Business Details
50+ Years
experience
Expert Accounting and Advisory Services for Business Success
Cummings Keegan is an accounting and advisory firm dedicated to supporting business owners through every stage of their journey. With over six decades of experience, our team of CPAs and professionals acts as co-pilots, providing expertise in tax, accounting, auditing, and strategic business planning. We specialize in serving closely-held businesses and nonprofit organizations, offering tailored solutions that address unique challenges while prioritizing ethical practices and risk management. Our association with CPAmerica Inc. combines local community focus with national expertise, ensuring clients receive comprehensive insights and resources.We emphasize long-term relationships, proactive tax planning, and customized accounting services, including QuickBooks support, financial projections, and employee benefit plan audits. Our commitment to understanding clients' goals allows us to deliver actionable advice that aligns with their vision for success.
Services
Accounting Services
Tax Planning
Audit & Assurance
Employee Benefit Plan Audits
Technology Consulting
Strategic Business Planning
International Tax Services
Business Valuations
Exit Planning
Details
- Year established: 1963
Highlights and features
- 60 years of experience guiding businesses through accounting and tax challenges
- Tailored solutions for closely-held businesses and nonprofit organizations
- Access to national expertise through CPAmerica Inc. while maintaining local service
- Specialized QuickBooks setup, training, and ongoing accounting support
- Proactive tax planning to minimize liabilities and maximize growth opportunities
Associations and certifications
- CPAmerica Inc.
- AICPA Employee Benefit Plan Audit Quality Center
Services
Accounting Services
We provide comprehensive accounting solutions for businesses of all sizes, including monthly financial closings, payroll processing, and account reconciliations. Our team offers QuickBooks setup and training to streamline financial operations. By maintaining accurate records and offering custom reporting, we help business owners focus on growth while ensuring compliance with evolving regulations.
Tax Planning
Our year-round tax services include strategic planning for individuals, startups, and corporations. We analyze clients' financial situations to minimize liabilities and identify deductions. From estate planning to R&D tax credits, our experts ensure compliance while optimizing tax outcomes for long-term business success.
Audit & Assurance
We deliver audits, reviews, and compilations tailored to client needs, from regulatory compliance to lender requirements. Our process emphasizes planning and partner involvement to ensure accurate financial statements. Specialized services include employee benefit plan audits that meet ERISA standards and protect against fraud.
Technology Consulting
Our IT consulting services help businesses implement secure, scalable technology infrastructure. We offer network security assessments, cloud migration support, and disaster recovery planning. By aligning technology with business goals, we enable clients to reduce costs and maintain competitive advantage through modernized systems.
Strategic Business Planning
We assist businesses in developing strategic plans that address operational challenges and growth opportunities. Services include financial modeling, benchmarking, and succession planning. Our advisors work closely with owners to create actionable roadmaps that align with long-term vision and market demands.
People
Michelle Lavrenz
Manager
Specializes in helping new business owners establish accounting systems. Focuses on simplifying financial processes while ensuring compliance and accuracy for growing companies.
Julie Shie
Manager
Tax planning expert with experience in compliance and 401(k) audits. Provides strategic guidance to businesses navigating complex tax regulations and retirement plan requirements.
MaryGen Hoehn
Manager
Specializes in strategic tax planning for small businesses. Combines technical expertise with practical advice to help clients achieve financial efficiency and compliance.
Ted Shackett
Director of Technology
IT consultant with 20+ years of experience designing secure, efficient technology solutions. Focuses on aligning infrastructure with business needs while minimizing technical complexity for clients.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, payroll processing, and QuickBooks support tailored to small businesses' needs.
Do you handle employee benefit plan audits?
Yes, we perform ERISA-compliant audits for plans with 100+ participants, ensuring compliance and protecting against fraud.
How can tax planning benefit my business?
Our year-round tax planning identifies deductions, minimizes liabilities, and ensures compliance with evolving regulations to optimize financial outcomes.
What technology consulting services are available?
We offer network security, cloud migration, disaster recovery planning, and IT infrastructure assessments to support business growth.
Are you experienced with nonprofit organizations?
Yes, we specialize in serving nonprofits with accounting, tax compliance, and strategic advisory services tailored to their unique needs.
