Business Details
29 Years
experience
Expert Audit & Accounting Services in Philadelphia
Established in 1997, we are a specialized consulting and licensed Certified Public Accounting (CPA) firm serving the Greater Philadelphia Tri-State Area, with clients in New York City and Washington D.C. Our expertise spans accounting, internal control, compliance, and auditing services for businesses, government entities, and nonprofits. As both consultants and CPAs, we deliver hands-on solutions tailored to clients' needs, combining the quality of large firms with the agility of a boutique practice.With over 25 years of experience, we prioritize responsive service, practical strategies, and deep industry knowledge. Our team holds prestigious certifications, including CPA, CISA, and CITP, and we maintain rigorous quality control through triennial external peer reviews. We serve diverse industries, from technology and finance to healthcare and energy, helping organizations strengthen controls, ensure compliance, and achieve long-term success.
Services
Audit Preparation
SOX Compliance
IT Auditing
Independent Audits
Accounting Projects
Internal Audit Services
Cybersecurity Audits
SOC Audits
Compliance Services
Financial Reporting
Details
- Year established: 1997
Highlights and features
- Over 25 years of experience in accounting and audit services.
- Licensed CPA firm in Pennsylvania, New Jersey, and Delaware.
- Offer both consulting and certified public accounting services.
- Triennial external peer reviews ensuring quality control.
- Serve clients across diverse industries including technology, finance, and healthcare.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
What people say
Expertise in audits
Tailored solutions
Efficient compliance
Trusted advisors
Successful implementations
Services
Audit Preparation
We prepare businesses for audits with meticulous documentation and risk assessments. Our team ensures compliance with regulatory standards, identifying potential issues before they arise. Clients benefit from streamlined processes and confidence in audit outcomes.
SOX Compliance
Our SOX compliance services design and implement robust internal controls tailored to organizational needs. We address regulatory risks, enhance governance, and ensure adherence to Sarbanes-Oxley requirements for public companies and subsidiaries.
IT Auditing
We evaluate IT systems and controls to strengthen cybersecurity and governance. Our audits identify vulnerabilities, recommend improvements, and ensure compliance with frameworks like SOC and ISO standards for data protection.
Accounting Projects
We manage short- or long-term accounting projects, providing on-site support for complex financial needs. From reconciliations to system implementations, our experts resolve issues efficiently while maintaining compliance.
Internal Audit Services
Our internal audits proactively identify risks in financial and IT operations. We deliver actionable insights to improve controls, reduce liabilities, and enhance organizational resilience across industries.
People
John Baldo
Principal and Founder
John Baldo, CPA, CISA, CITP, founded the firm with 28+ years in public accounting, SEC reporting, and IT audits. He specializes in SOX compliance, ERP implementations, and internal controls for global clients.
Questions
What services do you offer?
We provide audit preparation, SOX compliance, IT auditing, accounting projects, and internal audit services for businesses, government, and nonprofits.
Which industries do you serve?
We work with technology, finance, healthcare, energy, manufacturing, and nonprofit sectors, offering industry-specific compliance and auditing solutions.
Are you licensed as a CPA firm?
Yes, we are licensed in Pennsylvania, New Jersey, and Delaware, adhering to strict regulatory standards for accounting and auditing.
How long have you been in business?
Established in 1997, we bring over 25 years of experience in accounting, compliance, and internal controls consulting.
Do you offer IT audit services?
Yes, we specialize in IT audits, cybersecurity controls, and SOC compliance to protect data and systems for service organizations.
