Professional services

A large segment of our client base is comprised of various service-related companies. We have experience working with contractors, financial advisors, bankers, attorneys, telecommunications consultants, amongst many other professional services. Too often accountants serve as year-end advisors, offering a tax return, a financial statement, and little more by way of analysis or advice. While we certainly perform regular tax work for our service clients, we don’t stop there. We offer proactive consultation on how to grow a business, and how to effectively manage such growth.

What Sets Cerini & Associates Apart:

One of the areas that we have been able to generate significant returns for our clients is the area of billing. Many service firms employ primitive billing systems for their work, and even more primitive means for collecting on those invoices. We assist our clients in constructing a tailored billing solution that ensures that services are being properly tracked, accumulated, and billed on a timely basis. We then assist our clients in developing and/or enhancing their current collections process by installing a concrete collection policy and by utilizing third-party collections agencies to attack problematic accounts.

On the input side, businesses need to ensure that they are properly billing for their services. We help our clients develop sophisticated time-tracking systems that code and assign a rate to every second of work performed during employees’ days. This provides a simple and effective approach when it comes time to send out your monthly bills. We have found that the implementation of such systems provides additional benefits to businesses. They provide a means to gauge employee performance by viewing the amount of billable time that you actually can collect on for them, and for identifying those that are spending their time on non-business-related subjects. We have saved our clients thousands of dollars by giving them a unique understanding of their billing systems.

This is just one example of how Cerini & Associates goes the extra mile for its clients. The service industry is vast and multifaceted. We want to understand your business, because once we do, our decades of experience in serving business owners can benefit you.

If you would like more information on how we have helped our service clients, or how we may do the same for you, please don’t hesitate to contact us today.

MEET THE TEAM

Ed Mcwilliams

Edward McWilliams, CPA
Partner

Kim Roffi

Kimberly Roffi, CPA
Partner

Carissa Scanlon

Carissa Scanlon, CPA
Partner

RECENT NEWS

Delays of Pandemic Relief for Businesses Continue

Delays of Pandemic Relief for Businesses Continue

Due to delays at the Internal Revenue Service, businesses and organizations are still waiting for the pandemic relief that was promised during the COVID-19 outbreak. Many of them need this money to keep their doors open and employees paid. According to a report issued late last month (link here), the IRS is behind in processing claims for Sick and Family leave Credits and Employee Retention Tax Credit (“ERTC”) for as much as 12 months, while other claims for such things as Social Security Tax Deferral have been delayed for some 16 months.

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TESTIMONIALS

As a UK headquartered FinTech SME we find Cerini’s US tax advice and other ad hoc work invaluable. The team is very responsive, and we can rely on them to ensure work is completed within the necessary deadlines. We have been working with Cerini for more than 6 years now and they supported us through various stages of company growth. I would highly recommend their services, particularly for SMEs that don’t necessarily have all the in-house expertise.
Tanya Potiyenko, CPA, CA
As we have grown our technology company from a start-up idea into a thriving business, Cerini has been an indispensable partner for us, providing spot on accounting, impeccable advice and top-notch professionalism. I have peace of mind that my accounting needs are being addressed by the Cerini team.
Drew Stern, Founder & Co-CEO

I am pleased to be represented by the team at Cerini & Associates, LLP. I have dealt with several members of their team but mostly spend my time with Ed McWilliams, CPA, one of the senior tax managers. Ed really runs “point” on our account and further I feel he is not only extremely knowledgeable, but diligent and responsive to our needs. From the most trivial letter we receive from the state about this-or-that to the larger picture of our overall cash-flow and planning, I know that Ed and the entire team understands our goals and has our back.

Without hesitation, I confidently recommend Cerini as an accountant and strategic partner. If the time comes for you to consider another accountant, I would strongly suggest that Cerini should be on your “short-list” of firms to interview. Continued success and wealth!

Mark A. Gajowski II, CFP, Founder
Cerini & Associates have been our accountants since 2009. Their partners, tax department, and auditors, have all played a part in preparing and examining our financial records and tax returns. They have provided a high level of professionalism and accuracy to understanding the uniqueness of our company and showing appreciation for us as clients. I really enjoy working with Carissa Scanlon in the Tax department. She has always been responsive and directly involved in meeting the needs, success, and growth of our company. We have a relationship built on trust and she goes above and beyond to provide invaluable insight, guidance, and advice. Thank you for being our accountants and especially for being part of the “YES” family!
Jo-Anne Johnson, Senior Accountant
I have been with Cerini and Associates for over twenty five years. When we first met, my company was in the middle of a very difficult tax audit. Not only did they stand by me while I was getting back on my feet, but helped grow my company both organically and exponentially at the same time. While forming several separate components, Cerini and Associates also helped me prepare my company for successful sale to a nationally known company currently doing sales of $250M. A very good friend of mine was in the throes of a very difficult audit over a year ago and Cerini and Associates ran to help with a single phone call, never putting fees before client. Kim Roffi has been my financial advisor, handling all of my accounting needs, fielding all of my questions with the upmost professionalism. Her team is always in the loop and there is never a dropped ball. What better recommendation than the fact that both of my daughter’s who are extremely successful would not think of switching accounting firms. Cerini and Associates has been with them for the past fifteen years. I don’t know how Kim keeps track of them while they move all over the country, each state having their own tax rules and regulations. They’re the best!!
Peter Schneir
We have had a relationship with Cerini & Associates for many years. They are very knowledgeable and we can trust them to advise us with all of our professional and personal accounting needs. The staff are very professional and always available to help when needed.
I have worked with Cerini and Associates for the past few years and would provide a strong recommendation to any business interested in seeking a true strategic partner. We utilize a variety of services from their firm, and I have always been impressed with their high degree of professionalism, the quality of their work, and their overall business understanding. Ken and his firm constantly put their clients first and will go the extra mile to get the job done.
We have been very pleased with all the help, advice and support received from Cerini & Associates. They are the perfect find for all of our accounting needs. I have a sense of security knowing there’s always quality advice on hand as my business grows.
Edward O’Hara, Owner and Sr. Partner
Oversight of accounting practices for educational institutions in New York is one of the most difficult fields an accountant can get into. We have been working with Cerini & Associates for many years and are sure that without their knowledge, suggestions, and critiques of our operations, we would not be able to manage our programs as effectively as we are today. We have a great working relationship with this firm and know that they are always there to ensure that we receive whatever information we need as expeditiously as possible, and most important, we know they will ensure that our company always remains in compliance with the most up-to-date accounting principles and regulations.
Brian Koffler, Data & Security & Compliance
Cerini and Associates has been a valuable addition to our firm, not only as our accounting firm, but also as a valued member of our strategy and advisory team. If you are looking for a firm that truly cares about its clients, I would highly recommend Cerini and Associates.
Ronald W. Rogé, MS, CFP®, Chairman and CEO
Cerini & Associates, LLP has consistently done a professional job since we’ve started working with them. Their staff has been very competent and a pleasure to work with. I have tremendous confidence in the firm and its expertise with my business and accounting needs.
Ronald W. Rogé, MS, CFP®, Chairman and CEO