SERVICES
DeLeo & Company is a trusted accounting firm with over 30 years of experience in providing exceptional accounting, tax, and consulting services to a wide range of clients. Our guiding principles of integrity, confidentiality, objectivity, and accountability drive us to deliver unique and effective solutions to complex problems.
We serve a diverse range of clients, including individuals, closely-held companies, entrepreneurs, and private equity firms. Our industry focus includes professional services, real estate, construction, family office, and manufacturing.
Our value proposition lies in being an integrated partner and a “plug-in resource” that helps businesses maximize opportunities by reducing the time spent on routine low-level functions, allowing management to focus on growth initiatives and efforts to increase the value of their organizations. We help early-stage or mature businesses in times of growth or disruption and offer organizations the ability to redirect limited resources to other critical processes.
At DeLeo & Company, we tailor “right-sized” solutions across all our service areas by spending time understanding an individual or business’s challenges and vision. We offer a suite of services, including accounting, consulting and advisory, tax compliance and planning, audit and assurance, and payroll. We use best-in-class tools like Sage Intacct, Bill, and QuickBooks and focus on deploying cloud-based technology and internally developed applications and data tools. We use robotic process automation (RPA) and AI technologies to provide data manipulation and better serve our clients.
ACCOUNTING SERVICES: include monthly accounting, outsourced accounting, fractional controllership & CFO services, financial planning & analysis (FP&A), and accounting technology solutions. Our consulting and advisory services include business valuations, lending & financing, business formation, and business planning.
TAX COMPLIANCE AND PLANNING SERVICES: encompass business taxes, state and local taxes, personal taxes, estate & trust, non-profit and exempt organizations, and IRS representation. Our audit and assurance services include auditing services, review & compilations, agreed-upon procedures engagements, and internal control audits & assessments. Lastly, our payroll services include payroll preparation, quarterly and annual payroll tax preparation, workmen’s compensation audit assistance, 1099 preparation, and household employee compliance.
We are proud to serve our clients with a personalized and connected approach, providing them with all they need from one provider.
Our success allows our stakeholders significant returns, and we make a measurable impact in the communities in which we operate through our charitable activities.