Business Details
Certified Public Accountants in Erie, PA
Felix & Gloekler, P.C has been a trusted name in accounting and business consulting for over three decades. Our team of more than 15 dedicated professionals specializes in individual and business tax services, audits for governments and non-profit organizations, and strategic business consultation. With deep expertise in QuickBooks advisory and employee benefit plan audits, we deliver tailored solutions that prioritize client success. Our commitment to quality is reflected in rigorous internal controls, annual peer reviews, and adherence to industry standards like Governmental Auditing Standards and OMB Circular A-133.As active members of the American Institute of CPAs and Pennsylvania Institute of CPAs, we combine technical excellence with personalized service. Our professionals hold certifications including CPA, CFE, and Certified Forensic Financial Analyst, ensuring comprehensive expertise. We pride ourselves on being a year-round resource for clients, transforming audits from disruptive obligations into value-added partnerships. Community involvement and ethical leadership remain central to our practice, as evidenced by our partners' roles in local organizations and professional associations.
Services
Tax Services
Auditing
Business Consultation
Bookkeeping
Employee Benefit Plans Audits
Highlights and features
- Over 30 years of specialized accounting and audit experience
- Team includes CPAs with certifications in fraud examination and forensic analysis
- Expertise in government and non-profit sector compliance
- Proven track record with Yellow Book and Single Audit standards
- Active community involvement and local economic expertise
Associations and certifications
- American Institute of Certified Public Accountants
- Pennsylvania Institute of Certified Public Accountants
- Government Audit Quality Center
- Employee Benefit Plan Audit Quality Center
Services
Tax Services
We provide comprehensive tax planning and preparation for individuals and businesses. Our CPAs stay current with evolving regulations to ensure compliance while optimizing tax positions. Services include electronic filing and strategic tax reduction strategies tailored to client needs.
Auditing
Specializing in government, non-profit, and private company audits, we deliver assurance services compliant with Yellow Book standards and OMB Circular A-133. Our process includes internal control evaluation and operational improvement recommendations to add annual value for clients.
Business Consultation
Our consultants offer strategic guidance for business growth and financial management. Services include QuickBooks implementation, operational efficiency analysis, and customized financial reporting solutions to support informed decision-making for small to mid-sized enterprises.
Employee Benefit Plans
We provide specialized audit services for 401(k), pension, and other employee benefit plans. Our team ensures compliance with ERISA regulations and IRS requirements while maintaining strict quality controls through multiple CPA-level reviews of financial statements.
Bookkeeping
Our bookkeeping services maintain accurate financial records using industry-leading software. We help businesses establish efficient accounting systems, reconcile accounts, and generate regular financial reports to support day-to-day operations and long-term planning.
People
Natalie Heberlein
Partner
CPA and CFE with 30+ years experience specializing in non-profit and government audits. Member of AICPA and Pennsylvania PICPA, serving as firm's quality control partner since 2009.
Stephen J. Falk III
Partner
CPA with expertise in non-profit audits and tax preparation. Joined firm in 2005, became partner in 2020. Active in Government Audit Quality Center and AICPA.
Jim Gloekler
CPA
Co-founder with focus on tax planning and non-profit audits. Member of AICPA, Government Finance Officers Association, and Certified Fraud Examiner. Active in local community finance committees.
Alan Felix
CPA
Co-founder specializing in government audits and business consultation. Former Erie Chapter president of PICPA. Served on multiple non-profit boards and church organizations.
Questions
What accounting services do you offer?
We provide tax preparation, audits, reviews, compilations, business consultation, and QuickBooks advisory services for individuals, businesses, and non-profits.
Do you specialize in any industry sectors?
Yes, we focus on government entities, non-profit organizations, employee benefit plans, and small to mid-sized businesses across various industries.
How does your audit process work?
Our audit process begins with internal control evaluation, followed by financial statement analysis. We provide annual value-added recommendations while adhering to Governmental Auditing Standards and OMB requirements.
Are you available during tax season?
Yes, we offer extended hours during tax season Monday-Friday 8 AM-6 PM, Saturday 8 AM-12 PM, and closed Sundays.
What certifications do your staff hold?
Our team includes Certified Public Accountants (CPAs), Certified Fraud Examiners (CFEs), and specialists in forensic financial reporting with ongoing professional education.
