Mana Accounting & Advisory
4.5
Serves Bethlehem, PA
6 years in business
*We are an ALL VIRTUAL CPA firm. We ask that you please only contact us if you are looking for virtual, outsourced accounting services.*
As a Certified Public Accountant and founder of Mana Accounting & Advisory, I am dedicated to the mission of empowering businesses through financial data. Our foremost goal is to foster the growth and success of businesses through tailored financial solutions.
At Mana Accounting & Advisory, we cater to a diverse clientele all across the United States, including law firms, startups, content creators, and small businesses, addressing their accounting, bookkeeping, and advisory needs. We are specialists certified in Zoho Books, and work daily in Zoho Books, Zoho Expense, Zoho Analytics, and Zoho Inventory. We are also Quickbooks Certified ProAdvisors.
SERVICES:
-“Catch-up” accounting assistance - get your books your up-to-date and tax-ready
-Bookkeeping and Accounting, offered as an ongoing monthly service
-Setup and configuration of Zoho Books or QuickBooks, and Chart of Account structuring
-Controller and Advisory Services, including cash flow forecasting, budgeting, and KPI tracking
-Process building and process improvement tailored to individual business needs
-Payroll setup and processing
-Tax preparation and strategic tax planning assistance for monthly accounting and bookkeeping clients
ABOUT US:
Here at Mana, we serve as the comprehensive accounting, bookkeeping, and tax department for small businesses. Our integrated services offer a cost-effective solution for those seeking to outsource their financial management, providing the advantages of an in-house accounting team at a fraction of the cost. As certified experts in both Zoho Books and QuickBooks, we bring specialized knowledge to further enhance our service offerings, ensuring that your financial management is efficient and effective.
We understand that hiring an accountant can be a significant expense for small business owners aiming to grow. Our outsourced accounting / fractional CFO model offers an ideal solution, delivering all the benefits of a dedicated accounting department more affordably.
Our holistic approach to managing your bookkeeping, accounting, and tax obligations allows us to gain a deep understanding of your business and objectives. This insight enables us to assist with tax planning and implement cost-saving strategies to foster your company's growth. In addition, we are a tech-froward firm, and believe technological integration and automation should be a core part of the accounting framework.
At Mana Accounting & Advisory, our commitment transcends mere financial management; we aspire to catalyze business ascent by providing accurate financial insights and growth-oriented advisory, empowering decision-makers to navigate with confidence and clarity.
If you seek to discover the potential of finance to propel your business to new heights, we invite you to get in touch today!
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Integritas Bookkeeping
4.5
Serves Bethlehem, PA
2 years in business
I am a remote bookkeeper, utilizing QuickBooks Online to provide monthly bookkeeping including categorization of expenses, reconciliations, monthly reports and add on services including payroll management, bill pay and invoicing.
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Upper Bucks Tax Advisory
4.5
Serves Bethlehem, PA
1 year in business
If you are tired of paying a face-less company to file your tax return, and would like a more individualized approach, contact me. I am a big proponent of exploiting the tax code to the advantage of small business and self-employed individuals to furthest extent legally allowed.
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Financial Partners, LLC.
4.5
Serves Bethlehem, PA
2 years in business
Financial Partners LLC -
“Your Trusted Partner to help you plan your financial future”
Advisory:
As a financial advisor, I offer a comprehensive range of services designed to help you pursue your financial goals. My expertise includes personalized financial planning, investment management, retirement planning, tax optimization, and estate planning. By understanding your unique needs and objectives, I provide tailored strategies to help you pursue your financial future. Let’s work together to build a solid financial foundation and help you pursue your dreams.
Business Taxes:
As a Certified Public Accountant (CPA), I offer expert business tax preparation services to ensure your company remains compliant with all tax regulations while maximizing your tax savings. My services include thorough analysis of your financial records, identification of eligible deductions and credits, and accurate preparation of your tax returns. By staying current with the latest tax laws and leveraging my extensive knowledge, I help you minimize your tax liability and optimize your financial performance. Let me handle the complexities of business tax preparation so you can focus on growing your business with confidence.
Individual Income Taxes:
As a Certified Public Accountant (CPA), I specialize in providing comprehensive income tax planning and preparation services for individuals. My goal is to help you navigate the complexities of the tax system, ensuring compliance while maximizing your tax savings. By staying up to date with the latest tax laws and regulations, I offer personalized strategies to minimize your tax liability and optimize your financial situation. Let me take the stress out of tax season and help you pursue your financial goals with confidence.
Wealth Management:
At Financial Partners, LLC, our wealth management services are designed to help you pursue your financial goals with confidence and ease. Our team of experienced financial advisors provides personalized strategies tailored to your unique needs and objectives. From comprehensive financial planning and investment management to retirement planning and estate services, we offer a full suite of solutions to guide you on your financial journey. Let us be your trusted partner in navigating the complexities of wealth management to allow you to make informed financial decisions.
Insurance:
As a licensed insurance representative, I specialize in providing comprehensive coverage solutions tailored to your unique needs. My services include accident and health insurance, life insurance, fixed annuities, variable life insurance, and variable annuities. I am dedicated to helping you protect your financial future by offering personalized advice and strategies. Whether you’re looking to secure your family’s well-being, plan for retirement, or manage your investments, I am here to guide you every step of the way. Let’s work together to ensure you have the right coverage and financial plans in place for a secure and prosperous future.
Investors should consider the investment objectives, risks and charges and expenses of the variable annuity carefully before investing. The prospectus contains this and other information about the variable annuity.
Accounting:
As a Certified Public Accountant (CPA), I provide personalized accounting and planning services to help you manage your finances effectively. My services include detailed bookkeeping, financial statement preparation, tax planning and preparation, and comprehensive financial analysis. Additionally, I offer strategic financial planning to help you set and pursue your personal financial goals, optimize your cash flow, and make informed decisions. By leveraging my expertise, you can ensure accurate financial records, compliance with tax regulations, allowing you to pursue your financial future. Let’s work together to build a solid foundation for your financial success.
Schedule a free no-obligation consultation with an advisor today.
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Q&A
1. What services do CPA firms provide?
CPA firms offer tax preparation, auditing, financial consulting, and bookkeeping services.
2. How do CPA firms help with tax planning?
They analyze finances to minimize tax liabilities and ensure compliance with regulations.
3. Can CPA firms assist small businesses?
Yes, many specialize in supporting businesses with accounting and financial strategy.
4. Are CPA services expensive?
Costs vary based on services, complexity, and firm size; many offer tailored packages.
5. How do I choose the right CPA firm?
Consider credentials, experience in your industry, and client reviews.
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