Business Details
29 Years
experience
Your Trusted Accounting Partner in South Jersey
Established in 1997, Fitzpatrick Bongiovanni-Kelly has built a reputation as a trusted accounting firm serving clients in South Jersey. Our team of certified professionals combines personalized service with technical expertise to deliver tailored financial solutions for individuals, businesses, and nonprofit organizations. We prioritize one-on-one client relationships while maintaining the depth of knowledge typically associated with larger firms. Our services span tax preparation, financial planning, business valuation, litigation support, and specialized CFO consulting. With two convenient locations in Marmora and Linwood, we emphasize timely, accurate financial guidance to help clients achieve long-term stability.Our commitment to excellence is reflected in our certified staff, including CPAs, CFAs, and specialists in financial planning and business valuation. We focus on proactive strategies, from budgeting and cash flow projections to succession planning and audit services, ensuring comprehensive support for diverse client needs. Our approach balances technical precision with accessible service, making complex financial concepts actionable for clients. This dedication to quality has earned us recognition as a leading accounting firm in the region.
Services
Tax Preparation
Financial Planning
Audit Services
Business Valuation
Litigation Support
CFO Consulting
Estate Administration
QuickBooks Consulting
Succession Planning
Budget Projections
Details
- Year established: 1997
Highlights and features
- We have over 25 years of experience serving South Jersey clients since 1997
- Our team includes CPAs with specialized certifications in financial planning and valuation
- We offer comprehensive services from tax preparation to business succession planning
- We maintain two convenient locations in Marmora and Linwood, NJ
- We provide CFO consulting services for small to mid-sized businesses
Services
Tax Preparation
Our tax preparation services cover individual, business, and nonprofit entities. We ensure compliance with federal and state regulations while identifying legitimate deductions to minimize liabilities. Our CPAs stay current with evolving tax codes to provide accurate, strategic guidance for optimal financial outcomes.
Business Valuation
We determine business worth for mergers, acquisitions, or succession planning. Our certified valuation analysts use industry-specific metrics and market analysis to deliver defensible valuations. This service supports strategic decision-making for owners seeking exit strategies or capital investments.
CFO Consulting
Our outsourced CFO services provide strategic financial leadership for SMEs. We analyze cash flow, develop budgets, and create growth strategies tailored to business goals. This service helps entrepreneurs make data-driven decisions without full-time executive costs.
Audit Services
We conduct comprehensive audits with full assurance for corporations and nonprofits. Our procedures verify financial accuracy, regulatory compliance, and internal control effectiveness. Clients receive detailed reports with actionable recommendations to strengthen financial operations and stakeholder confidence.
Estate Administration
Our specialists assist executors in fulfilling will provisions and managing estate settlements. We handle tax implications, asset distribution, and legal requirements to ensure smooth transitions. This service combines technical expertise with compassionate support during sensitive times.
People
Thomas J. Fitzpatrick
Shareholder
Certified Public Accountant with specialized credentials in financial planning and valuation. Over 25 years of experience serving South Jersey businesses and individuals.
Louis Bongiovanni
Shareholder
CPA with advanced tax expertise and valuation certifications. Focuses on business advisory services and complex financial planning solutions for corporate clients.
Robert J. Kelly
Shareholder
Certified valuation analyst with extensive experience in business succession planning and litigation support services for commercial clients in South Jersey.
Carol Kemler
Accountant
CPA and Certified Financial Planner offering personalized wealth management strategies to individuals and families across Marmora and Linwood locations.
Libby Truitt
Accountant
Experienced CPA providing tax compliance and financial reporting services to small businesses and nonprofit organizations in the South Jersey region.
Questions
What accounting services do you offer?
We provide tax preparation, financial planning, audit services, business valuation, CFO consulting, and estate administration for individuals and businesses.
How are you different from other accounting firms?
We combine personalized service with specialized certifications in financial planning and business valuation, offering both technical expertise and accessible client relationships.
Do you offer free consultations?
Yes, we provide complimentary initial consultations to discuss your specific accounting needs and determine the best approach for your situation.
Where are your offices located?
We have two convenient locations in Marmora at 293 S. Shore Rd. and in Linwood at 401 New Rd., Suite 102.
What industries do you specialize in?
While serving diverse clients, we have particular expertise in small business accounting, nonprofit financial reporting, and personal wealth management in South Jersey.
