McCoy Advising

McCoy Advising

McCoy Advising locationWarminster, PA

As a small business owner, the drudgery associated with keeping your books can be a pain in the neck, but it doesn’t have to be. Allow McCoy Advising to take care of your books for you, so you can get back to doing what you do best, running your business and generating revenue and profits.

In addition to basic bookkeeping, accounts payable and receivable, billing, payroll, monthly and quarterly taxes, bank reconciliations, general ledger entries, and monthly trial balances. We can also set up your computer accounting systems and auditing information systems.

As QuickBooks Professional Advisors, we can assist you with setting up your QuickBooks properly or provide adjusting journal entries to keep your QuickBooks data accurate.

And keep in mind, a key benefit of outsourcing your bookkeeping and accounting to McCoy Advising is your ability to customize the services you need – whether it’s daily, weekly, monthly, or quarterly.

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McCoy Advising Q&A

McCoy Advising Q&A

What kind of accounting services do you provide?

Bookkeeping, Accounting, Business Consulting, Payroll, A/R, A/P, Financial Analysis,

Why is it so important for businesses to hire a great accountant?

Many small businesses start their business with a spreadsheet as their way of tracking finances. If you’re an old-fashioned paper person still doing your bookkeeping and accounting manually via receipts and Excel spreadsheets, now is the time to get up to date and streamline your accounting and bookkeeping with McCoy Advising.
The good news is you don’t have to overpay for a CPA, when you can utilize the expertise of an accountant with an extensive accounting background. McCoy Advising offers better-quality, less-costly accounting, and bookkeeping service rates and pricing packages designed around your business needs.
The cost is a little different for each client. It all comes down to your business needs; your bookkeeping and accounting fees will vary depending on how many hours you’ll need from us monthly, and the extent of the tasks we are performing.

What do you love most about your job?

We care about our clients’ business finances as we do our own. We share our clients’ aspirations, work to understand their reality, and align our incentives with their objectives—so they know we’re in this together, as a team.
Offering a professional and friendly demeanor, you can also expect from us integrity, reliability and excellent communication as well as timely and accurate financial reporting.
Most importantly, we aim to use our extensive accounting and auditing knowledge and expertise to provide all of our services with a very high level of personalized service.
Our “service first” attitude prompts us to do whatever it takes to meet your needs.

What inspired you to start your own business?

I take pride in my work and want to help others out there who may not necessarily like, understand, or realize how important bookkeeping and accounting can be to a small business owner.

Why should our clients choose you?

By far the most common source of frustration with any service provider including accountants, bookkeepers, and CPA’s – and the most likely reason for clients to switch service providers is poor customer service.
Service is the key part of McCoy Advising’s strategy for delivering value to our clients. We work with each client to help them be successful in their business endeavors, all the while offering high-quality service and going beyond the mere provision of accounting and bookkeeping services.
Superior quality accounting, bookkeeping and great customer service are just some of the reasons why businesses trust us with their books.

Services provided by McCoy Advising

McCoy Advising Services


Recording, detailing and maintaining all of your business transactions including, invoices, sales receipts, bills, expenses, payroll, taxes, journal entries and monthly reconciliations of accounts.


Interpreting, classifying, analyzing, reporting and summarizing all of your financial data.

Financial Statement Analysis

Weekly, monthly, quarterly or yearly reports on your business. Reports will be tailored to meet your specific needs examples of reports include: Balance Sheet Income Statement Inventory Expenses and Sales Reports

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