Business Details
50+ Years
experience
Trusted Accounting and Business Advisory Services in Philadelphia & NJ
Haefele, Flanagan has been a trusted provider of accounting, auditing, tax, and advisory services for over 50 years. Founded in 1967 by Robert T. Haefele, our firm has evolved from a small local practice into a robust organization serving diverse industries. We prioritize proactive communication, offering year-round support to anticipate client needs and resolve challenges efficiently. Our team of certified professionals maintains affiliations with leading networks like CPAmerica and Crowe Global, ensuring access to national and international expertise. With offices in Maple Shade, New Jersey, and Philadelphia, Pennsylvania, we combine personalized attention with the resources of a global network. Our commitment to ongoing education ensures we stay ahead of evolving accounting standards and tax regulations.We specialize in tailored solutions for business advisory, valuations, exit planning, and IT innovation, helping clients achieve long-term success. Our membership in professional bodies such as AICPA, PICPA, and NJCPA underscores our dedication to excellence. By treating each clients business as our own, we deliver high-quality service without compromising integrity. Through strategic partnerships and a multidisciplinary approach, we empower clients to navigate financial complexities with confidence. Our mission remains to provide exceptional value by aligning our expertise with the unique goals of every organization we serve.
Services
Accounting Services
Tax Planning
Business Advisory
Business Valuations
Exit Planning
Cost Segregation
Employee Benefit Plans
IT Automation
Litigation Support
Financial Planning
Details
- Year established: 1967
Highlights and features
- We offer 50+ years of experience in accounting and advisory services.
- Our team provides hands-on, personalized service tailored to each client's industry.
- We maintain affiliations with CPAmerica and Crowe Global for expanded resources.
- Our professionals participate in ongoing training to stay ahead of accounting changes.
- We engage in year-round communication to anticipate client needs and resolve issues.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- New Jersey Society of Certified Public Accountants (NJCPA)
Services
Accounting Services
Our accounting services include audits, reviews, compilations, and financial statement preparation. We ensure compliance with industry regulations while providing actionable insights to improve financial decision-making. Clients benefit from tailored solutions designed to optimize cash flow, expense tracking, and reporting accuracy.
Tax Planning
We offer strategic tax planning to minimize liabilities and maximize savings across individual and business returns. Our experts stay current on evolving tax laws to ensure compliance and identify opportunities for deductions, credits, and deferrals.
Business Advisory
Our advisory services focus on growth strategies, risk management, and operational efficiency. We help businesses develop plans for succession, mergers, financing, and process improvements, aligning financial goals with long-term objectives.
Business Valuations
Certified professionals determine accurate business valuations for litigation, estate planning, or sales. We utilize methodologies like ASC 350/360 and IRC 409A to ensure precise, defensible assessments for diverse industries.
IT Automation
Our IT innovation packages automate workflows, enhance reporting, and integrate systems using tools like Power BI and QuickBooks. Services range from basic automation to enterprise-level solutions, improving efficiency and data-driven decision-making.
People
Dave Bookbinder
Executive Director, Valuation Services
Dave specializes in business valuations with certifications including ASA, CEIV, and MBA. He delivers accurate, defensible valuations for litigation, mergers, and tax planning, leveraging deep industry expertise.
David J. Gill Jr.
Partner | MST, CPA/PFS, CFP
David focuses on tax and financial planning, combining CPA, CFP, and PFS credentials to guide clients through estate planning, retirement strategies, and compliance.
Josh Smith
Director of Innovation
Josh leads IT automation initiatives, implementing technology solutions to streamline operations. His expertise in Power BI, QuickBooks, and cybersecurity enhances clients' financial efficiency and security.
James A. Rogers Jr.
Past Managing Partner
James provides litigation support and forensic accounting services, offering expert witness testimony and analysis for business disputes, fraud investigations, and regulatory compliance.
Megan Bickings
Client Accounting Services Manager
Megan oversees client accounting services, managing bookkeeping, QuickBooks support, and financial reporting. Her team ensures accurate, timely solutions for small to mid-sized businesses.
Questions
What services does Haefele Flanagan offer?
We provide accounting, audit, tax, business advisory, valuations, exit planning, and IT automation services. Our solutions are tailored to small, mid-sized, and nonprofit organizations.
How can Haefele Flanagan help with business transitions?
Our exit planning services guide businesses through transitions, including succession planning, mergers, and sales, ensuring strategic continuity and financial optimization.
Do you work with specific industries?
Yes, we serve diverse sectors, including construction, healthcare, real estate, technology, and nonprofit organizations, offering industry-specific expertise.
What sets Haefele Flanagan apart from other firms?
We combine personalized service with global resources through affiliations like CPAmerica and Crowe Global, ensuring tailored solutions backed by extensive expertise.
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