Goldberg & Balthaser

Business Details

Your Trusted Partner for Accounting Solutions in Harrisburg

Goldberg & Balthaser is a full-service accounting firm serving clients throughout South Central Pennsylvania. With decades of combined experience, our team of certified professionals provides personalized accounting, tax, and financial advisory services tailored to individuals and businesses. We specialize in small business accounting, tax planning, bookkeeping, and part-time CFO services, leveraging advanced technology to streamline financial processes. Our firm prioritizes client relationships, offering strategic guidance to improve profitability and ensure compliance with evolving tax regulations.

Established to deliver expert financial solutions, we maintain active memberships in professional organizations like the American Institute of CPAs. Through meticulous attention to audits, reviews, and compilations, we help organizations maintain transparency and achieve long-term success. Our commitment to continuous education ensures clients receive up-to-date advice on cash flow management, business formation, and nonprofit compliance. By handling complex financial tasks, we empower business owners to focus on growth while maintaining peace of mind.

Services

Small Business Accounting Bookkeeping Services Tax Preparation Part-Time CFO Services Audit Compilations Nonprofit Accounting Cash Flow Management Business Formation QuickBooks Support Tax Planning

Highlights and features

We offer 20+ years of specialized accounting expertise for small businesses and nonprofits.
Our team provides personalized financial guidance with a focus on strategic growth.
We combine advanced technology with traditional accounting principles for accurate results.
Our firm maintains active professional certifications ensuring compliance with industry standards.
We deliver tailored solutions for tax planning, cash flow management, and business formation.

Associations and certifications

Certified Public Accountant (CPA)
Chartered Global Managerial Accountant (CGMA)

Website

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Services

Small Business Accounting

Our Small Business Accounting service provides comprehensive financial management tailored to local enterprises. We handle bookkeeping, financial reporting, and tax compliance while offering strategic advice to improve profitability. Clients receive customized cash flow analysis, budget forecasting, and internal control systems to prevent fraud. Our team ensures accurate profit statements and balance sheets that support informed decision-making for growth-oriented business owners.

Tax Preparation

We deliver thorough tax preparation services for individuals and businesses, maximizing deductions while ensuring compliance with federal and state regulations. Our experts provide strategic tax planning to minimize liabilities and offer QuickBooks integration for seamless record-keeping. Clients benefit from our knowledge of current tax codes and personalized approach to optimizing refunds while maintaining audit-ready documentation.

Part-Time CFO Services

Our Part-Time CFO Services offer cost-effective financial leadership for growing businesses. We provide financial forecasting, accounts payable/receivable management, and strategic guidance to improve cash flow. This service includes regular financial statement preparation and tailored advice for business expansion, helping owners make data-driven decisions without hiring a full-time executive.

Bookkeeping Services

Our Bookkeeping Services maintain accurate financial records using modern technology to track income and expenses. We establish efficient reporting systems for startups and streamline existing processes for established businesses. This service includes payroll tax processing and customized financial reports that help owners monitor business performance while saving time for core operations.

Nonprofit Organizations

We specialize in nonprofit accounting, ensuring compliance with IRS revenue and expense classifications to maintain tax-exempt status. Our services include grant tracking, donor reporting, and financial statement preparation tailored to organizational missions. Clients receive expert guidance on compliance requirements and strategic financial management to support long-term sustainability.

People

Jacqueline M. Balthaser

President

With over 20 years in public accounting, Jacqueline Balthaser leads the firm's client services. A CPA and CGMA credential holder, she specializes in tax strategies for small businesses and nonprofits while maintaining active AICPA membership.

Carol A. Gross

Senior Staff Accountant

Carol Gross brings extensive audit experience for nonprofits and expertise in QuickBooks integration. A licensed CPA since joining the firm in 2010, she manages complex accounting tasks while supporting small business clients with software training.

Lukas Gross

Staff Accountant

Lukas Gross handles payroll tax processing and supports audit engagements since joining in 2017. With accounting expertise from Geneva College, he assists small businesses with day-to-day financial operations and compliance requirements.

Melinda S. Wilk

Office Manager

Melinda Wilk oversees administrative operations with a decade of experience in office management. Her organizational skills ensure smooth client interactions while maintaining efficient internal processes since joining the firm in 2015.

Questions

What accounting services do you offer for small businesses?

We provide complete small business accounting including bookkeeping, financial reporting, cash flow analysis, and internal control systems tailored to your industry needs.

How can part-time CFO services benefit my company?

Our part-time CFO services deliver strategic financial guidance for growth, including budget forecasting, cash flow optimization, and data-driven decision support without full-time costs.

Do you handle both individual and business tax preparation?

Yes, we prepare personal tax returns and business tax filings while providing year-round planning to maximize deductions and ensure compliance.

What technology do you use for accounting services?

We utilize QuickBooks and Sage software with secure file sharing systems to streamline financial processes while maintaining data protection standards.

How do you support nonprofit organizations?

We help nonprofits maintain tax-exempt status through proper financial reporting, grant tracking, and compliance with IRS requirements specific to charitable organizations.

Can you assist with business formation services?

Yes, we guide clients through entity selection, registration processes, and initial financial setup to establish strong accounting foundations for new businesses.