Services

Strategic CPA & advisory — built around long‑term partnership.

Tax strategy, accounting, advisory, and long‑term planning for the businesses and families shaping the Mid‑Atlantic.

01

Strategic Tax Planning

Proactive tax guidance that supports long‑term financial confidence.

Year‑round planning so every business and personal decision is made with the tax picture clearly in view — not reconstructed after the fact.

  • Mid‑year and Q4 tax projections
  • Entity structure & owner compensation strategy
  • Multi‑state tax coordination (PA · DE · MD)
  • Quarterly estimated payment guidance
  • Retirement contribution planning
  • Year‑end tax savings review
02

Business Accounting

Helping businesses maintain financial clarity and operational organization.

Monthly accounting and financial reporting for owner‑operated and growing businesses across the Mid‑Atlantic.

  • Monthly transaction categorization & reconciliation
  • Cloud accounting setup, cleanup & optimization
  • Monthly P&L and balance sheet reporting
  • 1099 preparation & filing
  • Sales tax filings (where applicable)
  • Year‑end coordination into tax filings
03

Financial Organization

A single, organized source of truth for your finances.

Modern document workflows, recurring touchpoints, and a clean structure that keeps records current — not catch‑up at year end.

  • Secure document exchange
  • Digital onboarding from prior firms
  • Centralized financial records
  • Recurring planning checkpoints
  • Multi‑entity coordination
04

Business Advisory

A trusted voice for the decisions that move the business forward.

Quarterly business reviews and strategic conversations — the financial partner you call before any meaningful business decision gets made.

  • Quarterly business review meetings
  • Profitability & margin analysis
  • Owner compensation strategy
  • Hiring & expansion conversations
  • Investment & acquisition support
  • Coordinated business & owner planning
05

Succession Planning

Thoughtful transitions across generations and ownership.

Coordinated succession strategy for family businesses and closely held companies — protecting both the company and the people behind it.

  • Ownership transition modeling
  • Buy‑sell agreement coordination
  • Generational tax strategy
  • Family meeting facilitation
  • Advisor & attorney coordination
06

Estate Planning Coordination

Aligning the financial, tax, and legal sides of estate planning.

We work alongside your attorneys and advisors to ensure your estate strategy is tax‑efficient, fully executed, and current.

  • Estate tax planning & projections
  • Trust accounting & reporting
  • Gifting strategy coordination
  • Charitable planning guidance
  • Attorney & advisor coordination
07

Cash Flow Guidance

Visibility into what's coming — not just what's already happened.

Forward‑looking cash visibility so you can hire, invest, and grow with intention instead of reacting to whatever the bank balance says today.

  • Rolling cash flow projections
  • Receivables & payables review
  • Owner draw & distribution planning
  • Tax reserve guidance
  • Seasonal cash planning
08

Long‑Term Financial Planning

Strategic planning for the decade ahead — not just the quarter.

Holistic guidance that connects tax, business, and personal financial decisions into a coherent long‑term plan.

  • Long‑term financial vision sessions
  • Coordinated tax & wealth planning
  • Retirement & income strategy
  • Generational wealth planning
  • Annual long‑term review
09

Year‑Round Advisory Support

A trusted CPA on call — every month, not just every April.

Ongoing communication, planning check‑ins, and proactive guidance built into the rhythm of the relationship.

  • Direct partner access
  • Recurring planning communication
  • Proactive deadline management
  • On‑call answers to questions in between
  • Coordination with your full advisor team
A note on fit

A relationship‑first practice — on purpose.

Fenstermacher & Company is built around long‑term partnerships. We take on a measured number of new engagements each year so the work stays personal, the advisory stays strategic, and our partners remain accessible.

Our best fit is businesses and families looking for a trusted long‑term financial partner — not a once‑a‑year filer. If that sounds like the relationship you're after, we'd love to talk.

Next step

Not sure which service fits? Start with a conversation.

A short consultation is the simplest way to understand what your business or family actually needs — and what an engagement with us would look like.