Business Details
50+ Years
experience
Expert Accounting & Financial Services for Businesses & Families
Founded in the early 1960s, our firm has built a legacy of delivering comprehensive accounting, tax, and financial planning services tailored to businesses and high-net-worth families. Under the leadership of Matthew P. Collins, CPA, CFP, since 1993, we combine decades of expertise with cutting-edge technology to provide personalized solutions that exceed client expectations. Our services span tax planning, bookkeeping, payroll, business consulting, and virtual family office support, all designed to alleviate financial stress and empower informed decision-making. We prioritize transparency, offering fixed monthly fees and real-time data access through secure digital platforms. With a focus on strategic guidance, we help clients navigate complex financial landscapes while maintaining compliance and optimizing growth.Our teams certifications, including CPA, CFP, and QuickBooks Pro Advisor designations, underscore our commitment to excellence. We serve diverse industries, from dental practices to specialty trade contractors, ensuring each client receives tailored support aligned with their unique needs. Rooted in Pennsylvania, our practice extends nationally, driven by a philosophy that treats high-net-worth families as business enterprises. Through collaborative partnerships and a dedication to continuous education, we remain a trusted advisor in an ever-evolving financial world.
Services
Tax Planning
Bookkeeping & Payroll
Family Office Services
Business Management
Outsourced Accounting
Financial Planning
Cybersecurity Consulting
Budgeting & Projections
Payroll Processing
Advisor Team Oversight
Details
- Year established: 1960
Highlights and features
- We offer over 60 years of combined experience in accounting and financial planning.
- Our team includes Certified Public Accountants and Certified Financial Planners.
- We provide fixed monthly fee structures for transparent budgeting.
- Our virtual services offer real-time access to financial data.
- We specialize in serving high-net-worth families and closely held businesses.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
Services
Tax Planning
Our tax planning and preparation services minimize liabilities while ensuring compliance. We analyze unique client situations to identify deductions and implement strategic year-round planning. Certified professionals deliver personalized solutions for individuals and businesses.
Bookkeeping & Payroll
We manage daily accounting tasks, including payroll processing, bank reconciliations, and expense tracking. Our fixed-fee model ensures predictable costs while providing real-time financial insights through secure digital platforms for streamlined operations.
Family Office Services
Virtual family office solutions handle administrative burdens for high-net-worth families. Services include bill pay, advisor oversight, and risk management, treating families as business enterprises to optimize financial efficiency and accountability.
Business Management
Customized financial reporting and KPI analysis provide actionable insights. We offer budgeting, cash flow analysis, and strategic guidance akin to an in-house CFO, tailored to small businesses at a fraction of the cost.
Outsourced Accounting
Comprehensive outsourced accounting replicates an internal department. Services include financial statements, accounts payable management, and tax preparation, delivered via secure platforms for real-time data access and fixed monthly pricing.
People
Matthew P. Collins
President
Matthew P. Collins, CPA, CFP, leads the firm with expertise in tax, accounting, and financial planning. He advises closely held businesses and represents clients before the IRS, leveraging over 30 years of experience to deliver strategic solutions.
Questions
What accounting services do you offer?
We provide bookkeeping, payroll processing, financial reporting, and outsourced accounting tailored to businesses, ensuring accurate and timely financial management.
How do you handle tax planning for businesses?
Our tax planning services include strategic deductions, compliance, and year-round advisory to minimize liabilities and optimize business tax outcomes.
What is family office services?
Family office services manage administrative and financial needs of high-net-worth families, including bill pay, advisor oversight, and risk management virtually.
Do you offer cybersecurity consulting?
Yes, we provide cybersecurity guidance to protect small businesses, including risk assessments and cost-effective strategies to mitigate threats.
How are your fees structured?
We offer fixed monthly fees for bundled services, ensuring transparency and predictable budgeting without unexpected charges.
