2449 Golf Rd, Ste 24
Philadelphia, PA 19131-1475
(215) 473-9136
We are a full service financial services firm located in Philadelphia, PA. We provide tax preparation & planning, IRS audit assistance, accounting services and financial literacy programming to a wide range of clients, including both small businesses and individuals, throughout the greater Philadelphia area. We have developed a reputation for providing viable solutions through our commitment to quality and have positioned ourselves in the industry as a provider of meaningful financial services which improve the financial health and knowledge of our clients.
We specialize in online accounting and bookkeeping services using the latest QuickBooks support and bookkeeping analysis tools, a dedicated project management suite and comprehensive database update services. Aside from outsourced accounting/bookkeeping, we also excel at back office services for CPA / accounting firms / bookkeepers. With us by your side, you can optimize your business performance, keep your accounts well maintained and updated at all times and enjoy flexibility and feasibility with a professional touch. Our innovative and tech savvy accounting/bookkeeping solutions are tailor-made to meet your corporate requirements – just get in touch with us and we will chalk down a customized accounts management plan for you!
Rosenfelt, Siegel & Goldberg and The Investment Center provide a full range of financial services to meet your accounting and investment management needs. Since our beginnings in 1974, our team has been serving individuals, multi-generational families, and small business owners in the Philadelphia area on a foundation of outstanding client service, a commitment to the highest ethical standards, and a passion for what we do. As we've grown from our CPA roots to include a full range of advisory services, our primary focus has always remained personally addressing the needs of every client. Our clients have access to fully integrated financial services that deliver a level of value that far outweighs the cost of our services. That success, combined with our commitment to serving every client with one-on-one attention, has helped us become one of the Philadelphia area's most trusted advisors. And while we do offer the entire range of traditional financial services, we don't just work with numbers: our specialty, above all, is working with people
When your facing a tax, accounting, business, life or credit challenge, you have to choose a firm that brings an unmatched depth of real-world experience. We employ only specialists who have amassed skills that come from a multi-faceted and focused work history. In addition, our firm is committed to staying ahead of the technology and regulatory curves that so often blindside businesses. Whatever your business is facing, we guarantee to give a fresh perspective. It’s this insight, coupled with innovative, long-term solutions, that helps you meet and exceed the most aggressive personal or company goals, and expectations.
Certified Public Accoutants (CPAs) and consultants practicing in Bala Cynwyd, Pennsylvania. We have made a conscious effort to focus our expertise in four practice areas: healthcare and other professional services, real estate development, tax, and litigation support. This decision has allowed us to broaden our client base in areas of practice strength. As we developed more opportunities we are able to share experiences and practical knowledge to benefit these practice areas.
Financial Bee LLC provides accounting and tax preparation services to both individuals and businesses. We give the same attention to all clients, no matter how large or small. The accounting, tax preparation, and other business consulting services we provide are tailored to the unique needs of each client, ensuring the possible results and maximized returns. Our firm under the direction of an enrolled agent remains on the cutting edge of tax law and financial trends. We are well-informed tax experts and continually adapt to the ever-changing world of tax law and accounting.
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