Business Details
24 Years
experience
Trusted Accounting and Business Advisory Services in North Wales, PA
Ludwig Business Consultants has been dedicated to empowering organizations through expert financial guidance since 2002. Founded by Phyllis A. Ludwig, a certified CPA with an executive MBA, our firm combines deep technical expertise with strategic insight to serve nonprofits and private enterprises. With over two decades of experience, we specialize in outsourced accounting, business advisory, taxation, and M&A services, delivering tailored solutions that drive efficiency and growth.Our team of AICPA-certified professionals, including seasoned CFOs and controllers, prioritizes client needs while maintaining the highest standards of integrity and excellence. Recognized as a Philadelphia100 company and member of the Women's Business Enterprise National Council, we bring a unique perspective to financial challenges, helping clients achieve long-term success through transparency, innovation, and personalized support.
Services
Accounting
Business Advisory
Taxation
Mergers & Acquisitions
Outsourced Finance
Details
- Year established: 2002
Highlights and features
- We offer 20+ years of specialized expertise in nonprofit and private enterprise financial management.
- Our team includes AICPA-certified specialists and experienced CFOs with industry-specific knowledge.
- We provide customized, scalable solutions tailored to each client's unique organizational structure.
- Our services combine technical excellence with strategic advisory for comprehensive financial support.
- We maintain an established reputation through Philadelphia100 recognition and long-term client partnerships.
Associations and certifications
- Women's Business Enterprise National Council
- American Institute of Certified Public Accountants
- CAS Certified CPA
What people say
Instrumental in identifying new billing system
Highest standards for timeliness and accuracy
Valued partner for financial operations
Doubled our business with support
Reliable and knowledgeable professionals
Services
Accounting
Our comprehensive accounting services ensure accurate transaction recording, timely book closures, and GAAP-compliant financial statements. We provide reliable financial infrastructure for organizations to maintain operational clarity and regulatory compliance while focusing on strategic growth initiatives.
Business Advisory
We deliver data-driven advisory services that enhance operational visibility and support informed decision-making. Our expertise in risk management, process optimization, and strategic planning helps organizations improve profitability and achieve long-term business objectives through financial transparency.
Taxation
Our tax services cover federal, state, and local requirements including payroll, sales, and international tax needs. We implement year-round planning strategies to optimize tax outcomes while ensuring compliance with evolving regulations for corporations, individuals, and nonprofit entities.
Mergers & Acquisitions
We provide end-to-end M&A support from readiness assessment through post-acquisition integration. Our services include financial due diligence, deal structuring, and strategic execution to maximize value during business transitions while maintaining financial integrity throughout the transaction lifecycle.
Outsourced Finance
Our outsourced finance solutions offer access to experienced CFOs and controllers without full-time executive costs. We provide scalable financial leadership, including budgeting, cash management, and strategic planning, tailored to organizations' evolving needs across their growth journey.
People
Phyllis A. Ludwig
President
Founder and President of Ludwig Business Consultants with 20+ years of experience. Certified CPA with an Executive MBA from Temple University, specializing in strategic financial leadership for nonprofits and private enterprises.
Jane V. Mease
Senior Analyst
MBA-holding Senior Analyst with expertise in financial analysis and business strategy. Brings analytical rigor to client engagements while emphasizing open-minded problem-solving approaches.
Lanette R. Bigley
Controller
QuickBooks Pro Advisor and Controller with extensive experience in accounting operations. Specializes in financial process optimization and technology integration for improved organizational efficiency.
Velma L. Martinez
Controller
CPA and MBA-holding Controller with deep expertise in financial reporting and compliance. Focuses on delivering accurate financial insights while maintaining high professional standards.
Rebeka Rios
Accountant
Detail-oriented Accountant committed to providing reliable financial support. Emphasizes continuous learning and professional development to deliver quality accounting services.
Questions
What industries do you specialize in?
We specialize in serving nonprofit organizations and private enterprises across manufacturing, distribution, government contracting, and professional services sectors.
How does your outsourced accounting model work?
Our model provides flexible access to experienced CFOs, controllers, and accountants without full-time hiring costs, tailored to your organization's specific needs.
Are you certified public accountants?
Yes, our team includes AICPA-certified specialists and CAS-certified CPAs with extensive industry experience.
How do you handle tax compliance for nonprofits?
We provide comprehensive tax services for 501(c)(3) organizations including 990 filings, sales tax compliance, and tax-exempt status maintenance.
What M&A services do you offer?
We support business transactions with due diligence, financial projections, deal structuring, and post-acquisition integration planning.
