Business Details
22 Years
experience
Trusted Accounting & Consulting Services in Carnegie, PA
Myers, Patsy & Associates is an accounting, auditing, and consulting firm dedicated to helping small and medium-sized businesses achieve financial success. With over 50 years of combined experience in public and private industries, our team brings practical expertise to address day-to-day management challenges, including payroll, tax planning, cash flow management, and business growth strategies. We act as a strategic financial partner, providing timely and accurate financial information, management tools, and actionable insights tailored to clients' unique needs. Our philosophy emphasizes simplicity, practicality, and control, ensuring businesses maintain financial clarity to make informed decisions.Founded in 2004, we combine deep industry knowledge with personalized service, having served as CFOs, auditors, and advisors to diverse industries such as manufacturing, real estate, and nonprofit organizations. Our commitment to quality is reflected in our unqualified peer review reports under the AICPA Peer Review Program, and we specialize in audits, tax planning, business valuations, and QuickBooks consulting. Recognized for our client-centric approach, we prioritize transparency, ethical standards, and long-term relationships, aiming to be a trusted extension of every client's team.
Services
Accounting
Auditing
Tax Services
Business Valuation
Consulting
QuickBooks Training
Financial Planning
Payroll Services
Internal Audits
Tax Representation
Details
- Year established: 2004
Highlights and features
- We offer 50+ years of combined experience in public accounting and industry leadership roles.
- Our team includes CPAs and Certified Valuation Analysts with expertise in audits and tax planning.
- We provide personalized service with a focus on practical, actionable financial solutions.
- Our firm maintains unqualified peer review reports under AICPA standards.
- We act as an extension of your team, prioritizing transparency and ethical financial practices.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- National Association of Certified Valuation Analysts (NACVA)
What people say
Excellent service
Timely and accurate
Practical financial advice
Dedicated team
Proactive approach
Services
Accounting Services
We provide comprehensive accounting services including general ledger preparation, bookkeeping, payroll processing, and financial statement reporting. Our team ensures accurate, timely financial records to streamline business operations and support compliance with tax regulations. Clients benefit from tailored solutions that enhance financial clarity and decision-making.
Business Valuation
Our certified valuation analysts deliver accurate business appraisals for sales, mergers, estate planning, or litigation. Using AICPA and NACVA standards, we analyze financial data and market conditions to provide realistic valuations that reflect a company's true worth and growth potential.
Tax Services
We offer proactive tax planning and compliance services for individuals and businesses, minimizing liabilities through strategic deductions and adherence to evolving tax laws. Our expertise includes corporate tax returns, estate planning, and representation during IRS audits.
Auditing
As one of the few small firms conducting audits, we perform thorough financial statement reviews and compliance audits under AICPA standards. Our approach focuses on risk areas to reduce costs while improving internal controls and operational efficiency for clients.
Consulting Services
We help businesses identify profitability challenges and implement solutions for growth. Services include entity selection, cash flow forecasting, and strategic planning, leveraging decades of experience in industries like manufacturing, real estate, and nonprofit management.
People
Joseph P. Myers
Founder & CPA
With 39+ years of experience, Joe Myers is a CPA and Certified Valuation Analyst who founded the firm in 2004. He previously served as CFO for manufacturing and real estate firms and as a senior audit manager with a Big 4 accounting firm.
Michael D. Patsy
CPA & Tax Specialist
Michael brings expertise in tax compliance and planning, having worked as a Revenue Agent with the IRS and as Director of Taxation for a title company. He specializes in partnerships, S corporations, and nonprofit entities.
Kimberly D. Wetzel
CPA & Auditor
Kimberly specializes in assurance services for nonprofits, governments, and closely held businesses. She has experience implementing ERP systems and managing audits for charter schools, combining technical expertise with practical client solutions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, payroll processing, and customized accounting system setup for small businesses.
How can a business valuation benefit my company?
A valuation helps determine your business's worth for sales, mergers, estate planning, or securing financing, using industry-standard methodologies and market analysis.
Do you handle tax audits and IRS representation?
Yes, our CPAs provide audit defense and representation for individuals and businesses facing IRS or state tax agency inquiries.
What industries do you specialize in?
We serve manufacturing, real estate, nonprofit organizations, automobile dealerships, and government entities with tailored financial solutions.
Can you assist with QuickBooks setup and training?
Yes, we offer QuickBooks consulting, including software selection, system implementation, and hands-on training for business owners.
Are your audit services cost-effective for mid-sized companies?
We focus audit procedures on high-risk areas to minimize costs while maintaining compliance with professional standards.
