Goldberg & Balthaser

Business Details

Your Trusted Accounting Partner in Harrisburg

Goldberg & Balthaser is a full-service accounting firm serving clients throughout South Central Pennsylvania. With decades of combined experience, our team of certified professionals provides personalized financial guidance to individuals and businesses. We specialize in small business accounting, tax preparation, bookkeeping, and part-time CFO services, leveraging advanced technology to streamline financial processes. Our expertise extends to non-profit organizations, audit reviews, and strategic tax planning, ensuring compliance with evolving regulations.

We prioritize client relationships, offering tailored solutions to improve profitability and long-term financial health. Our commitment to excellence is reflected in our professional accreditations, including CPA and CGMA designations. We serve Harrisburg and surrounding areas, combining local market knowledge with industry-leading practices to support client success.

Services

Small Business Accounting Bookkeeping Services Part-Time CFO Services Audits - Reviews - Compilations Tax Services Non-Profit Accounting Cash Flow Management QuickBooks Support New Business Formation Payroll Tax Processing

Highlights and features

We offer 20+ years of experience in small business accounting and tax services.
Our team includes CPA and CGMA-certified professionals with specialized non-profit expertise.
We provide part-time CFO services to improve business financial decision-making.
We implement advanced accounting software for accurate, efficient financial management.
Our personalized approach ensures tailored solutions for Harrisburg-area businesses.

Associations and certifications

American Institute of Certified Public Accountants
Pennsylvania Institute of Certified Public Accountants

Website

Update Listing

Services

Small Business Accounting

We provide comprehensive accounting solutions tailored for small businesses. Our services include financial statement preparation, budget forecasting, and strategic tax planning. With experienced CPAs managing your books, you gain accurate financial insights to make informed business decisions while focusing on growth.

Tax Services

Our tax services maximize deductions while ensuring compliance with federal and state regulations. We handle individual and business tax filings, including complex returns for non-profits and corporations. Our proactive planning minimizes liabilities and optimizes financial outcomes for clients in Harrisburg and surrounding areas.

Bookkeeping Services

We maintain accurate, up-to-date financial records using advanced accounting software. Our bookkeeping services include accounts payable/receivable management, payroll processing, and system implementation. By outsourcing these tasks, businesses improve efficiency while reducing operational costs through our reliable, technology-driven solutions.

Part-Time CFO Services

Access expert financial leadership without full-time costs. Our part-time CFO services offer cash flow analysis, profitability improvement strategies, and tax compliance guidance. We act as strategic partners, providing actionable insights to help businesses achieve long-term financial stability and growth objectives.

Non-Profit Organizations

Specialized accounting for tax-exempt organizations ensures compliance with IRS requirements. We manage revenue/expenses tracking, grant reporting, and audit preparation. Our team understands non-profit financial challenges, helping organizations maintain their tax-exempt status while optimizing resource allocation for mission-driven goals.

People

Jacqueline M. Balthaser

President

Founding principal with 20+ years in public accounting. CPA and CGMA credential holder specializing in small business and non-profit tax strategies. Graduated from Penn State with accounting degree. Recipient of YWCA Women of Excellence award.

Carol A. Gross

Senior Staff Accountant

CPA with expertise in non-profit audits and QuickBooks integration. Albright College graduate handling small business accounting and individual tax preparation. Has served the firm since 2010, providing technical accounting support.

Lukas Gross

Staff Accountant

Accounting graduate from Geneva College. Specializes in payroll tax processing and non-profit audit assistance. Joined the firm in 2017, supporting small business clients with day-to-day financial operations and compliance requirements.

Melinda S. Wilk

Office Manager

Executive administrative assistant and office manager with accounting degree from Juniata College. Coordinates firm operations and client communications. Has served since 2015, ensuring efficient office management and client service delivery.

Questions

What accounting services do you offer for small businesses?

We provide complete accounting solutions including bookkeeping, financial reporting, budgeting, and tax compliance tailored to small business needs.

Do you specialize in non-profit organization accounting?

Yes, we offer specialized services for non-profits including IRS compliance, grant tracking, and tax-exempt status maintenance.

Can you help with QuickBooks setup and training?

Our team provides QuickBooks implementation, system customization, and training to optimize your accounting processes.

What tax services are available for individuals?

We prepare individual tax returns, optimize deductions, and provide strategic planning to minimize tax liabilities.

Do you offer part-time CFO services?

Yes, our part-time CFO services provide financial strategy, cash flow analysis, and business growth guidance at affordable rates.

How can I schedule a consultation?