Business Details
Your Trusted Accounting Partner in Raleigh, NC
At Lipkin CPA, we specialize in providing comprehensive accounting, tax, and advisory services tailored to small businesses, investors, and families. With over 30 years of experience in accounting and consulting, our team prioritizes understanding your unique goals and challenges to deliver actionable financial strategies. Our services include outsourced bookkeeping, payroll setup, tax preparation, and strategic financial planning, all designed to streamline your operations and enhance profitability. We emphasize accurate financial reporting, proactive tax planning, and system optimization to ensure compliance and long-term growth.Our collaborative approach combines technical expertise with personalized guidance, empowering clients to make informed decisions and achieve financial clarity. By maintaining year-round support and leveraging automation, we help businesses avoid year-end surprises and focus on their core operations. Our commitment to excellence, confidentiality, and innovative thinking has established us as a trusted partner for clients in the North Carolina Triangle Area and beyond.
Services
Outsourced Bookkeeping
Payroll Services
Tax Preparation
Controller Services
QuickBooks Support
Highlights and features
- We offer 30+ years of experience in accounting and consulting for small businesses.
- Our team provides personalized financial strategies tailored to your business needs.
- We ensure accurate, compliant financial reporting with regular updates and analysis.
- Our proactive tax planning minimizes liabilities and avoids year-end surprises.
- We implement automated systems to streamline accounting processes and reduce errors.
Associations and certifications
- CPA
- QuickBooks ProAdvisor Elite
What people say
Knowledgeable, reliable
Expertise, patience
Personalized, expert service
Services
Outsourced Bookkeeping
Our outsourced bookkeeping service provides accurate transaction categorization, bank reconciliations, and monthly financial reporting. We ensure real-time financial visibility, enabling businesses to track cash flow, manage accounts payable/receivable, and maintain tax-ready records. By outsourcing, clients reduce administrative burdens and gain strategic insights for informed decision-making.
Payroll Services
We handle payroll setup, tax compliance, and employee classification to ensure accurate payments and regulatory adherence. Our service includes software integration, wage type configuration, and state-specific compliance guidance. Clients benefit from error-free payroll processing, reduced penalties, and scalable solutions for growing teams.
Tax Preparation
Our tax preparation service covers business, individual, and nonprofit returns with a focus on compliance and optimization. We provide year-round planning, depreciation analysis, and audit-ready documentation. Clients receive detailed feedback to understand liabilities and maximize deductions across federal, state, and local jurisdictions.
Controller Services
We offer strategic budgeting, forecasting, and process automation to enhance financial operations. Our controller services include system optimization, team training, and performance analysis. Clients gain scalable infrastructure, reduced errors, and data-driven insights to align financial practices with growth objectives.
QuickBooks Support
As QuickBooks ProAdvisor Elite experts, we assist with software setup, workflow automation, and troubleshooting. Our support ensures accurate data management, streamlined reporting, and efficient tax preparation. Clients leverage advanced features to improve financial visibility and operational efficiency.
People
Erika Lipkin
Founder & CPA
Erika Lipkin, a licensed CPA with 30+ years of experience, specializes in accounting and financial strategy. She holds a Master's in Accounting from Baruch College and has worked with firms like Ernst & Young. Erika focuses on system automation, tax optimization, and client education to drive business growth.
Ashley Lockett
Accountant
Ashley Lockett, with a BS in Accounting from the University of Alabama, brings 10 years of corporate and government accounting experience. She specializes in small business financials, offering expertise in reporting, compliance, and decision-making support to enhance client profitability.
Questions
What accounting services do you offer for small businesses?
We provide outsourced bookkeeping, payroll setup, tax preparation, controller services, and QuickBooks support tailored to small business needs.
How can you help with tax planning and compliance?
Our year-round tax planning minimizes liabilities, ensures compliance, and prepares audit-ready returns for businesses, nonprofits, and individuals.
Are you experienced with QuickBooks software?
Yes, we are QuickBooks ProAdvisor Elite experts, offering setup, optimization, and troubleshooting services to streamline your accounting processes.
What areas do you serve?
We primarily serve the North Carolina Triangle Area, including Raleigh, Durham, Chapel Hill, and Cary.
How do you support business growth through financial strategy?
We provide budgeting, forecasting, system automation, and data analysis to align financial practices with scalable growth objectives.
