Business Details
Trusted Accounting & Consulting Services in Carnegie, PA
Myers, Patsy & Associates is a dedicated accounting, auditing, and consulting firm committed to helping small and medium-sized businesses achieve financial success. With over 50 years of combined experience in public and private industries, our team brings practical expertise to address day-to-day management challenges, from payroll and tax planning to business growth strategies. We act as strategic partners, providing timely financial insights, management tools, and actionable roadmaps tailored to each client's unique needs.Our philosophy emphasizes simplicity, practicality, and control, ensuring clients maintain financial clarity to make informed decisions. Recognized for our expertise in accounting software implementation, business valuations, and audit services, we serve as trusted advisors who understand both the challenges and opportunities businesses face. Our success is measured by the long-term growth and satisfaction of our clients, reflected in testimonials highlighting our exceptional service and problem-solving capabilities.
Services
Accounting Services
Auditing Services
Tax Planning
Business Valuation
QuickBooks Consulting
Highlights and features
- We offer over 50 years of combined experience in public and private accounting industries.
- Our team provides personalized, hands-on service tailored to small and medium businesses.
- We deliver practical solutions for complex financial challenges, including audits and tax planning.
- Certified QuickBooks ProAdvisors with expertise in accounting software implementation.
- Our consultants have firsthand business ownership experience to guide strategic decisions.
Associations and certifications
- American Institute of Certified Public Accountants
- Pennsylvania Institute of Certified Public Accountants
What people say
Exceptional service
Practical financial advice
Timely management tools
Expert QuickBooks support
Strategic business insights
Services
Accounting Services
We provide comprehensive accounting services including general ledger preparation, bookkeeping, payroll processing, and financial statement creation. Our team ensures accurate, timely financial records to improve business efficiency. Clients benefit from customized solutions that streamline financial operations while maintaining compliance with regulatory standards.
Business Valuation
Our certified valuation experts deliver accurate business appraisals using AICPA and NACVA standards. We analyze financial data, market conditions, and operational factors to determine fair business value. This service helps clients with sales, mergers, estate planning, and insurance claims through practical, data-driven assessments.
Tax Services
We offer proactive tax planning and preparation for individuals and businesses, focusing on minimizing liabilities through strategic compliance. Our services cover entity selection, estate planning, and audit representation. Clients receive year-round tax guidance tailored to their specific financial circumstances and business structures.
Auditing Services
Our AICPA Peer Review-certified team conducts thorough financial audits and reviews for businesses requiring lender compliance. We focus on risk assessment and process improvements while maintaining professional standards. Clients gain valuable operational insights and strengthened internal controls through our detailed audit approach.
QuickBooks Consulting
As certified QuickBooks ProAdvisors, we offer software implementation, system setup, and training solutions. Our experts optimize accounting processes using cloud-based technology for real-time financial management. Clients receive specialized support to maximize QuickBooks functionality for their specific business needs.
People
Joe Myers
Managing Partner
Certified Public Accountant with 30+ years of experience in public accounting and business ownership. Former senior audit manager at Big 4 firm, specializing in audits, business valuations, and QuickBooks implementation.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, payroll processing, and accounting system setup tailored to small business needs.
How can a business valuation benefit my company?
A professional valuation helps determine accurate business worth for sales, mergers, estate planning, or insurance purposes using industry-standard methodologies.
Do you offer tax planning services for individuals?
Yes, we provide comprehensive tax planning and preparation for individuals, including estate and retirement tax strategies.
What QuickBooks support options are available?
We offer software implementation, system optimization, and training solutions for QuickBooks users at all experience levels.
What differentiates your audit services from other firms?
Our AICPA-certified team combines Big 4 experience with practical business insights to deliver cost-effective audits focused on operational improvements.
