Business Details
29 Years
experience
Trusted Accounting & Audit Services in Philadelphia
Established in 1997, our firm combines consulting expertise with licensed CPA services to deliver tailored financial and compliance solutions. We specialize in accounting, auditing, internal controls, and IT governance for businesses, governments, and nonprofits across the Greater Philadelphia Tri-State Area, New York City, and Washington D.C. With over 25 years of experience, we uniquely operate as both a consulting firm and a certified public accounting practice, providing the quality of large firms with the personalized attention of a boutique agency.Our team of CPAs, CISAs, and CITPs delivers hands-on expertise in SOX compliance, cybersecurity audits, and SOC reporting, serving clients in industries ranging from finance and technology to healthcare and manufacturing. We prioritize responsiveness, adaptability, and practical problem-solving to help organizations strengthen controls, streamline operations, and achieve compliance goals efficiently.
Services
Accounting Projects
Audit Preparation
SOX Compliance
IT Audits
Cybersecurity Reports
SOC Audits
Internal Audits
Details
- Year established: 1997
Highlights and features
- We offer 25+ years of combined experience in public accounting and consulting.
- Our team holds CPA, CISA, and CITP certifications across multiple disciplines.
- We provide on-site support for urgent accounting and compliance needs.
- Licensed in Pennsylvania, New Jersey, and Delaware with national reach.
- Our peer-reviewed quality control system ensures audit excellence triennially.
Associations and certifications
- AICPA
- PICPA
What people say
Deep technical knowledge
Responsive team
Regulatory expertise
Proactive insights
Services
Accounting Projects
We provide tailored support for accounting standards implementation, data analysis, and system integration projects. Our CPAs deliver on-site solutions for financial reporting, budgeting, and compliance challenges. Clients benefit from specialized expertise in ASC 606 and CECL adoptions for banks and corporations.
IT Audits
Our CISA-certified professionals conduct comprehensive risk assessments for IT infrastructure, applications, and data security. Services include control design reviews, cybersecurity audits, and compliance evaluations for frameworks like HIPAA and PCI DSS. We help organizations strengthen digital governance.
SOX Compliance
Specialized Sarbanes-Oxley compliance services featuring risk assessments, control design, and monitoring. We implement COSO frameworks for public companies and offer attestation reports. Our experience includes SOX projects for firms up to $20B in revenue.
SOC Audits
We perform SOC 1, SOC 2, and SOC 3 audits for service organizations. Our reports address financial reporting controls, data security, and system availability. Clients receive assurance documentation for stakeholders and regulatory compliance with standards like GLBA and FFIEC.
Internal Audits
Outsourced internal audit services focusing on financial and IT controls. We conduct co-sourced engagements for risk assessments and control effectiveness evaluations. Clients gain proactive strategies for improving operational efficiency and regulatory compliance.
People
John Baldo
Principal and Founder
With 28 years of experience, John provides audit and compliance expertise to Fortune 500 companies and startups. Former PwC audit manager and AICPA faculty member, he specializes in SEC reporting, IT systems integration, and cybersecurity frameworks.
Questions
What industries do you specialize in?
We serve technology, financial services, healthcare, manufacturing, and nonprofit sectors with tailored accounting and compliance solutions.
Are you a licensed accounting firm?
Yes, we are a licensed CPA firm in Pennsylvania, New Jersey, and Delaware with external peer review ratings.
Do you handle IT system audits?
Our team includes CISA-certified professionals conducting cybersecurity assessments, SOC audits, and IT control evaluations.
Can you assist with SOX compliance?
We specialize in Sarbanes-Oxley compliance with experience implementing controls for companies up to $6B in revenue.
How quickly can you start a project?
We typically deploy teams within 5 business days for urgent accounting or audit requirements.
Do you offer remote services?
Yes, we provide virtual consulting alongside on-site support for audit preparation and compliance projects.
