Accounting Services


Whether your company is a start-up or one that’s been around for decades, small and large businesses alike often feel the pressures associated with keeping their own books. We offer a full range of accounting services—from tax services to audit and assurance services, financial services to payroll services, and so much more—in order to help you meet your obligations and achieve your goals.

Our Accounting Services Include:

Bookkeeping is the activity of keeping records of the financial affairs of a business. By enlisting external assistance, you can more easily have all of your transactions and post debits (expenses) and credits (income) recorded. Our bookkeeping services will make sure the accuracy of your accounts and make sure your financial statements are kept up-to-date.
Starting a new business can be a challenge, so turn to SD Associates to consult with you on the best way to jumpstart your new venture. We are here to help make setting up your business both convenient and affordable. SD Associates wants to see your company grow and thrive, and that begins with the initial consultation!
For many small business owners, keeping track of their finances can be challenging and cumbersome, but it’s imperative when trying to run a successful business. There are four basic reports of financial statements: your income statement, balance sheet, statement of cash flows and statement of retained earnings. Your financial statements will help you determine your business/entity’s financial position at a specific point in time and over a period of time.
Merging, acquiring or selling businesses can be an extremely stressful process. At SD Associates, we strive to make sure that it doesn't have to be so overwhelming. Our goal is to make sure the operation goes as smoothly as possible—leave the stress to us.
Business strategic planning can help your business achieve goals faster, as well as lay them out. However, we know that running a business is no small task, and there are many other things to keep in mind. There are many varieties of business strategic planning, all depending on the nature of your business. At SD Associates, we will help you lay out your perfect strategy, catered specifically to your business!
When it comes to consulting a bank regarding financing or a loan, it is important to be prepared. At SD Associates, we will help prepare you for your approach for financing. The bank wants to see that you have a strategy and plan that will eventually be able to pay them back. We can assist you with your bank financing and loan restructuring needs by providing a plan of action, as well as the information you need to present to the bank, so you can secure your loan.
Our company can help you decide whether or not leasing is a better option than buying. We will use a cash-flow analysis to assist you in making the best decision for you!
The professionals at SD Associates are here to help you source, analyze, perform due diligence on, and assist on the purchase of new equity investments. Whether you are leasing, buying, or selling, you can count on our real estate financing services.
With over 4.3 million businesses using it, Quickbooks is a fantastic accounting software that assists small and medium-sized businesses. You can stress less about due dates, and record and create payments. SD Associates is specialized in helping to install the software, as well as train you how to use it and provide support you whenever you have any questions.
Payroll refers to the employees you pay, their information, and the amount they get paid during each pay period. Payroll may also refer to the process of calculating and distributing the wages and taxes. Your company’s payroll is often the biggest expense, and the process can be complicated. With the help of SD Associates, you can focus on the day-to-day functions of your company while we handle your payroll services.
Most business owners dread when the time comes for tax preparation and planning. With the assistance of SD Associates, there’s no need to! Our goal is to make tax season as stress-free as possible. We can help you manage tax liabilities, reduce tax obligations, maximize deductions and answer any questions you may have.

The SD Associates team provides its accounting services to the following PA areas: 

  • Montgomery County, PA
  • Chester County, PA
  • Delaware County, PA
  • Lehigh County, PA
  • Bucks County, PA
  • Philadelphia County, PA

Whether you are in need of bookkeeping, tax preparation, or real estate financing, the accounting services at SD Associates are here to help. Contact us today to schedule an appointment with one of our experts!