Business Details
Trusted Accounting & Advisory Services in Philadelphia
At Zinman & Company & Company, we approach accounting and advisory services as more than just numberswe prioritize understanding our clients' unique needs to become trusted business partners. With decades of combined experience, our team of certified professionals delivers tailored solutions across accounting, tax planning, financial reporting, and strategic advisory services. We specialize in helping businesses and high-net-worth individuals navigate complex financial landscapes through innovative technologies and personalized guidance.Our services extend beyond traditional accounting to include virtual controllership, business startup support, and mergers & acquisitions due diligence. We maintain rigorous compliance standards while focusing on proactive financial strategies that drive growth and long-term success for our clients.
Services
Accounting Services
Tax Planning
Advisory Services
Bookkeeping
Payroll Management
Virtual Controllership
Mergers & Acquisitions
Business Startup Support
Financial Reporting
IRS Representation
Highlights and features
- We offer 30+ years of experience in accounting and tax advisory services
- Our team includes CPAs, CITP, and CFE certified professionals
- We implement cloud-based technologies for real-time financial management
- We provide end-to-end solutions from bookkeeping to strategic consulting
- Our client retention rate exceeds 95% over two decades
What people say
Saved me millions in taxes
Prompt response times
Fantastic business guidance
Expert tax planning
Knowledgeable and professional
Services
Accounting Services
Our accounting services provide comprehensive financial management solutions for businesses of all sizes. We handle financial statements, general ledger maintenance, accounts payable/receivable, and regulatory compliance reporting. Our CPAs ensure accurate financial tracking while providing strategic insights to improve business performance. Clients benefit from real-time financial visibility and expert guidance for decision-making.
Tax Planning
Our tax planning services focus on minimizing liabilities while maximizing savings through strategic financial positioning. We offer business entity selection, tax credit identification, depreciation planning, and year-end projections. Our specialists stay current with evolving regulations to ensure compliance while optimizing tax outcomes for both corporate and individual clients.
Advisory Services
Our advisory services help businesses develop financial strategies for growth and operational efficiency. We provide financial modeling, risk assessment, internal controls implementation, and strategic planning. Our consultants work closely with clients to analyze business performance and develop data-driven solutions that address specific organizational challenges and growth opportunities.
Virtual Controllership
This service offers scalable financial leadership without hiring full-time staff. We provide monthly financial statements, cash flow management, budgeting support, and strategic financial guidance. Businesses gain access to experienced professionals who handle complex accounting functions while providing actionable insights to improve financial performance and decision-making.
Business Startup Support
We help new businesses establish proper financial foundations through entity selection, accounting system setup, and financial planning. Our services include business plan assessment, tax ID applications, software implementation, and cash flow management strategies. Startups receive comprehensive support to navigate initial challenges and position for long-term financial success.
People
Mark B. Zinman
Managing Partner
CPA and CITP-certified accountant with 30+ years of experience in tax planning and business advisory. Specializes in strategic financial consulting for high-net-worth individuals and businesses.
Luke Seier
Partner
Experienced CPA with expertise in tax compliance and financial reporting. Provides strategic guidance to businesses on regulatory compliance and financial optimization.
Elliot R. Titcher
CPA, CFE
Certified Fraud Examiner with specialization in forensic accounting and internal controls. Assists clients with risk assessment and financial investigations.
Gary Savrin
CPA
Tax specialist with 40+ years of experience serving individuals and businesses. Expert in estate planning and complex tax return preparation.
Cameron Graham
CPA
Focuses on business advisory services and financial statement analysis. Helps clients improve financial performance through data-driven recommendations.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including financial statements, general ledger maintenance, accounts payable/receivable management, and regulatory compliance reporting tailored to small business needs.
How can your tax planning services benefit my business?
Our tax planning identifies savings opportunities through strategic entity selection, tax credit utilization, and year-end projections while ensuring compliance with evolving regulations.
Do you work with startups and new businesses?
Yes, we specialize in helping startups establish proper financial foundations through entity selection, accounting system setup, and cash flow management strategies.
What is Virtual Controllership Service?
Our Virtual Controllership provides scalable financial leadership with monthly statements, budgeting support, and strategic guidance without hiring full-time staff.
How do you handle IRS audits or disputes?
Our team provides comprehensive IRS representation including audit defense, penalty abatement, and payment agreement negotiations for both business and individual taxpayers.
What sets you apart from other accounting firms?
We combine technical expertise with personalized service, using technology to deliver proactive financial strategies that drive business growth and client success.
