Below is some basic information about our firm. We hope you find it helpful.
Some of the primary needs and concerns of most new clients are:
• An accounting firm that can give timely management, tax, and accounting advice for their business and personal needs.
• An accounting firm that is quality driven and planning oriented year-round, not just at year-end.
• An accounting firm that is willing to be involved with the business, help in decision making, and provide the principals quality data and reports necessary for effective and efficient financial decisions making.
Our firm is diversified enough to meet the needs of small to medium-sized businesses ranging from professional service to industry.
Effective communication is essential for providing timely and responsive service to our clients. The key to achieving effective communications lies in open interaction with our clients. All clients have a primary contact with the firm. At least one partner in addition to that contact will be familiar and active with your account and will be responsible to review all work before any report is released.
ABOUT THE PARTNERS
JAMES C. PELLINI - FOUNDER 1950 - 2009
JAMES J. PELLINI - Managing partner responsible for management and tax planning. This area includes setting up and reviewing accounting systems, keeping in mind the primary goals of information gathering, financial growth, profitability, safeguarding of assets and maximizing tax benefits. Jim deals with, among others, many professional, service industry, and real estate clients.
DAVID G. GOLD - Partner responsible for accounting services for the firm. He was formerly with a national accounting firm for eight years. Dave provides our firm with a quality review of the financial statements we issue. He also provides clients with accounting, financial reporting, and business planning services.
JOHN F. CORDES - Partner who joined the firm in September 2006. In addition to providing traditional corporate tax and financial accounting services, John practices in the construction, manufacturing, investment services, technology services and wholesale distribution industry sectors. John has a Master in Taxation and has served on the PICPA Peer Review Committee and the United Way of Chester County Board of Directors.
WILLIAM D. BRADY JR - Joined the firm in 2002 and became a partner in 2009. In addition to providing comprehensive tax and accounting services, Bill also provides his clients assistance in areas including multistate taxation, forecasts and projections, planning and budgeting, payroll and HR support, and general business consulting.