Business Details
Trusted Accounting and Tax Services in Cary, NC
At Lipkin CPA, we specialize in transforming complex financial landscapes into clear, actionable strategies for growth-minded businesses and individuals. With deep expertise in accounting, tax planning, and financial reporting, our team prioritizes proactive collaboration to address financial blind spots and implement systems tailored to your unique needs. Our approach combines technical precision with personalized advisory services, ensuring clients receive both compliance support and strategic guidance throughout the year.By focusing on cash flow optimization, tax minimization, and real-time financial insights, we empower clients to make informed decisions that enhance profitability and long-term success. Our commitment to ongoing education in evolving tax laws and technology-driven solutions like QuickBooks ProAdvisor services positions us as a trusted partner for businesses navigating growth, compliance, and financial clarity.
Services
Outsourced Bookkeeping
Tax Preparation
Payroll Services
QuickBooks Proadvisor
Tax Planning
Highlights and features
- We provide proactive tax planning to minimize liabilities and avoid surprises.
- Our customized service packages adapt to your business's unique growth stage.
- Experienced CPA with deep expertise in small business and nonprofit accounting.
- Strategic financial support combining compliance with forward-looking advisory.
- Client-focused approach with regular check-ins for continuous financial optimization.
Associations and certifications
- QuickBooks ProAdvisor Elite
What people say
Knowledgeable, reliable
Expertise, patience
Personalized, expert service
Proactive planning
Financial clarity
Services
Outsourced Bookkeeping
Our outsourced bookkeeping ensures accurate, up-to-date financial records tailored to your business needs. We handle daily transactions, bank reconciliations, and financial reporting to provide clarity and compliance. Ideal for businesses seeking to eliminate manual accounting tasks while maintaining real-time financial visibility.
Tax Preparation
Comprehensive tax preparation services for businesses and individuals, ensuring accurate filings and regulatory compliance. We streamline the process with year-round support to minimize liabilities and avoid last-minute surprises. Our expertise covers federal, state, and local tax requirements for various entity structures.
Payroll Services
Complete payroll setup and ongoing management to ensure timely, compliant employee payments. We handle tax withholdings, wage reporting, and regulatory filings while integrating payroll with your accounting systems. Designed for businesses scaling their workforce without added administrative burdens.
QuickBooks ProAdvisor
Expert QuickBooks implementation, optimization, and troubleshooting services. We configure software to match your workflows, train teams, and resolve technical issues. Our ProAdvisor status ensures advanced proficiency in leveraging QuickBooks for financial efficiency and reporting accuracy.
Tax Planning
Proactive tax planning to reduce liabilities and align with financial goals. We analyze income streams, deductions, and entity structures to identify savings opportunities. Services include quarterly estimates, entity evaluations, and coordination with your advisory team for holistic tax strategies.
People
Erika Lipkin
CPA, Firm Owner
Erika Lipkin is a licensed CPA with extensive experience in small business accounting, tax strategy, and financial systems optimization. She specializes in helping growth-oriented businesses achieve financial clarity through customized advisory services and technology-driven solutions. Her client-first approach emphasizes long-term partnerships and proactive planning.
Questions
What accounting services do you offer for small businesses?
We provide outsourced bookkeeping, tax preparation, payroll services, QuickBooks support, and strategic financial planning tailored to small businesses' needs.
How does your tax planning service help minimize liabilities?
Our tax planning identifies deductions, optimizes entity structures, and implements quarterly strategies to reduce tax burdens while ensuring compliance with evolving regulations.
Do you work with remote clients outside North Carolina?
Yes, while based in the Triangle area, we serve clients nationwide through secure cloud-based accounting platforms and virtual consultations.
What sets your firm apart from other accounting services?
We combine technical expertise with personalized advisory, focusing on proactive planning, client education, and systems tailored to each business's unique growth stage.
Can you help with QuickBooks setup and training?
As QuickBooks ProAdvisor Elite experts, we offer software implementation, workflow integration, and team training to maximize your accounting efficiency.
