Business Details
50+ Years
experience
Your Trusted Accounting Partner in Harleysville, PA
Founded in 1973, Baum Smith & Clemens has built a reputation as a trusted partner for strategic financial guidance. Our firm combines over 50 years of industry experience with a personalized approach, delivering tailored tax, accounting, audit, and business advisory services to small businesses, family-owned enterprises, and nonprofits. With a dedicated team of certified professionals, we prioritize proactive planning, rapid response times, and technology-driven solutions to help clients navigate financial complexities with confidence. As a CPAmerica member, we leverage national expertise while maintaining the personal touch of a local partner. Our commitment extends beyond transactionswe focus on building long-term relationships rooted in trust, collaboration, and shared success.We specialize in translating complex financial regulations into actionable insights, ensuring compliance while maximizing profitability. From tax planning to business succession strategies, our services are designed to empower clients to achieve their unique goals. Recognized for excellence by organizations like PICPA and AICPA, we remain dedicated to continuous improvement, teamwork, and conscientious service. With offices in Harleysville, PA, we serve clients nationwide, offering a blend of big-firm knowledge and small-firm responsiveness that sets us apart in the accounting industry.
Services
Tax Planning
Accounting
Audit Services
Business Advisory
QuickBooks Support
Details
- Year established: 1973
Highlights and features
- We provide personalized service with dedicated two-person teams for every client.
- Our CPAs combine national expertise with rapid, local-level responsiveness.
- Proactive tax and accounting strategies help clients avoid costly compliance issues.
- We invest in technology-driven solutions for accurate, efficient financial management.
- Over 50 years of experience serving small businesses and nonprofits in Harleysville, PA.
Associations and certifications
- CPAmerica
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- American Institute of Certified Public Accountants (AICPA)
What people say
Excellent response time
Timely and efficient
Forward-looking business counsel
No single issue
Very thorough
Services
Tax Planning
Our tax planning services focus on minimizing liabilities while maximizing savings through proactive strategies. We help individuals and businesses stay ahead of changing tax laws by integrating tax-efficient practices into their overall financial goals. With advanced software and decades of experience, we ensure accurate filings and compliance for forms ranging from 1040s to corporate returns.
Accounting
We provide comprehensive accounting solutions including bookkeeping, budgeting, and financial reporting. Our team ensures accurate records to support informed decision-making, offering services like cash flow projections, agreed-upon procedures, and financial statement preparation. Clients receive tailored guidance to enhance profitability and operational efficiency for long-term stability.
Audit Services
Our audit services include financial statement audits, Yellow Book government audits, and ERISA plan audits. Certified professionals help clients understand regulatory requirements, prepare for audits, and implement improvements to controls and operations. We specialize in federal compliance and single audits for organizations affected by OMB policies.
Business Advisory
We offer strategic business advisory services for succession planning, business formation, and operational growth. Our team provides fractional CFO services, helping clients with financial forecasting, budgeting, and management consulting. Solutions are tailored to address challenges in business transitions, retirement planning, and organizational development.
QuickBooks Support
Certified QuickBooks ProAdvisors assist with software installation, setup, and training. We help clients organize bookkeeping using QuickBooks, provide ongoing support for troubleshooting, and conduct staff training sessions. Our services ensure businesses maximize efficiency through properly implemented accounting technology solutions.
People
Gary T. Schultz
CPA
Gary T. Schultz brings extensive auditing expertise to our firm, focusing on ensuring financial compliance for small businesses and nonprofits.
Rose A. Hartle
CPA
Rose A. Hartle specializes in tax planning strategies that help clients navigate complex regulations while optimizing financial outcomes.
Christopher Waldhof
CPA, CITP
Christopher Waldhof leads technology-driven accounting solutions, integrating digital tools to enhance accuracy and operational efficiency for clients.
Jennifer L. Landis
CPA, MBA
Jennifer L. Landis provides strategic business advisory services, focusing on growth planning and financial decision-making for entrepreneurs.
Tad K. Schantz
CPA, CFE
Tad K. Schantz specializes in forensic accounting and fraud prevention, offering expert guidance to protect organizational financial integrity.
Questions
What accounting services do you offer?
We provide bookkeeping, financial reporting, budgeting, and cash flow projections tailored to small businesses and nonprofits.
Do you specialize in nonprofit organizations?
Yes, we offer tax compliance, audit services, and financial advisory specifically designed for nonprofit organizations.
Are you available for remote consultations?
We serve clients nationwide through virtual consultations and technology-driven accounting solutions.
How can QuickBooks support benefit my business?
Our Certified ProAdvisors provide software setup, training, and ongoing support to optimize your accounting processes.
What audit services do you provide?
We offer financial statement audits, government Yellow Book audits, ERISA plan audits, and OMB policy compliance support.
How do you handle tax planning for businesses?
We develop customized tax strategies that minimize liabilities while ensuring compliance with changing federal and state regulations.
