Philadelphia:By Appointment Only
New Jersey:37 Breckenridge Drive,Shamong, NJ 08088
Philadelphia:By Appointment Only
New Jersey:37 Breckenridge Drive,Shamong, NJ 08088

Other Financial Services

What Are Financial Services?

Certain Life Changes in the life of an individual or a small business necessitate Financial Planning. If you are contemplating retirement, have a child that you would like to have a plan for college funding, are contemplating buying your first home or a vacation home – those are times that creating a financial plan to determine affordability are well worth the time and effort. Similarly in a small business, if one generation is thinking of retiring and leaving the business to the next generation or selling the business or if expansion is being contemplated in the form of an acquisition, a financial plan would be advisable. Dougherty Financial Consultants is well qualified to help you or your business through this analysis.

Our bookkeeping services meet your business needs of allowing you access as you need them. We have a secure server to which your books can be downloaded, allowing Dougherty Financial Consultants to process your payroll or to make any needed changes to the bookkeeping. We do this at hours that are convenient to you. Our phones are forwarded in the evening to one of our cell phones, so for the most part, we do answer you when you need us.

Our Financial Services

Dougherty Financial Consultants are your one stop shop for a full range of financial services designed to make your life easier. Our South Jersey and Philadelphia accounting services include the creation and maintenance of financial records as well as financial statement preparation. We also develop strategic operational plans and budgets.

Tax Services
We provide a wide range of tax services from income and payroll tax preparation and planning, to audit representation before tax authorities.
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Small Business Accounting Services
This is an area near and dear to us being a small business ourselves. One of our chief aims is to free our South Jersey and Philadelphia clients up to do what they do best, run and grow their businesses.

To that end we provide a comprehensive range of small business accounting services that include income tax planning and preparation, small business bookkeeping, payroll and bill paying services as well as research and recommendation of vendors to support your business .small business CPA Philadelphia

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