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.

"WE CREATE TRUSTING RELATIONSHIPS BY PROVIDING QUALITY SERVICE."

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. 

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Contact us today to see how we can help you achieve your business goals.