Business Details
50+ Years
experience
Trusted Accounting and Advisory Services in Philadelphia
Founded in 1967, Haefele, Flanagan Certified Public Accountants and Advisors has built a legacy of delivering comprehensive accounting, audit, tax, and business advisory services to organizations across diverse industries. Our firm combines over five decades of experience with a client-centric approach, emphasizing proactive communication and tailored solutions to address complex financial challenges. As a member of the American Institute of Certified Public Accountants (AICPA), Pennsylvania Institute of Certified Public Accountants (PICPA), and New Jersey Society of Certified Public Accountants (NJCPA), we adhere to the highest professional standards. Our affiliation with CPAmerica, Inc. and Crowe Global provides access to a network of over 2,800 professionals across 130 countries, ensuring clients receive both local expertise and global resources.We prioritize ongoing education to stay ahead of regulatory changes, offering services ranging from business valuations and tax planning to litigation support and IT innovation. Our mission focuses on empowering clients to achieve their financial goals through integrity, technical excellence, and personalized attention.
Services
Business Advisory
Tax Planning
Accounting & Assurance
Business Valuations
Client Accounting Services
Details
- Year established: 1967
Highlights and features
- We offer over 50 years of combined experience in accounting and business advisory services.
- Our team includes CPAs, Certified Valuation Analysts, and Accredited Senior Appraisers.
- We maintain membership in top-tier professional networks like Crowe Global.
- Our peer-reviewed quality control system ensures compliance with stringent standards.
- We provide personalized service with access to international resources through affiliations.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- New Jersey Society of Certified Public Accountants (NJCPA)
- CPAmerica, Inc.
- Crowe Global
What people say
50+ years experience
Personalized attention
Industry-specific expertise
Accurate valuations
Proactive communication
Services
Business Advisory
Our business advisory services provide strategic guidance for organizational growth and operational efficiency. We help clients navigate financial challenges through customized planning, risk management, and process optimization. With expertise in mergers, acquisitions, and succession planning, we deliver actionable insights to enhance profitability and long-term sustainability.
Tax Planning
Comprehensive tax planning solutions ensure compliance while minimizing liabilities for individuals and businesses. Our team stays current with evolving regulations to identify savings opportunities through strategic structuring and deferral strategies. We specialize in complex tax scenarios involving transactions, international expansion, and dispute resolution.
Accounting & Assurance
We offer full-spectrum accounting and assurance services, including audits, reviews, and compilations. Our professionals ensure financial reporting accuracy and regulatory compliance across industries. Through proactive audits and forensic analysis, we help organizations strengthen internal controls and maintain transparency with stakeholders.
Business Valuations
Accurate business valuations are critical for mergers, acquisitions, and legal matters. Our accredited professionals use rigorous methodologies to determine enterprise value for tax, litigation, and transaction purposes. We provide defensible analyses recognized by courts, financial institutions, and regulatory bodies.
Client Accounting Services
Tailored accounting solutions support small and mid-sized businesses through outsourced bookkeeping, CFO services, and QuickBooks expertise. Our three-tier system offers scalable support from basic record-keeping to comprehensive financial strategy development, enabling clients to focus on core operations.
People
James A. Rogers Jr.
Past Managing Partner
With decades of leadership experience, James A. Rogers Jr. has guided Haefele, Flanagan's growth while maintaining CPA and forensic accounting certifications. His expertise in financial strategy continues to influence the firm's client-focused approach.
David J. Gill, Jr.
Partner
David J. Gill, Jr. specializes in tax planning and financial advisory services. As a Certified Public Accountant and Personal Financial Specialist, he helps clients optimize financial outcomes through strategic compliance and wealth management solutions.
Dave Bookbinder
Executive Director, Valuation Services
Dave Bookbinder leads business valuation engagements with credentials including Accredited Senior Appraiser and Certified Valuation Analyst. His team delivers precise valuations for litigation, mergers, and tax purposes across diverse industries.
Megan Bickings
Client Accounting Services Manager
Megan Bickings oversees outsourced accounting solutions, leveraging QuickBooks expertise to streamline financial operations for small businesses. Her team provides scalable bookkeeping and CFO services tailored to client needs.
Erica L. Peterson
Partner
Erica L. Peterson contributes auditing and assurance expertise as a Certified Public Accountant. She manages compliance audits and financial reporting engagements, ensuring clients meet regulatory standards while improving operational efficiency.
Questions
What accounting services does Haefele Flanagan offer?
We provide audits, reviews, compilations, financial reporting, compliance audits, and forensic accounting services tailored to businesses of all sizes.
How can tax planning benefit my business?
Our tax planning identifies savings opportunities through strategic compliance, deferral strategies, and transaction structuring to minimize liabilities while maintaining regulatory adherence.
Do you serve small businesses?
Yes, our Client Accounting Services offer scalable bookkeeping, CFO support, and QuickBooks solutions specifically designed for small and mid-sized organizations.
What industries do you specialize in?
We serve diverse sectors including nonprofit organizations, privately held companies, publicly traded firms, and family-owned businesses with industry-specific financial expertise.
How are business valuations conducted?
Our accredited professionals use customized methodologies to analyze financial data, market conditions, and legal requirements for accurate valuations in mergers, litigation, or tax contexts.
What sets Haefele Flanagan apart from other firms?
We combine 50+ years of local experience with global resources through affiliations like Crowe Global, offering personalized service backed by international expertise.
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