Auditing & Accounting

Knowing what your numbers are today is the key to planning for a more profitable and successful tomorrow. Spinelli CPAs offers a full scope of accounting, auditing, and bookkeeping services for small to mid-sized businesses, non-profit organizations, families and individuals.

Quickbooks Training & Consulting

Take charge of your business with clarity and confidence. Our certified Quickbooks Pro Advisors will get you up to speed on this invaluable DIY accounting software in no time.

Learn how to:

  • Track your income and expenses
  • Use Quickbooks for payroll
  • Generate and pay invoices
  • Accept payments
  • Get an organized snapshot of your numbers at the click of a mouse

Our one-one-one training sessions allow you to go at your own pace and customize lesson content. Learn in person at our office locations or remotely from the convenience of your own home or office.

Compilations of Financial Statements

Compilation services can provide a simpler, efficient alternative to audits for a range of purposes, both personal and professional.

They can be used to:

  • Streamline your tax return preparation
  • Support a loan application
  • Inform and guide your own internal decision-making

Our compilation engagements give you a clear, high-level view of your finances, from specific transactions to overall cash flow and profitability.

Agreed-Upon Procedures & Attestation Services

Attestation Services are a method of certifying the authenticity of a document or set of data. We gather the necessary information and evaluate its validity using Agreed-Upon Procedures, or AUP.

Unlike an audit, which provides a comprehensive view of an organization’s finances, attestation focuses on the accuracy of a certain document, process or system.

Bookkeeping

Our friendly and impeccable bookkeeping services help you stay up-to-date, on track and worry-free.

We offer:

  • Income and expense tracking
  • Data entry
  • Preparation of balance sheets and income statements
  • Reconciliation of bank accounts and credit cards
  • Oversight of invoice filing
  • Payroll services

Contact us for more information!

More Services

Tax Strategy & Compliance

Expert guidance navigating an ever-changing tax landscape while minimizing your tax burden.

Consulting & Advisory

Your source for reliable, trustworthy advice from experienced professionals who care.

Estate Planning

Take control of the future with step-by-step guidelines for protecting your savings and transferring it to the next generation.

Why Work With Us?

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Services Tailored to Your Needs
Our firm is big enough to meet all your tax and accounting needs, yet flexible enough to provide the personalized service that you deserve—and that we insist on.
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Depth & Breadth of Expertise
We offer the best of both worlds: years of experience serving a broad range of clients and a deep commitment to keeping pace with the latest industry rules, regulations and insights.
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Personal Empowerment
We take the time to help you fully understand your unique financial challenges, choices, and opportunities, so that you have the best possible foundation for the best possible future.