Business Details
13 Years
experience
Trusted Accounting and Tax Services in Philadelphia
At ENGAGE CPAs, we redefine accounting by combining technical expertise with personalized guidance. Founded in 2013, our firm specializes in proactive tax planning, business consulting, and financial strategy tailored to small businesses and individuals. Our team of certified professionals leverages cutting-edge technology to streamline accounting processes while maintaining a client-first approach. With decades of combined experience, we focus on demystifying financial complexities, ensuring compliance, and empowering clients to make informed decisions.Our subscription-based model eliminates billable hours, prioritizing transparency and long-term partnerships. Headquartered in Collegeville, Pennsylvania, we serve clients nationwide, offering scalable solutions that adapt to evolving business needs.
Services
Tax Services
Business Consulting
Accounting Services
Bookkeeping Services
Details
- Year established: 2013
Highlights and features
- We offer proactive tax planning and fixed monthly pricing with no hidden fees.
- Our team includes CPAs with decades of combined experience in public and corporate accounting.
- We utilize cutting-edge technology for seamless virtual collaboration nationwide.
- We provide personalized financial guidance tailored to your business's unique needs.
- We guarantee transparent communication and no unexpected billing surprises.
What people say
Genuine, knowledgeable
Saved a lot of money
Best investment in 11 years
Stellar advice
Impeccable expert support
Services
Tax Services
Our tax services include annual preparation, strategic planning, and compliance guidance for businesses and individuals. We specialize in minimizing liabilities through multi-state tax strategies, credit identification, and year-round advisory support. Clients receive personalized projections and quarterly payment planning to avoid surprises at filing time.
Business Consulting
We provide data-driven consulting to optimize business performance. Services include revenue forecasting, budgeting, pricing analysis, and growth strategy development. Our team acts as a virtual CFO, helping clients understand financial metrics and implement scalable solutions for long-term success.
Accounting Services
From book analysis to controller services, we ensure accurate financial records and regulatory compliance. Our team offers software training, debt advising, and strategic planning to improve profitability while maintaining precise accounting systems tailored to business needs.
Bookkeeping Services
We manage transaction recording, bank reconciliations, and financial reporting for small businesses. Our automated systems track expenses, generate customized reports, and maintain organized records to support informed decision-making throughout the year.
People
Michael D. Klipper
Chief Executive Officer / Founder
CPA with 15+ years of experience, founded ENGAGE CPAs in 2013 after working at a Philadelphia CPA firm. Specializes in proactive accounting solutions for small businesses. Holds degrees in Finance and Accounting from Northeastern University.
David G. Korpel
Chief Operating Officer
Joined ENGAGE as first employee after public accounting audit experience. Manages client relationships with focus on bookkeeping, tax, and forensic accounting. Passionate about simplifying financial processes for entrepreneurs.
Daisy S. Roth
Chief Accounting Officer
CPA with expertise in multi-database accounting systems. Former senior accountant at Bear Creek Mountain Resort. Oversees financial transaction accuracy and client bookkeeping support since joining in 2016.
Nathaniel S. Yesner
Chief Growth Officer
CPA with DoD auditing background. Tailors service packages to client needs while leading advisory services. Serves on Mercy Kids Africa board and specializes in accounting system optimization.
Colin A. Mengel
Senior Executive Accountant
MBA holder with experience in external auditing and corporate accounting. Joined in 2023 to provide financial analysis and compliance support for small businesses. Specializes in general ledger management and process optimization.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, bookkeeping, financial consulting, and business advisory services tailored to small businesses. Our subscription model includes unlimited accountant access with fixed monthly pricing.
How does your pricing work?
We use transparent subscription packages instead of hourly billing. Prices vary by service scope, with modifications available for specific client needs.
Do you work with clients outside Philadelphia?
Yes, our technology-enabled services support clients nationwide while maintaining personalized virtual collaboration.
What makes your firm different from traditional accountants?
We combine proactive financial guidance with modern technology, eliminating billable hours to focus on long-term client success through transparent, relationship-driven accounting.
How do I schedule a consultation?
Complete our online form for a free 20-minute consultation. No obligation, and all discussions remain strictly confidential.
