About Us

WHO WE ARE

At CFO Cornerstone LLC, we offer a comprehensive range of tax, bookkeeping, accounting, and consulting services tailored to individuals, corporations, partnerships, and LLCs.

Our expertise includes setting up and managing accounting systems, payroll administration, business plan consulting, tax preparation, and filing. We specialize in individual tax planning, projections, and estate and trust tax planning. We also provide the necessary reports and financial statements to help you effectively manage your business, ensuring compliance with current tax laws while minimizing liabilities.

With a team of skilled professionals, we simplify your financial management by analyzing expenses, paying bills, and providing expert personal income and estate planning services. Whether it’s tax planning and compliance or preparing tax returns for individuals, businesses, and non-profits, we are here to support your small business needs. You can count on us for specialized guidance in any area where you require expert assistance.

 

We bring together our firm’s most skilled advisers to meet your needs, offering a creative, proactive, and client-focused approach. With a track record of success and client satisfaction, our team is ready to work for you.

Let us take care of your financial paperwork. With over 21 years of experience, we manage all your business’s accounting and tax requirements. From filing tax returns and preparing financial statements to providing investment advice, we cover all aspects of your financial needs.

As a one-stop shop for tax and accounting services, we stand out in the Philadelphia area through our holistic approach to both personal and business finances. Our qualified team of professionals is dedicated to addressing your specific business needs.

As an independent regional firm, we serve a wide range of clients across various industries. Our professionals provide valuable accounting services, including tax, assurance, financial management, cash flow analysis, consulting, and valuations, ensuring comprehensive support for your business.

At CFO Cornerstone LLC, we draw inspiration from God and the father of modern accounting, Luca Pacioli, always striving to do what’s right while finding strategic ways to save our clients tax dollars. We pursue knowledge grounded in truth, using cutting-edge accounting technology and seasoned professionals to help you achieve both your short-term and long-term business goals.

We are Smart & Exceptional Outsourcing. Located in the Philadelphia, PA area, we offer a team of highly skilled advisers, bringing creativity, proactivity, and care to everything we do. Our advisers have a proven history of success and client satisfaction, and we’re ready to work for you.

We treat our clients’ challenges as our own. Our hands-on partners leverage their vast experience in solving complex business problems and remain involved throughout every stage of the process. This ensures that you receive high-level expertise and the best solutions to meet your long-term goals.

Whether you’re just starting or growing your business to a multi-million-dollar venture, we’ll be with you every step of the way. We can also help you source funding to fuel your business growth. No question is too small or insignificant—count on us to always be there to support you.