Business Details
Your Trusted Partner for Accounting Solutions in Warren, PA
At Kersey & Associates, we bring decades of accounting expertise to businesses and individuals across Warren, Youngsville, Russell, and Akeley. Our team of certified public accountants specializes in tailored financial solutions, including tax preparation, bookkeeping, payroll services, and strategic business planning. We pride ourselves on personalized service delivered through face-to-face meetings, phone consultations, or remote support. Our experience with nonprofit organizations, QuickBooks integration, and complex tax scenarios enables us to address diverse client needs. We focus on empowering clients through financial education and customized strategies that enhance business efficiency and personal wealth management.Our commitment to quality is reflected in our meticulous audit, review, and compilation services that ensure financial transparency and regulatory compliance. Located conveniently near the Warren Public Library, we serve local businesses and organizations with accessible, reliable accounting support. Our approach combines technical proficiency with practical advice to help clients achieve both immediate financial goals and long-term stability. We maintain active involvement in professional associations like the AICPA and PICPA, reinforcing our dedication to industry excellence. Our team's extensive experience in public accounting ensures clients receive informed guidance for navigating complex financial landscapes.
Services
Tax Preparation
Bookkeeping Services
QuickBooks Setup
Audits & Reviews
Estate Planning
Highlights and features
- We offer 45+ years of combined CPA experience in public accounting
- Our services are customized to fit unique business requirements
- We provide flexible service delivery options including remote support
- Specialized expertise in nonprofit tax preparation and reporting
- We combine technical knowledge with practical business insights
Services
Tax Preparation
Our comprehensive tax preparation services ensure accurate and timely filing for individuals and businesses. We specialize in complex tax situations including nonprofit organizations, back taxes, and IRS audit representation. Our CPAs stay current with evolving tax regulations to maximize deductions while maintaining compliance. Clients receive personalized guidance to navigate tax challenges and optimize financial outcomes.
Bookkeeping Services
We provide complete bookkeeping solutions including bank reconciliation, income statement preparation, and general ledger maintenance. Our services ensure accurate financial records for informed business decisions. We support both QuickBooks users and traditional accounting systems, offering monthly or quarterly reporting options tailored to business needs.
QuickBooks Services
Our QuickBooks specialists offer setup, training, and ongoing support for small business accounting. We help clients implement efficient bookkeeping systems and resolve software issues. Services include data cleanup, multi-user configuration, and integration with other business tools to streamline financial management processes for improved operational efficiency.
Audits & Reviews
We conduct thorough financial audits and reviews to ensure accuracy and compliance for businesses and nonprofits. Our CPAs provide independent assessments of financial statements, internal controls, and regulatory compliance. These services help organizations identify weaknesses, improve financial processes, and build credibility with stakeholders and financial institutions.
Estate Planning
Our estate planning services help individuals organize asset distribution while minimizing tax implications. We assist with wills, trusts, and probate avoidance strategies tailored to each client's unique circumstances. Our approach considers family dynamics, tax efficiency, and long-term legacy goals to create comprehensive estate plans that provide peace of mind.
People
John M. Kersey
Managing Director
With 45+ years in public accounting, John Kersey leads our firm's client services and strategic direction. He holds an MBA from Gannon University and specializes in tax and accounting solutions for businesses.
James S. Embrey
Managing Director
Jim Embrey brings 20+ years of tax expertise to our firm, specializing in corporate taxation and audit services. He graduated from the University of Pittsburgh with an accounting degree and actively participates in local civic organizations.
Lisa M. McDermott
Managing Director
Lisa McDermott offers 20+ years of auditing and financial reporting experience. A Kings College graduate, she focuses on nonprofit accounting and employee benefit plan audits while maintaining active AICPA membership.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive services including bookkeeping, payroll processing, financial statement preparation, tax planning, and business consulting tailored to small business needs.
Do you specialize in any particular industries?
While serving diverse clients, we have particular experience with nonprofit organizations, rental property owners, and businesses in the oil and gas industry.
Can you help with QuickBooks software issues?
Yes, our team offers QuickBooks setup, training, troubleshooting, and data cleanup services for both desktop and online versions of the software.
What's the difference between an audit and a review?
An audit provides the highest level of assurance through detailed examination, while a review offers limited assurance based on analytical procedures and inquiries.
How do you handle tax problems with the IRS?
We represent clients in IRS audits, help resolve back tax issues, and develop payment plans for tax debt while ensuring compliance with current obligations.
Do you offer estate tax planning services?
Yes, we help clients minimize estate taxes through strategic planning that includes wills, trusts, and other instruments tailored to their specific circumstances.
