Business Details
36 Years
experience
Professional Accounting Services in Willow Grove
Founded in 1990, our firm has dedicated over three decades to helping clients achieve their financial goals through personalized accounting solutions. Our team combines extensive industry experience with a holistic approach to maximize both business and personal net worth. We prioritize direct client collaboration, offering financial counseling to ensure informed decision-making without time constraints. As a member of CPAConnect, we leverage national resources while maintaining the personalized relationships of a local firm. Our staff maintains an average tenure of 15 years and industry experience exceeding 25 years, ensuring consistent expertise. We actively participate in professional organizations like the Pennsylvania Institute of CPAs and Community Associations Institute, where we contribute as seminar instructors and committee members.Our commitment to quality is demonstrated through continuous Peer Review approval and specialized services for community associations. We emphasize responsiveness, transparency, and accuracy in all client interactions, proofreading all deliverables before submission. With over 200 community associations served annually, we combine large-firm resources with small-firm attention to detail. Our founders' backgrounds in corporate finance and public accounting directly inform our client-centric approach.
Services
Tax Planning
Auditing Services
Financial Counseling
Community Association Accounting
QuickBooks Support
Tax Return Preparation
Details
- Year established: 1990
Highlights and features
- We offer 30+ years of experience in accounting and tax services
- Our team maintains an average industry experience of 25 years
- We provide specialized services for homeowners and condominium associations
- Our firm combines CPAConnect network resources with personalized attention
- We guarantee accurate work through rigorous proofreading processes
Associations and certifications
- Peer Review Approved
- Community Associations Institute
What people say
Diligence and vigor
Creative suggestions
Thorough work
Unreservedly recommend
Best accounting firm
Services
Community Association Audits
We specialize in financial statement audits for homeowners and condominium associations, serving over 200 communities annually. Our team provides transition audits, agreed-upon procedures, and compliance reporting tailored to community association needs. With specialized expertise since 1997, we help boards navigate financial complexities while maintaining Pennsylvania tax-free status compliance.
Tax Planning and Preparation
Our comprehensive tax solutions include strategic planning and accurate return preparation for businesses and individuals. We focus on maximizing deductions while ensuring compliance with evolving tax regulations. Our approach combines proactive planning with personalized counseling to optimize clients' financial positions throughout the year.
Financial Counseling
We provide ongoing financial guidance without time constraints, helping clients make informed business decisions. Our counseling services cover cash flow management, financial statement analysis, and long-term planning. This personalized approach ensures clients understand their financial position and growth opportunities.
QuickBooks Support
As Certified QuickBooks ProAdvisors, we offer implementation, training, and troubleshooting services for small businesses. Our support includes system setup, financial reporting, and process optimization to improve accounting efficiency. We help clients maximize their accounting software investment through tailored solutions.
Peer Review Services
We maintain continuous Peer Review approval through rigorous internal quality control processes. Our review services ensure accounting practices meet professional standards while identifying improvement opportunities. This commitment to excellence applies to all engagements, from audits to tax filings.
People
Todd Luft
Founder and President
With over 25 years in public accounting, Todd brings corporate finance experience from Kulicke & Soffa Industries and Charter Power Systems. He holds accounting and finance degrees from Temple University and specializes in small business planning.
Kristen O'Reilly
Senior Auditor
Specializing in homeowner associations since 2006, Kristen holds CPA credentials and masters in accounting from Saint Joseph's University. She provides audit expertise to over 200 community associations annually with a focus on board support.
Cathy Hedrick
Bookkeeper and Office Administrator
With 20+ years in public accounting, Cathy manages bookkeeping operations and quality control. She ensures all deliverables meet strict accuracy standards before client delivery, leveraging QuickBooks expertise developed since 2004.
Questions
What accounting services do you offer for small businesses?
We provide tax planning, financial counseling, QuickBooks support, and business consulting tailored to small business needs.
Do you specialize in community association accounting?
Yes, we serve over 200 homeowners and condominium associations with audits, tax returns, and financial reporting since 1997.
How does your firm differ from other accounting practices?
We combine 30+ years of experience with personalized service, proofreading all work before delivery and maintaining average staff tenure of 15 years.
Are you available for urgent accounting questions?
We prioritize client responsiveness and aim to address all inquiries promptly through direct communication channels.
What certifications does your firm hold?
We maintain Peer Review approval, CPAConnect membership, and QuickBooks ProAdvisor certification for accounting excellence.
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