Business Details
24 Years
experience
Your Trusted Partner for Accounting & Business Advisory Solutions
Founded in 2002, Ludwig Business Consultants has established itself as a trusted provider of outsourced finance and accounting services. With over two decades of experience, we specialize in delivering tailored solutions to lower middle market companies and nonprofit organizations. Our team of certified professionals, including CPAs, Fractional CFOs, and controllers, offers expertise in accounting, business advisory, taxation, and mergers & acquisitions.We prioritize client needs through year-round tax planning, operational optimization, and strategic financial guidance. Recognized as a Philadelphia100 company and certified by the Women's Business Enterprise National Council, our commitment to excellence is reflected in our long-term client relationships and industry accolades. We combine technical proficiency with personalized service to help organizations achieve financial clarity and growth.
Services
Accounting
Business Advisory
Taxation
Mergers & Acquisitions
Fractional CFO
Payroll Processing
Financial Reporting
Tax Compliance
Strategic Planning
Audit Preparation
Details
- Year established: 2002
Highlights and features
- We offer 20+ years of specialized accounting and advisory expertise.
- Our team includes AICPA-certified specialists and experienced Fractional CFOs.
- We provide customized financial solutions without full-time hiring overhead.
- We maintain a proven track record with Philadelphia100 recognition.
- We combine technical excellence with personalized client support.
Associations and certifications
- American Institute of Certified Public Accountants
- Women's Business Enterprise National Council
What people say
Instrumental in identifying efficiencies
Highest standards for timeliness
Valued partner for growth
Streamline front office operations
Praised by auditors
Services
Accounting
We provide comprehensive accounting services ensuring accurate transaction recording, timely book closures, and GAAP-compliant financial statements. Our expertise covers general ledger maintenance, month-end closes, and production of audit-ready reports. Clients benefit from streamlined financial operations and regulatory compliance.
Business Advisory
Our advisory services offer operational visibility and strategic planning to improve profitability. We help optimize processes, implement risk management frameworks, and develop forward-looking strategies. Clients gain actionable insights for data-driven decision-making and long-term growth.
Taxation
We handle federal, state, and local tax needs with year-round planning for optimal outcomes. Services include payroll tax compliance, sales tax reporting, entity selection, and tax problem resolution. Clients receive proactive strategies to minimize liabilities while maintaining full compliance.
Mergers & Acquisitions
We guide clients through buy/sell transactions with due diligence, financial projections, and deal execution. Our support spans readiness assessments, quality of earnings analysis, and post-acquisition integration. Clients achieve successful outcomes through our end-to-end transaction expertise.
Fractional CFO
We provide part-time CFO services offering strategic financial leadership without full-time costs. Services include cash flow management, budgeting, and investor communications. Clients access executive-level expertise tailored to their specific growth and operational needs.
People
Phyllis A. Ludwig
President
Founder and CPA with executive MBA, 20+ years in outsourced finance. Former global auditor with expertise in strategic financial transformation for mid-market companies and nonprofits.
Jane V. Mease
Senior Analyst
MBA-holding analyst specializing in financial strategy and operational optimization. Provides data-driven insights to enhance client profitability and business performance.
Lanette R. Bigley
Controller
QuickBooks Pro Advisor with expertise in controller functions. Focuses on accounting process improvements and technology integrations for enhanced financial operations.
Velma L. Martinez
Controller
CPA and MBA-holding controller with specialization in financial reporting and compliance. Ensures accurate, audit-ready financial statements for nonprofit and private enterprise clients.
Rebeka Rios
Accountant
Dedicated accountant providing transactional support and tax compliance services. Focuses on accuracy and efficiency in day-to-day financial operations for clients.
Questions
What industries do you specialize in?
We specialize in serving nonprofits and private enterprises across various sectors including healthcare, education, manufacturing, and professional services.
How do your outsourced accounting services work?
Our outsourced model provides flexible access to a full team of CPAs, controllers, and CFOs without full-time hiring costs, tailored to your specific financial needs.
What sets you apart from other accounting firms?
Our combination of executive-level expertise, Philadelphia100 recognition, and personalized service with AICPA-certified specialists creates unique value for clients.
Do you handle both accounting and strategic advisory?
Yes, we offer integrated accounting services alongside business advisory solutions for operational optimization and long-term growth planning.
How do you ensure compliance with tax regulations?
We maintain compliance through year-round tax planning, accurate reporting, and proactive updates on changing federal, state, and local tax requirements.
