Business Details
Trusted Accounting, Tax & Auditing Services in Mount Laurel, NJ
At Ruotolo Spewak, we have dedicated ourselves to delivering comprehensive tax, accounting, and auditing solutions tailored to the unique needs of small-to-midsize businesses, individuals, non-profit organizations, and community associations. With over two decades of experience, our team of Certified Public Accountants and specialists prioritizes personalized service, treating each client's business as if it were our own. We combine deep industry expertise with a collaborative approach to provide strategic financial guidance, tax minimization strategies, and robust auditing services.Our commitment to excellence is reflected in our long-standing relationships with clients, many of whom have trusted us for decades. We specialize in QuickBooks training, financial reporting, internal controls, and consulting, ensuring our clients achieve both personal and organizational financial goals. By maintaining a client-centric philosophy, we aim to simplify complex financial challenges and foster long-term success for every client we serve.
Services
Tax Preparation
Auditing Services
QuickBooks Training
Financial Reporting
Non-Profit Consulting
Highlights and features
- We offer over 20 years of specialized accounting experience for diverse clients.
- Our team includes Certified Public Accountants and QuickBooks ProAdvisors.
- We provide personalized service tailored to unique client financial needs.
- We serve 1,000+ individual clients and 90+ non-profit organizations annually.
- Our staff volunteers with industry organizations like Community Associations Institute.
What people say
Highly knowledgeable
Sound guidance
Integral part
Trusted partners
Expertise and concern
Services
Tax Preparation
We offer comprehensive individual and business tax preparation services focused on compliance and tax minimization strategies. Our CPAs ensure accurate filings while identifying opportunities to reduce liabilities. Clients receive personalized advice to optimize financial outcomes.
Auditing Services
Our independent auditing services include reviews, compilations, and full financial statement audits tailored to regulatory requirements. We serve non-profits, businesses, and community associations with transparent reporting and compliance assurance.
QuickBooks Training
Certified QuickBooks ProAdvisors provide system setup, evaluation, and customized training to streamline financial operations. We help businesses maximize software capabilities for efficient bookkeeping and reporting.
Non-Profit Consulting
We offer specialized financial planning, board meeting preparation, and compliance consulting for non-profits managing over $80 million in annual funds. Services include grant reporting and operational efficiency recommendations.
Financial Reporting
Our team delivers accurate financial statement preparation, internal control assessments, and customized reporting solutions. We help businesses maintain transparency and meet regulatory requirements with precise documentation.
People
Greg Spewak
CPA | Partner
With decades of experience, Greg Spewak provides strategic accounting guidance to businesses and individuals. He specializes in tax planning and financial consulting, maintaining a client-focused approach to complex financial challenges.
Dustin Ward
CPA, MBA | Partner
Dustin Ward combines accounting expertise with business strategy, offering tailored solutions for corporate clients. His dual CPA and MBA background supports holistic financial planning and operational improvements for midsize enterprises.
Joseph Greenfield
CPA | Partner
Joseph Greenfield specializes in auditing and compliance for non-profits and community associations. He brings over 20 years of experience ensuring financial transparency and regulatory adherence for organizations managing public funds.
Melissa Hofmann
MAcc | Senior Manager
Melissa Hofmann oversees financial reporting and consulting services, leveraging her Master of Accounting degree to deliver precise solutions. She works closely with clients to improve financial processes and reporting accuracy.
Daniel J. Ruotolo
CPA, MS | Partner
The late Daniel J. Ruotolo founded the firm's community association practice, establishing expertise in specialized accounting needs. His legacy continues through our team's commitment to excellence in association financial management.
Questions
What services does Ruotolo Spewak & Co. offer?
We provide tax preparation, auditing, financial reporting, QuickBooks training, and consulting for businesses, individuals, and non-profits.
Who are your typical clients?
We specialize in serving small-to-midsize businesses, individuals, non-profits, and community associations with tailored financial solutions.
How experienced is your team?
Our team includes five CPAs, QuickBooks ProAdvisors, and specialists with decades of combined experience in accounting and finance.
Do you work with non-profit organizations?
Yes, we serve over 90 non-profits annually, offering auditing, financial reporting, and board consulting services.
What sets you apart from other accounting firms?
We combine personalized service with industry-specific expertise, treating every client's goals as our own priority.
