Business Details
Trusted Accounting & Advisory Services in Lancaster
At Acuity Advisors & Cpas, we are a consulting and advisory firm primarily serving family and closely held businesses, with foundational roots in the accounting profession. Our expertise extends beyond traditional tax, accounting, and financial reporting services to include strategic guidance through critical business management events such as formation, financing, cash management, acquisitions, wealth management, and succession planning. We adopt a holistic approach to become trusted advisors in our clients' business life cycles, offering tailored solutions that align with their unique goals.Our team of experienced professionals delivers outsourced accounting, compliance, consulting, and tax services while maintaining a deep understanding of industries like agriculture, manufacturing, construction, retail, and nonprofit. We prioritize servant leadership, client relationships, and employee development to ensure long-term success for both our clients and our firm.
Services
Outsourced Accounting
Tax Services
Business Valuation
Succession Planning
Payroll Services
Compliance Audits
Strategic Consulting
Debt Restructuring
Financial Reporting
Retirement Planning
Highlights and features
- We offer 360-degree financial guidance for family-owned businesses across all industry sectors.
- Our team includes CPAs with specialized expertise in agriculture, construction, and nonprofit sectors.
- We provide tailored succession planning solutions for intergenerational business transitions.
- Our advisory services integrate cash flow management with long-term strategic planning.
- We maintain deep industry knowledge through continuous engagement with evolving tax regulations.
What people say
Exceptional high-quality service
Empowers better business decisions
Reliable accurate information
Professional financial reviews
Positive collaborative experience
Services
Outsourced Accounting
Our outsourced accounting services provide businesses with experienced professionals handling day-to-day financial operations. This service enables business owners to focus on core activities while maintaining accurate financial records. We deliver comprehensive solutions including bookkeeping, financial statement preparation, and payroll management tailored to each client's specific needs.
Tax Services
Acuity Advisors & Cpas's tax services encompass return preparation, retirement planning, and strategic tax optimization. Our CPAs stay current with evolving regulations to maximize client benefits while ensuring compliance. We specialize in complex tax situations including estate planning and business succession strategies that preserve wealth across generations.
Succession Planning
Our succession planning services guide business owners through leadership transitions and ownership transfers. We create customized strategies that address tax implications, family dynamics, and long-term sustainability. Our advisors act as impartial facilitators to ensure smooth intergenerational transfers and organizational continuity.
Strategic Consulting
Acuity Advisors & Cpas's strategic consulting delivers tailored recommendations for business growth and operational improvement. We analyze financial performance, market position, and operational efficiency to develop actionable roadmaps. Our services include cash flow management, acquisition analysis, and growth strategy development for closely held businesses.
Payroll Services
Our comprehensive payroll solutions manage employee compensation, tax filings, and compliance requirements. The service includes live data access, regulatory compliance, and year-end reporting. We streamline HR processes while minimizing compliance risks through automated systems and expert oversight.
People
Crystal Gibble
CPA Business Services
With extensive experience in business advisory services, Crystal Gibble provides strategic financial guidance to closely held businesses while maintaining deep technical accounting expertise.
Kendall Ruth
CPA Ag & Agri-Business
Specializing in agricultural sector accounting, Kendall Ruth combines industry-specific knowledge with tax expertise to support farming operations and agribusiness clients.
Phil Immediato
CPA Business Services
Phil Immediato delivers comprehensive business advisory services with focus on financial planning and operational improvement strategies for mid-sized enterprises.
Tony Smith
CPA Chief Operations Officer
As Chief Operations Officer, Tony Smith oversees firm operations while maintaining client advisory responsibilities, ensuring service excellence across all business functions.
Duane Hess
CPA Consulting Services
Duane Hess provides expert consulting services with specialized credentials in business valuation and strategic planning for complex organizational transitions.
Questions
What industries does Acuity specialize in?
We serve agriculture, manufacturing, construction, retail, and nonprofit sectors with industry-specific accounting and advisory expertise.
How does Acuity approach business succession planning?
We create customized succession strategies addressing tax implications, family dynamics, and long-term sustainability through impartial advisory services.
What differentiates Acuity's tax services?
Our tax planning integrates with overall financial strategy, focusing on complex situations like estate planning and business succession.
Do you offer outsourced accounting solutions?
Yes, our outsourced accounting handles bookkeeping, financial reporting, and payroll while business owners focus on core operations.
How does Acuity support business growth?
We provide strategic consulting including cash flow analysis, acquisition evaluation, and growth strategy development tailored to client needs.
