Business Details
50+ Years
experience
Your Trusted Partner for Accounting and Financial Consulting Solutions
Established in 1964, we have built a reputation for delivering personalized accounting and financial consulting services tailored to the unique needs of our clients. Our team of experienced CPAs combines deep industry expertise with a commitment to maintaining close, collaborative relationships with individuals, businesses, and organizations across Berks County and surrounding areas. We specialize in tax planning, bookkeeping, auditing, business consulting, and software training, ensuring clients receive comprehensive solutions that align with their financial goals. Our philosophy emphasizes proactive advisory services, strategic planning, and transparent communication to help clients navigate complex financial landscapes.With decades of experience serving local governments, nonprofits, manufacturers, and small-to-medium businesses, we pride ourselves on being both accessible and sophisticatedoffering the personalized attention of a boutique firm with the technical capabilities of a larger practice. Our dedication to continuous learning and quality control ensures clients benefit from up-to-date insights and compliance with evolving regulations.
Services
Tax Planning
Bookkeeping
Auditing
Business Consulting
Software Training
Details
- Year established: 1964
Highlights and features
- We offer over 60 years of combined experience in accounting and financial consulting.
- Our team includes certified CPAs and QuickBooks ProAdvisors with specialized expertise.
- We provide tailored solutions for local governments, nonprofits, and small businesses.
- Our client-first approach ensures transparent communication and personalized attention.
- We combine boutique-style service with the technical capabilities of a seasoned firm.
What people say
Personalized service
Experienced CPAs
Responsive solutions
Expertise in tax planning
Reliable business partner
Services
Tax Planning
Our tax planning and compliance services provide strategic action plans for individuals and businesses. We help clients realize substantial tax savings while ensuring adherence to federal, state, and local regulations. With expertise in multi-state tax compliance and specialized knowledge of nonprofit and estate tax requirements, we deliver customized solutions that align with long-term financial goals.
Bookkeeping
We offer comprehensive bookkeeping and payroll management solutions to streamline financial operations. Services include general ledger maintenance, bank reconciliations, payroll tax preparation, and financial statement generation. Our team ensures accurate record-keeping and timely compliance, allowing businesses to focus on growth while maintaining precise financial oversight.
Auditing
We provide audit, review, and compilation services for private businesses, nonprofits, and government entities. Our approach combines rigorous financial analysis with advisory insights to enhance transparency and operational efficiency. Specialized expertise in municipal audits and attestation services ensures clients meet regulatory standards while gaining actionable financial intelligence.
Business Consulting
Our business consulting services focus on strategic financial planning, cash flow management, and succession planning. We assist with entity selection, capital management, and growth strategies tailored to startups and established businesses. By combining industry-specific knowledge with proactive advisory services, we help clients optimize profitability and long-term sustainability.
Software Training
As QuickBooks ProAdvisors, we provide software implementation, training, and support to enhance financial management capabilities. Our services include system setup, workflow optimization, and hands-on training for invoicing, payroll, and reporting. We empower clients to leverage technology for improved accuracy and efficiency in day-to-day accounting operations.
People
Tracey L. Etchberger
Managing Partner
CPA and CGMA with over 20 years of experience in audit and attestation services. Specializes in governmental and nonprofit audits, with leadership roles in professional associations.
Kimberly A. Fox
Partner of Tax and IT
Tax and technology expert since 1986, specializing in QuickBooks consulting and business tax planning. Provides software solutions and strategic financial guidance.
Kevin E. Bowman
Senior Accountant
Experienced in business consulting and tax compliance services, offering tailored financial strategies for small-to-medium enterprises and professional service providers.
Thomas J. Ulrich
Senior Accountant
Focuses on audit and accounting services for local governments and manufacturers, with expertise in regulatory compliance and financial reporting.
Questions
What accounting services do you offer?
We provide tax planning, bookkeeping, auditing, business consulting, and QuickBooks software training tailored to individual and business needs.
Do you specialize in small business accounting?
Yes, we serve small-to-medium businesses with bookkeeping, payroll, tax compliance, and strategic financial planning services.
Can you help with nonprofit financial reporting?
Yes, we specialize in nonprofit accounting, including IRS Form 990 preparation, financial statement compilation, and regulatory compliance.
Are you available for local government audits?
Yes, we perform municipal audits and financial reporting for Berks County boroughs, townships, and related authorities.
Do you offer QuickBooks support?
Yes, our QuickBooks ProAdvisor provides software training, implementation, and troubleshooting for businesses.
