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November General Ledger


Thanksgiving Holiday

Our office will be closed on Thursday and Friday, November 25th and 26th, in observance of Thanksgiving. We would like to thank all of our clients and friends for your continued confidence in our firm and to wish you and your families a happy and safe holiday.

Year-End Helpful Hints

It’s that time of the year when we all start thinking about Thanksgiving and the year-end holidays. These are very important events that require shopping, house cleaning, decorating and most importantly, planning. Did you know that we can help with your financial planning? That’s right, all of our accountants are very capable planners, especially when it comes to tax planning and year-end assistance with accounting issues. It would be a great planning strategy to do the following at your earliest convenience:

• Call your accountant at (215) 368-5755 to schedule a tax planning meeting
• Drop off your QuickBooks file to reconcile your current year activity
• Talk to us about bookkeeping services that we offer
• Consult with us if you are planning a major equipment purchase or thinking about implementing a retirement plan for your business

These are just some ideas that we offer. Remember, we want to be more than just your tax preparer, we want to be your trusted business advisor!
Give us a call today at (215) 368-5755 before you realize that it’s 2022 and too late to help you save your hard-earned money.

New Employees

We are happy to announce that Lauren M. Whiteside and Stephen Rosmini have recently joined the firm as Staff Accountants and will be working in the tax and auditing departments.

Lauren is a graduate of Purdue University Global where she earned her Bachelor of Science degree in Accounting-Auditing/Forensic Accounting. A resident of Palm, she enjoys fishing, writing, and photography in her spare time.

Stephen graduated from West Chester University earning a Bachelor of Science degree in Accounting. He has passed the Certified Public Accounting examination and is working to fulfill the employment requirements to obtain his certification. Stephen enjoys hiking, biking, music, and playing board games. He lives in Northeast Philadelphia with his family.