tailored to individual and business needs.
Do you work with small businesses?
Yes, small to medium-sized businesses and their owners are our primary focus, with customized financial solutions for growth and efficiency.
Are your services available locally?
We serve Pittsburgh and surrounding areas in Western Pennsylvania, with remote support options for broader accessibility.
How do you handle IRS representation?
Our team provides professional audit representation and guidance to resolve IRS inquiries efficiently and minimize client stress.
