Business Details
Comprehensive Accounting Services in Moorestown, NJ
At 360 CPA Services, we combine technical expertise with personalized service to deliver comprehensive accounting solutions. With over 15 years of experience in finance and accounting, our team specializes in tax planning, bookkeeping, and advisory services tailored to businesses and individuals. Our founder, Eric Kodish, brings a unique background in software engineering and advanced certifications in financial planning and divorce analysis to address complex client needs. We prioritize proactive communication through regular newsletters and year-round consultations to identify tax-saving opportunities.Our services extend beyond traditional accounting, offering virtual CFO support, payroll solutions, and wealth management guidance. We emphasize education, empowering clients to make informed financial decisions. Our commitment to accessibility ensures clients receive timely responses to inquiries and benefit from secure electronic document management. By maintaining affiliations with professional organizations like the AICPA and NJSCPA, we uphold rigorous standards of excellence. Our approach blends technical precision with a client-centric philosophy to foster long-term financial success.
Services
Tax Planning
Bookkeeping
Payroll Services
Virtual CFO
Wealth Management
Business Advisory
Highlights and features
- We offer 15+ years of combined accounting and financial planning expertise
- Our proactive tax advisory services identify savings throughout the year
- We provide face-to-face consultations and personalized financial education
- Our secure electronic systems ensure safe document transmission and storage
- We maintain active professional affiliations with leading accounting organizations
Associations and certifications
- AICPA
- NJSCPA
- Moorestown Business Association
Services
Tax Planning
Our tax planning services focus on proactive strategies to minimize liabilities while maximizing savings. We analyze current financial situations, forecast future scenarios, and implement legal tax reduction methods. Clients receive regular updates about changing regulations and personalized recommendations to optimize their tax positions throughout the year.
Bookkeeping
We provide comprehensive bookkeeping solutions including transaction recording, account reconciliation, and financial reporting. Our services support businesses of all sizes with options for electronic file review, data pickup, and integration with accounting software. We ensure accurate, up-to-date financial records to support informed business decisions.
Payroll Services
Our payroll services include processing employee payments, tax withholdings, and regulatory filings. We offer discounted third-party solutions with direct support for any issues. Clients benefit from accurate, timely processing and compliance with changing employment tax requirements while maintaining seamless business operations.
Virtual CFO
Our Virtual CFO service provides strategic financial guidance including business health assessments, financing options, and growth opportunities. We analyze financial performance, develop cost-saving strategies, and offer expert advice on cash flow management and long-term business planning to support sustainable growth and profitability.
Wealth Management
We offer wealth management services integrating tax planning with investment strategies and retirement preparation. Our certified financial planners help clients understand investment options, develop tax-efficient portfolios, and create comprehensive plans for long-term financial security aligned with personal goals and risk tolerance.
People
Eric Kodish
Founder / CPA
Eric Kodish has 15+ years in finance with CPA, CFP, and CDFA certifications. He holds an MBA from Drexel University and previously worked as a software engineer. He provides tax, accounting, and financial planning services while maintaining affiliations with major professional accounting organizations.
Sheldon Wilen
Consultant
Sheldon Wilen brings 40+ years of accounting experience, including former IRS employment. He provides specialized expertise and guidance on complex tax matters, leveraging extensive knowledge of tax regulations and enforcement practices to benefit client cases.
Questions
What accounting services do you offer for businesses?
We provide bookkeeping, payroll processing, virtual CFO services, business tax planning, and financial advisory for companies of all sizes.
Do you offer year-round tax advisory services?
Yes, we provide ongoing tax strategy consultations, regular newsletters, and proactive advice to optimize your tax position throughout the year.
How do you handle client communications and document security?
We offer secure electronic document transmission, maintain encrypted client portals, and ensure all communications remain confidential and protected.
What makes your tax preparation process different?
We complete individual returns during face-to-face meetings, provide financial education, and offer free electronic filing with immediate submission.
Are there specialized services for business owners?
Yes, we offer business performance analysis, cost-saving strategies, revenue growth planning, and comprehensive advisory services tailored to business needs.
