CPA Firms in Pottstown, PA

Beyond CPA advisors is staffed with a team that has over 15 years experience in accounting and back office functions for small to medium size companies. We also prepare tax returns and manage business correspondences, including business registrations with various state and government entities. We're passionate about quality and pay attention to detail. We will not accept work which we do not have expertise for, as we want to give our clients the best service for their money and time.

At Scale CPA, we provide tax planning, tax compliance, bookkeeping, and CFO services to small businesses. We pride ourselves on providing a service level that most traditional accounting firms simply do not. This includes providing a detailed, formal tax plan with over twenty strategies to slash your effective tax rate, and ongoing industry-specific KPI analysis and benchmarking for your business. Most accountants just focus on checking boxes and putting numbers on forms. They are only compliance focused. At Scale CPA, our goal is to move beyond the compliance, and to ensure we are your strategic partner – providing key tax strategies to reduce your taxes, and offering detailed financial analysis to help you make better decisions for your business. For any prospective clients that may be a good fit for our services, we are happy to offer a complimentary “gap analysis” prior to officially beginning an engagement. In this gap analysis, you can receive a tangible preview of what working with Scale CPA is like. We will review your historical financials and tax filings, and outline any gaps in the process and specific areas for tax savings. Often, in this exercise, we are able to identify significant tax saving opportunities or risk mitigation strategies.

Rood Financial is dedicated to saving you time and maximizing your profitability. Our attention to detail, consultative approach, and experience with tax matter has saved our clients thousands every year. How can we give you peace of mind today?

Providing customized bookkeeping for small businesses while saving you time & money. Your success is our goal!