Business Details
Expert Accounting & Tax Services in Raleigh, NC
At Lipkin CPA, we specialize in providing comprehensive accounting and financial advisory services tailored to small businesses and individuals. With a client-centric approach, we prioritize understanding your unique needs to deliver customized solutions that drive profitability and operational efficiency. Our team of seasoned professionals brings decades of experience from diverse industries, including public accounting, management consulting, and fractional leadership roles. We focus on translating complex financial data into strategic actions, ensuring our clients maintain compliance while optimizing tax savings and revenue growth.Our commitment to excellence is reflected in our systematic processes, ongoing education, and proactive support, empowering clients to navigate financial challenges with confidence. By leveraging advanced tools like QuickBooks and prioritizing real-time financial visibility, we help businesses of all sizes build scalable systems that adapt to evolving goals. Our dedication extends beyond numberswe strive to be a trusted partner in your long-term success, offering year-round support that prepares you for audits, tax seasons, and strategic growth opportunities.
Services
Outsourced Bookkeeping
Bookkeeping Cleanup
Payroll Services
Tax Preparation
Controller and CFO Services
Highlights and features
- We provide year-round tax planning to minimize liabilities and avoid surprises.
- Our team includes CPA professionals with 30+ years of industry experience.
- We specialize in scalable accounting solutions for growing small businesses.
- We offer personalized QuickBooks setup and optimization services for efficiency.
- Our proactive approach ensures accurate financial reporting and audit readiness.
What people say
Knowledgeable, reliable
Expert tax guidance
Patient and thorough
Maximized savings
Streamlined processes
Services
Outsourced Bookkeeping
Our outsourced bookkeeping ensures accurate financial tracking through regular reconciliations and reporting. Ideal for small businesses seeking real-time visibility and compliance. We handle transaction categorization, payroll entries, and monthly financial statements to support informed decision-making while reducing administrative burdens.
Bookkeeping Cleanup
We restore financial accuracy by correcting past errors and implementing systematic workflows. This service resolves disorganized records, reconciles backlogged accounts, and establishes controls to ensure reliable reporting. Clients gain audit-ready financials and scalable systems to prevent recurring issues during growth phases or tax preparations.
Payroll Services
From initial setup to ongoing compliance, our payroll solutions cover tax registrations, wage classifications, and multi-state payroll management. We integrate systems with accounting software, ensuring accurate payments, tax filings, and adherence to federal/state regulations while minimizing penalties for new or expanding businesses.
Tax Preparation
We prepare and file business, partnership, and individual tax returns with a focus on year-round planning. Our services include asset depreciation reviews, estimated tax projections, and audit-ready documentation. Clients benefit from strategic deductions, K-1 reporting, and state-specific compliance to reduce liabilities and ensure regulatory adherence.
Controller and CFO Services
Our fractional finance experts provide budgeting, forecasting, and process automation tailored to business growth. We offer strategic financial guidance, team training, and system integration to enhance profitability. This service supports long-term planning, margin improvements, and data-driven decision-making for scaling organizations.
People
Erika Lipkin
Founder & CPA
Licensed CPA with 30+ years of experience in accounting and consulting. Former Senior Auditor at Ernst & Young, Erika specializes in strategic financial guidance for small businesses. She holds degrees from UNC-Chapel Hill and Baruch College.
Ashley Lockett
Accountant
Certified accountant with 10+ years in corporate and government accounting. Expertise in small business financial systems and process optimization. Graduated from the University of Alabama with a BS in Accounting.
Questions
What accounting software does Lipkin CPA support?
We specialize in QuickBooks ProAdvisor services but also support other platforms. Our team optimizes software setups for accurate reporting and streamlined workflows tailored to your business needs.
How does the bookkeeping cleanup process work?
We reconcile backlogged accounts, correct categorized transactions, and implement systematic controls. The process typically takes 2-4 weeks depending on historical data complexity and current system disorganization.
Do you handle payroll tax filings?
Yes, we manage federal, state, and local payroll tax registrations, filings, and payments. Our services ensure compliance with wage classifications and multi-state employment regulations to prevent penalties.
What tax planning services do you offer?
We provide year-round tax planning, including estimated payments, deduction strategies, and entity structure analysis. Clients receive personalized guidance to minimize liabilities and maximize savings throughout the fiscal year.
Can you help with nonprofit tax compliance?
Yes, we prepare Form 990 series returns, track unrelated business income, and ensure compliance with charity regulations. Our services include audit-ready documentation and state/federal reporting for nonprofits.
