SERVICES

Pelliccione & Associates, CPAs provides a broad range of accounting, tax, and advisory services to meet the needs of our clients, including, but not limited to, the following:

Accounting & Bookkeeping

We provide accurate, timely, and well-organized financial information to support sound decision-making and ensure the smooth operation of your business. We handle the day-to-day financial recordkeeping and reporting tasks so you can focus on managing and growing your organization.

These services typically include:

General ledger maintenance – Recording and organizing all financial transactions to ensure complete and accurate books.
Monthly, quarterly, or annual financial statements – Preparing balance sheets, income statements, cash flow reports, and other key financial documents.
Bank and credit card reconciliations – Ensuring account balances match statements and identifying discrepancies promptly.
Accounts payable and accounts receivable tracking – Managing invoices, payments, and customer billings to maintain healthy cash flow.
Expense and revenue classification – Categorizing transactions in accordance with accounting standards and your business structure.
Fixed asset tracking – Recording new assets, calculating depreciation, and maintaining asset schedules.
Customized management reporting – Providing tailored reports to help monitor performance and support business planning.
Year-end closing assistance – Preparing your books for tax filings and financial analysis.

Whether you need full-service bookkeeping or periodic oversight and review, our firm ensures your financial records are reliable, compliant, and meaningful. We tailor our process to your operations, industry needs, and reporting requirements, giving you confidence that your financial information is in expert hands.

Audit and Assurance

Our Audit & Assurance services are designed to provide stakeholders with confidence in the accuracy, completeness, and reliability of your financial information. Through a thorough and independent evaluation of your financial records, internal controls, and reporting processes, we help enhance transparency, strengthen governance, and support informed decision-making.

We tailor our approach to your organization’s size, industry, and regulatory environment, ensuring that each engagement delivers meaningful insights—not just compliance.

Our services typically include:

Financial statement audits – Conducting an independent examination of financial statements in accordance with professional standards to provide an objective opinion on their fairness and accuracy.
Financial statement reviews – Performing analytical procedures and inquiries to offer limited assurance that no material modifications are needed for statements to conform with accounting principles.
Compilations – Assisting with the preparation of financial statements based on information provided by management, without offering assurance.
Agreed-upon procedures (AUP engagements) – Performing specific procedures requested by management or third parties over financial or operational processes and reporting factual findings.

Through our Audit & Assurance services, we go beyond the numbers to help you enhance financial reporting quality, reinforce internal controls, and build trust with lenders, investors, and other stakeholders. Our team is committed to independence, integrity, and delivering insights that add value to your organization.

Business Consulting

Our Business Consulting services are designed to help entrepreneurs and growing companies navigate the financial, operational, and strategic challenges of running a business. We provide practical, results-driven guidance tailored to the unique needs of small businesses—helping you operate efficiently, make informed decisions, and build a strong foundation for sustainable growth.

Whether you are just starting out or looking to improve established operations, we offer objective insight and hands-on support across key areas of your business.

Our services typically include:

Entity selection and formation guidance – Assisting with choosing the appropriate business structure and establishing a strong financial framework for new businesses.
Cash flow and profitability analysis – Identifying opportunities to strengthen cash flow, control costs, and improve overall financial performance.
Advising clients through capital transactions and exit events by providing strategic planning to ensure confident decisions and smooth transitions.
Technology and system recommendations – Advising on accounting software, business tools, and process automation solutions appropriate for small business needs.
Compliance and regulatory support – Helping ensure your business meets required federal, state, and local filing obligations.
Ongoing advisory services – Offering consistent, accessible support as your business grows and your needs evolve.

Through our Business Consulting services, we partner with you to strengthen operations, increase financial clarity, and position your business for long-term success. Our goal is to simplify complexity and provide the insight and support you need to move forward with confidence.

Fractional CFO

Our Fractional CFO services provide experienced, strategic financial leadership on a part-time or as-needed basis—offering the expertise of a seasoned chief financial officer without the cost of a full-time executive. This service is ideal for growing businesses, startups, or organizations undergoing transitions that require higher-level financial guidance and oversight.

We work closely with owners and management teams to improve financial clarity, strengthen performance, and support strategic decision-making. Whether you need ongoing support or short-term assistance, we tailor our involvement to align with your goals, challenges, and operational structure.

Our services typically include:

Budgeting and forecasting – Creating and monitoring budgets, cash flow projections, and financial forecasts to guide planning and resource allocation.
Cash flow management – Identifying trends, improving liquidity, and implementing processes to maintain healthy cash flow.
Lender and investor relations – Assisting with financial presentations, documentation, and communications to secure financing or attract investment.
Systems and process improvement – Evaluating financial processes and recommending enhancements for accuracy, efficiency, and scalability.
Interim or transitional leadership – Providing temporary CFO-level support during periods of leadership change or organizational growth.

With Fractional CFO services, your organization gains access to executive-level financial expertise when you need it most—helping you navigate challenges, seize opportunities, and build a stronger financial foundation for the future.

Tax Preparation

Our Tax Preparation services are designed to ensure accurate, timely, and compliant filings for individuals and businesses.

We work closely with each client to understand their unique financial situation, ensuring that every return is prepared with care, completeness, and attention to changing tax laws.

Our services typically include:

Individual tax return preparation – Preparing federal, state, and addressing common and complex filing situations, and ensuring full compliance.
Business tax return preparation – Handling all entity types, including S corporations, C corporations, partnerships, LLCs, and nonprofits.
Estate and trust tax return preparation - Ensuring beneficiaries and fiduciaries meet all filing requirements with confidence.
Tax planning incorporated into preparation – Identifying opportunities for deductions, credits, and strategies that can improve current and future tax outcomes.
Estimated tax calculations – Assisting with quarterly estimates to help avoid penalties and manage cash flow effectively.
Multi-state and local tax filings – Managing tax requirements for businesses and individuals operating across multiple jurisdictions.
Year-end review and reconciliation – Ensuring books and records are aligned and ready for accurate tax reporting.
Secure e-filing and documentation support – Filing returns electronically and helping clients compile and organize required documents.

Our team stays current with evolving tax laws and regulations to ensure your filings are accurate and optimized.

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