DeLeo & Company

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INTEGRITY

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ACCOUNTABILITY

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CONFIDENTIALITY

We understand that managing your company’s finances can be a daunting task, especially when you have a multitude of other responsibilities on your plate. That’s why we’re here to offer our expertise and services to help you focus on what you do best: running your business. Here are ways in which we serve clients:

AUDIT AND ASSURANCE

We are dedicated to providing high-quality audit and assurance services that help small and medium-sized businesses achieve their financial objectives. Our team has the expertise and knowledge to provide comprehensive solutions.

PAYROLL

Managing payroll can be a complex and time-consuming process for businesses of all sizes. We streamline the payroll process, ensure compliance with employment laws and regulations, and save businesses time and money.

MONTHLY ACCOUNTING

We understand that managing your company’s finances can be a daunting task, especially when you have a multitude of other responsibilities. We’re here to offer our expertise and services to help you focus on what you do best: running your business.

SAGE INTACCT SALES AND SUPPORT

Sage Intacct integrates with existing tools and automates tedious processes to free your team. Discover how Sage empowers millions of customers and all types of businesses to thrive in today's ever-growing digital world.

CONSULTING AND ADVISORY

As an accounting firm, we offer a range of services that can help your business navigate complex financial and operational challenges. Our team of experts has years of experience in helping businesses like yours succeed..

TAX COMPLIANCE AND PLANNING

Our team of experienced professionals is dedicated to helping our clients minimize their tax liabilities, comply with all relevant tax laws and regulations, and maximize their overall financial position.

Do you have these Concerns?

Having availability to competent and skilled employees?
Putting out fires and insufficient time "working on the business"?
Not having enough available time to reflect and strategize?
Just making do with limited resources or fighting turnover?
Your accounting functions not being efficient?
Keeping current with technology changes?

"WE ARE LIKE AN INDISPENSABLE SWISS ARMY KNIFE." Derek DeLeo, Founder

Additional Service Offerings:

FINANCIAL PLANNING & ANALYSIS

Providing planning and budgeting, projections, forecasting, reporting and data visualizations, what-if scenarios/modeling and actionable insights to help achieve financial goals.

OUTSOURCED ACCOUNTING SERVICES

Helping businesses with their daily financial activities and providing them with accurate and up-to-date financial information through or comprhensive services.

FRACTIONAL CHIEF FINANCIAL OFFICER

Acting as your CFO or controller, our experienced team helps support your long-term financial goals with strategic financial planning and analysis dashbaord tracking and managing cash flow.