Business Details
10 Years
experience
Expert Bookkeeping & Accounting Services in Philadelphia
As a business owner, juggling responsibilities in operations, marketing, management, and finances can be overwhelming, making it challenging to stay proactive.Drawing on decades of experience catering to clients in Philadelphia and nationwide, we offer a fresh perspective to help you identify financial trends and establish innovative systems that foster business growth.
Whether you enlist us for bookkeeping services or opt for our comprehensive business advisory team, our commitment lies in transforming your monthly accounting reports into more than just a string of numbers. We're dedicated to helping you discern opportunities, whether it involves navigating staffing and payroll concerns or strategizing expansion plans.
Services
Bookkeeping
Tax Preparation
Financial Management
QuickBooks Setup
Sales Tax Compliance
1099 Filing
Custom Reporting
Served areas
- Philadelphia
Details
- Year established: 2016
- Employees: 9
- Licensed
- Insured
Highlights and features
- We are Certified QuickBooks ProAdvisors with specialized software expertise.
- Our team has resolved financial disarray for businesses since 2016.
- We provide scalable solutions that grow with your business needs.
- Dedicated account managers ensure personalized financial guidance.
- Proven track record organizing complex, multi-year financial records.
Associations and certifications
- QuickBooks ProAdvisor
Payment methods
- Cash, Debit cards, Credit cards, Mobile payments
What people say
Expertise in organizing finances
Dedicated support
Simplify complex tasks
Resolved messy records
Reliable partners
Services
Bookkeeping
Our bookkeeping services ensure accurate tracking of all financial transactions, including bank reconciliations, error corrections, and backlog management. We provide monthly financial reports to help businesses maintain organized records and make informed decisions. Our Certified QuickBooks ProAdvisors use industry-standard tools to streamline accounting processes for solopreneurs and growing companies.
Tax Preparation
We prepare and file individual and corporate tax returns while ensuring compliance with federal and state regulations. Our team reviews financial statements to identify tax-saving opportunities and handles complex situations like multi-year back taxes. We coordinate with tax preparers or act as your complete solution for accurate, timely filings.
Financial Management
Our financial management services focus on improving profitability through cash flow analysis and expense reduction strategies. We provide tools for strategic planning and create customized reporting systems to help businesses understand financial trends. This service helps owners make data-driven decisions for long-term growth.
QuickBooks Setup
As Certified QuickBooks ProAdvisors, we specialize in setting up customized accounting systems tailored to your business needs. We ensure proper chart of accounts configuration and system integration to generate meaningful financial reports. Our setup services prevent future reporting issues and streamline ongoing bookkeeping processes.
Sales Tax Compliance
We manage sales tax filings and compliance requirements across jurisdictions. Our service includes tracking taxable transactions, preparing returns, and ensuring timely submissions to avoid penalties. We help businesses maintain accurate records for audits and simplify complex multi-state tax obligations.
Questions
How do we start working together?
We begin with a consultation to understand your needs, then create a customized bookkeeping plan tailored to your business operations.
Can you handle severely disorganized books?
Yes, we specialize in cleaning up years of financial disarray and restoring order to even the most complex bookkeeping situations.
Do you help with back taxes?
Absolutely. We assist clients with multi-year tax filings by organizing financial records and coordinating with tax professionals.
Are you QuickBooks experts?
We are Certified QuickBooks ProAdvisors with expertise in setting up, cleaning, and optimizing accounting systems for accurate reporting.
How do you ensure accurate financial reporting?
We reconcile bank statements monthly, organize transactions, and implement systems to ensure your financial reports reflect your business's true performance.
Reviews (4)
Jamie Thornhill
Dec 21, 2022
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I have been working with Philly Bookkeeping for quite some time now. They are very responsive, I highly recommend their services. Very knowledgeable and helpful! If you are looking for a professional, look no further!
Eloise Edwards
Dec 07, 2020
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Strongly recommend Philly Bookkeeping Solutions. If you're looking for high quality accounting services for your small business, give them a call. Very responsive and very knowledgeable. They truly have the best interests of their clients as a priority.
Bobby Spears
Nov 27, 2020
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Called Travis with two emergency consultations after my last accountant went AWOL. He stepped up and jumped into a messy bookkeeping situation then he quickly organized a tax consultation for a potential business sale. Super responsive and professional. All my tax business goes to Philly Bookkeeping from now on.
Maureen Hernandez
Sep 28, 2020
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Philly Bookkeeping Solutions has made it possible for me to focus on running my business and teaching my clients, which is what I love to do, while they take care of all of the bookkeeping and accounting for my studio. They're always available to answer any questions, and they're very friendly, supportive, knowledgeable, and provide excellent customer service! Their monthly reminders of what paperwork I need to provide them with makes it easy to stay on top of the monthly reporting, and they in turn send me links with my monthly financials. I highly recommend them!