Business Details
24 Years
experience
Expert Accounting & Business Consulting Services
Founded in 2002, Ludwig Business Consultants has established itself as a trusted partner in outsourced finance and accounting services. Our team of certified professionals, including CPAs, CFOs, and controllers, brings decades of combined experience to deliver tailored solutions for growing organizations. We specialize in accounting, business advisory, taxation, and mergers & acquisitions support, prioritizing client needs through a commitment to excellence. As a Philadelphia100 company and member of the Women's Business Enterprise National Council, we uphold rigorous standards of integrity and professionalism.Our president, Phyllis A. Ludwig, combines her CPA credentials and executive MBA to provide strategic insights that drive business transformation. We serve both nonprofit organizations and private enterprises, offering scalable services that adapt to evolving financial challenges. Our approach emphasizes transparency, operational efficiency, and long-term client success, supported by a network of financial experts across all accounting disciplines.
Services
Accounting
Business Advisory
Taxation
Mergers & Acquisitions
Fractional CFO
Payroll Processing
Financial Reporting
Risk Management
Strategic Planning
Audit Preparation
Details
- Year established: 2002
Highlights and features
- We offer 20+ years of outsourced finance expertise with certified CPAs and CFOs
- Our team includes AICPA-certified Client Accounting and Advisory Services specialists
- We provide personalized solutions without the overhead of full-time hires
- Our president holds CPA and MBA credentials with executive-level experience
- We maintain a proven track record with clients since 2002
Associations and certifications
- Philadelphia100
- Women's Business Enterprise National Council
- American Institute of Certified Public Accountants
What people say
Instrumental in identifying efficiencies
Highest standards for timeliness
Valued partner
Doubled our business
Deep expertise
Services
Accounting
Our comprehensive accounting services ensure proper transaction recording, timely book closing, and GAAP-compliant financial statements. We provide audit-ready documentation and maintain accurate general ledgers for mid-market companies. Our expertise covers fixed asset tracking, month-end close processes, and production of financial reports that support informed business decisions.
Business Advisory
We deliver visibility and transparency through business advisory services that optimize operations and improve profitability. Our advisory includes risk management, strategic planning, systems conversions, and process documentation for internal controls. We help organizations implement operational improvements and develop growth strategies aligned with their financial objectives.
Taxation
We handle federal, state, and local tax needs with year-round planning and communication. Our services cover payroll taxes, sales tax compliance, tax entity selection, and resolution of tax problems. We specialize in nonprofit 990 filings, non-resident alien tax returns, and strategic tax planning to minimize liabilities while maintaining full regulatory compliance.
Mergers & Acquisitions
Our M&A services support business transitions through readiness assessment, transaction execution, and post-acquisition integration. We provide quality of earnings analysis, due diligence support, and financial projections for buy/sell scenarios. We assist with capital gains calculations, earnout structures, and systems integration during business transitions.
Fractional CFO
We offer experienced CFO-level support without full-time executive costs. Our fractional CFOs provide strategic financial guidance, cash management, and investor communication for growing organizations. Services include budgeting, financial forecasting, and implementation of financial controls tailored to each client's operational needs.
People
Phyllis A. Ludwig
President
Founder and CPA with executive MBA, 20+ years in outsourced finance. Former global auditor with expertise in strategic financial planning and nonprofit consulting. Leads team of certified professionals.
Jane V. Mease
Senior Analyst
MBA-holding analyst specializing in financial analysis and business strategy. Provides data-driven insights for operational improvements and strategic decision-making across client organizations.
Lanette R. Bigley
Controller
QuickBooks Pro Advisor and controller with expertise in accounting systems implementation. Manages transactional accounting and financial reporting processes for mid-market clients.
Velma L. Martinez
Controller
CPA and MBA-holding controller with experience in financial operations and compliance. Specializes in audit preparation and financial statement analysis for diverse business sectors.
Rebeka Rios
Accountant
Dedicated accountant providing transactional support and tax compliance services. Focuses on accurate financial reporting and client-specific accounting solutions.
Questions
What industries do you specialize in?
We serve nonprofit organizations and private enterprises across various sectors including technology, manufacturing, and professional services.
How does your fractional CFO service work?
Our fractional CFO provides strategic financial leadership on a part-time basis, handling budgeting, forecasting, and financial planning tailored to your business needs.
Do you handle both accounting and tax services?
Yes, we offer comprehensive accounting, tax compliance, and strategic tax planning services for businesses and nonprofits.
What makes your firm different from traditional accounting firms?
We combine outsourced accounting with strategic advisory, providing access to CFO-level expertise without full-time executive costs.
How long have you served Philadelphia businesses?
Since 2002, we've been a Philadelphia100 company providing financial solutions to local organizations.
Can you assist with M&A transactions?
Yes, we support business buy/sell transactions through readiness assessment, due diligence, and post-acquisition integration planning.
