Business Details
Trusted Accounting & Tax Services in Malvern, PA
Miles Financial Management provides quality, personalized financial guidance to individuals and businesses in Malvern, PA and beyond. With over 20 years of public accounting and private industry experience, our team specializes in accounting operations, growth policies, government compliance, and strategic tax planning. We combine industry expertise with time-tested solutions to develop frameworks for business success, offering services ranging from part-time CFO support to IRS audit representation.Our dedication to professionalism, responsiveness, and quality has earned the respect of the business community, with a proven track record of delivering competent and timely advice to help clients achieve financial viability and future goals.
Services
Small Business Accounting
Part-Time CFO Services
Cash Flow Management
Tax Preparation for Businesses
IRS Audit Representation
Business Advisory Services
Government Contract Services
Non-Profit Organizations
Internal Controls
Highlights and features
- Certified Public Accountants with over 20 years of industry experience.
- Personalized client attention with tailored financial strategies.
- Proven expertise in IRS audit representation and tax relief.
- Outsourced CFO services for cost-effective financial leadership.
- QuickBooks experts offering software setup and training.
Associations and certifications
- Certified Public Accountants (CPA)
- QuickBooks Certified Instructor
What people say
Quality service
Close personal attention
Professional and responsive
Successful tax resolution
Reliable financial guidance
Services
Small Business Accounting
We handle all aspects of financial management for small businesses, including bookkeeping, financial statements, budget forecasting, and payroll tax compliance. Our services ensure accurate records, improved profitability, and strategic tax planning while allowing business owners to focus on core operations. Catering to Malvern, PA and surrounding areas, we provide outsourced financial expertise without the overhead of hiring full-time staff.
Part-Time CFO Services
Our outsourced CFO services deliver expert financial leadership for businesses needing strategic guidance without full-time employment costs. We prepare financial statements, manage cash flow, provide tax compliance advice, and develop growth strategies. This service benefits startups, growing companies, and established businesses seeking improved financial decision-making through experienced professionals who understand modern market challenges and opportunities.
Cash Flow Management
We develop comprehensive cash flow strategies to prevent business failures caused by negative cash flow cycles. Our services include creating short- and long-term projections, analyzing historical cash flow patterns, preparing billing and payment policies, and assisting with credit facilities. By implementing tools to accelerate collections and optimize surplus cash management, we help businesses maintain positive cash flow essential for operational stability and growth initiatives in competitive markets.
Tax Preparation for Businesses
Our business tax preparation covers federal, state, and local compliance with a focus on minimizing liabilities through strategic planning. We handle income tax filings, payroll tax reporting, sales tax compliance, and entity structure optimization (S-Corp, C-Corp, LLC). With expertise in mergers and acquisitions, we ensure accurate profit/loss statements while keeping clients informed about regulatory deadlines to avoid penalties and maintain financial health throughout the year.
IRS Audit Representation
We provide expert IRS audit defense and tax problem resolution for businesses and individuals. Our services include audit response strategy, back taxes negotiation, installment agreement setup, and innocent spouse relief applications. With certified professionals who understand IRS procedures, we work to achieve favorable outcomes for complex cases involving tax liens, payroll tax issues, and non-filed returns while protecting clients' interests throughout the audit process.
People
Melissa Hawes
President & Founder
Melissa Hawes, CPA with over 20 years of public accounting experience, founded Miles Financial Management. Certified in PA and NY, she served on the IRS Information Reporting Program Advisory Committee. As a QuickBooks Certified Instructor, she specializes in government compliance and women's business support.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll processing, budget forecasting, and strategic tax planning tailored to small business needs.
Can you help with IRS tax audit representation?
Yes, our certified professionals offer audit defense, back taxes negotiation, and resolution services for IRS compliance issues.
Do you provide part-time CFO services for growing businesses?
We offer outsourced CFO services including cash flow analysis, financial forecasting, and strategic business planning without full-time employment costs.
Are you experienced with QuickBooks accounting software?
Our team maintains QuickBooks certification, providing software setup, training, and optimization services for business accounting needs.
What tax preparation services do you offer for businesses?
We handle federal/state income taxes, payroll taxes, sales tax compliance, entity selection, and merger/acquisition tax strategies.
Where is your accounting firm located?
We operate from Malvern, PA, serving local businesses while offering virtual services to clients across multiple locations.
