Business Details
Your Trusted Partner for Accounting and Financial Services
For over four decades, Weinberg Lieberman has built enduring relationships with clients through personalized financial strategies and technical excellence. Our team combines the depth of a national firm with the accessibility of a local practice, serving businesses of all sizes and complexities. With expertise spanning audits, tax planning, litigation support, and technology solutions, we deliver tailored services that address unique client challenges. Our professionals hold advanced certifications and maintain continuous education to stay ahead of regulatory changes.We prioritize transparency, responsiveness, and integrity in every engagement, fostering long-term trust that has earned us repeat business and referrals. Our commitment to quality is demonstrated through voluntary peer reviews by the AICPA, consistently affirming our adherence to the highest accounting standards. From startups to publicly traded companies, we partner with clients to transform financial goals into measurable outcomes.
Services
Audit & Accounting
Tax Services
Litigation Support
QuickBooks Solutions
Highlights and features
- We offer 40+ years of experience serving businesses across industries
- Our team includes certified public accountants with specialized designations
- We provide personalized service with national firm capabilities
- We utilize advanced technology for accurate, real-time financial insights
- Our professionals serve as court-appointed experts in complex cases
Associations and certifications
- AICPA
Services
Audit & Accounting
Our expert team conducts meticulous audits and accounting services ensuring financial accuracy and compliance. We provide financial statement audits, reviews, and compilations while evaluating internal controls to optimize business operations. Our services help clients maintain regulatory compliance and improve financial decision-making through detailed reporting.
Tax Services
We offer comprehensive tax planning and compliance solutions for individuals and businesses. Our services include federal and state tax return preparation, international tax compliance, estate planning, and sales tax reporting. Our professionals stay current with tax law changes to minimize liabilities and maximize deductions through proactive strategies.
Litigation Support
Our litigation support services include business valuations, forensic accounting, and expert witness testimony. We provide court-ready financial analyses for family law cases, shareholder disputes, and bankruptcy proceedings. Our team has extensive experience serving as court-appointed experts in complex financial litigation matters.
QuickBooks Solutions
We specialize in QuickBooks implementation and optimization for businesses of all sizes. Our certified advisors help customize accounting systems, streamline financial processes, and train staff on software usage. We support multiple QuickBooks versions and platforms to enhance operational efficiency and data integrity for growing businesses.
People
Jeffrey Lieberman
Managing Director
With 35 years of experience, Jeffrey Lieberman leads the firm as a certified public accountant with specialized credentials in business valuation and forensic accounting. He serves as a court-appointed expert in financial litigation and provides strategic guidance for business transactions and estate planning.
David J. Wolliver
Partner
David Wolliver brings extensive expertise in accounting and tax compliance, focusing on delivering strategic financial solutions to middle-market enterprises. He collaborates with clients on complex tax planning and business advisory services while maintaining active involvement in professional accounting organizations.
Questions
What accounting services do you offer for small businesses?
We provide audits, reviews, and compilations tailored to small business needs, including internal control evaluations and cash flow analysis to improve financial operations.
How do you handle complex tax situations for international clients?
Our team specializes in international tax compliance, handling multi-jurisdictional requirements with expertise in federal, state, and local tax regulations across borders.
Can you assist with QuickBooks implementation for growing companies?
Yes, our certified QuickBooks advisors help customize accounting systems, train staff, and optimize software usage for businesses transitioning to or expanding their QuickBooks capabilities.
What litigation support services do you provide?
We offer business valuations, forensic accounting, expert witness testimony, and asset tracing services for family law cases, shareholder disputes, and bankruptcy proceedings.
How do you ensure quality in your accounting services?
We maintain quality through AICPA peer reviews and employ certified professionals with specialized designations who participate in continuous education programs.
