Business Details
50+ Years
experience
Trusted Accounting and Advisory Services in Philadelphia & South Jersey
Haefele, Flanagan is a full-service accounting, advisory, and tax firm with over 50 years of experience serving businesses in Philadelphia and South Jersey. Founded in 1967 by Robert T. Haefele, the firm has grown into a respected practice known for its hands-on approach, combining personalized attention with access to national and international resources through affiliations like CPAmerica and Crowe Global. Our team of CPAs, certified financial planners, and industry experts delivers tailored solutions in business advisory, tax planning, accounting and assurance, and business valuations.We prioritize ongoing client communication to anticipate challenges, ensure compliance, and drive growth while maintaining rigorous quality standards recognized through peer reviews. Our mission is to empower clients with financial strategies that align with their goals, supported by a team committed to continuous education and ethical excellence.
Services
Business Advisory
Business Exit Planning
Accounting and Assurance
Tax Planning
Business Valuations
Client Accounting Services
Cost Segregation
Employee Benefit Plans
IT Innovation
Litigation Support
Details
- Year established: 1967
Highlights and features
- We offer over 50 years of experience in accounting and financial advisory services.
- Our team provides responsive, hands-on support tailored to client needs.
- We leverage national and international resources through affiliations like CPAmerica and Crowe Global.
- Our professionals hold advanced accreditations, including AICPA, PICPA, and NJCPA memberships.
- We combine local expertise with global standards for comprehensive financial solutions.
Associations and certifications
- American Institute of Certified Public Accountants
- Pennsylvania Institute of Certified Public Accountants
- New Jersey Society of Certified Public Accountants
- CPAmerica
- Crowe Global
Services
Business Advisory
Our business advisory services provide tailored strategies to improve financial performance and operational efficiency. We work closely with clients to address challenges, optimize processes, and identify growth opportunities. With expertise in organizational management and risk assessment, we deliver actionable insights that drive long-term success.
Tax Planning
We offer comprehensive tax planning to ensure compliance while minimizing liabilities for individuals and businesses. Our team stays updated on evolving tax laws to develop strategies that maximize refunds and align with financial goals. Services include federal, state, and local tax compliance, as well as transaction structuring.
Accounting and Assurance
Our accounting and assurance services ensure accurate financial reporting and regulatory compliance. We conduct audits, reviews, and compilations for businesses of all sizes, providing clarity on financial health. Through the American Institute of CPAs Peer Review Program, we maintain high-quality standards recognized industry-wide.
Business Valuations
We deliver precise business valuations for litigation, estate planning, or mergers and acquisitions. Our accredited professionals use rigorous methodologies to assess enterprise value, ensuring results withstand scrutiny. Clients rely on our expertise for buy/sell agreements, goodwill impairment analysis, and intellectual property valuations.
Client Accounting Services
Our three-tier Client Accounting Services offer scalable solutions from basic bookkeeping to comprehensive financial management. Certified QuickBooks ProAdvisors provide on-site or remote support, ensuring accurate record-keeping and cash flow management. Services include payroll tax filings, financial statement preparation, and budget creation.
People
James A. Rogers Jr.
Past Managing Partner
James A. Rogers Jr. served as Past Managing Partner at Haefele, Flanagan, bringing extensive experience in accounting and advisory services to guide the firm's strategic direction.
David J. Gill, Jr.
Partner
David J. Gill, Jr. is a Partner specializing in tax planning and financial advisory, with expertise in minimizing tax liabilities while aligning strategies with client financial goals.
Dave Bookbinder
Executive Director, Valuation Services
Dave Bookbinder leads valuation services with accreditations including Accredited Senior Appraiser and Certified Valuation Analyst, delivering precise business valuations for complex transactions and legal matters.
Megan Bickings
Client Accounting Services Manager
Megan Bickings manages client accounting services, overseeing bookkeeping and financial reporting solutions tailored to small and mid-sized businesses' needs.
Erica L. Peterson
Partner
Erica L. Peterson is a Partner with expertise in accounting and assurance services, ensuring compliance and delivering high-quality audit and financial reporting solutions.
Questions
What services does Haefele Flanagan offer?
We provide accounting, tax planning, business advisory, business valuations, client accounting services, cost segregation, employee benefit plans, IT innovation, and litigation support.
How long has Haefele Flanagan been in business?
Founded in 1967, we have over 50 years of experience serving Philadelphia and South Jersey businesses.
Are Haefele Flanagan's professionals accredited?
Our team holds accreditations from AICPA, PICPA, NJCPA, and specialized certifications like ASA, ABV, and CVA.
What industries do you serve?
We work with diverse industries, including nonprofit organizations, privately held businesses, and publicly traded companies.
How does Haefele Flanagan support business growth?
We combine personalized financial strategies with access to national and international resources through CPAmerica and Crowe Global.
Where is Haefele Flanagan located?
We operate from Maple Shade, New Jersey, and Philadelphia, Pennsylvania, serving clients across both regions.
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