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McCoy Advising

Warminster, PA

(10)
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About

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.

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Reviews (10)

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5/5

10 customer reviews

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22 May 2019

Brendan assisted our firm in reconciling our books and automating our quickbooks. He was incredibly friendly and knowledgeable. I will absolutely work with him again! More...

Reviewed on Google Maps

27 April 2019

Easy to work with, gets the job done and does it at the highest level of professionalism and quality. Highly recommend.

Reviewed on Google Maps

27 April 2019

Last year, my business partner and I set out to get our books straightened up and file taxes for the first time. The first obvious step for us was to bring someone on to clean up and organize our books, which would then in turn be used to file our taxes. We reached out to Brendan last December to help undertake this task.Brendan was very professional from the start, giving us advice (much needed) on how to organize our books, and then organizing our books for us. Brendan has been tremendous in helping keep our books clean after organizing them, which helped our tax accountant file our taxes on time.Brendan is exactly what we were looking for. Someone to not only make sure our books are straight within QuickBooks Online, but also someone to handle our day-to-day tasks. As a business owner, it can be impossible to keep up with your books. You can 110% trust Brendan to get you to the right place.Thanks so much Brendan! You rock! More...

Reviewed on Google Maps

28 March 2019

Amazing service - I highly recommend using his services. Very accurate and insightful. You don’t be disappointed.

Reviewed on Google Maps

26 February 2019

Brendan has been assisting me with my books for 2019. He is also assisting me with cleaning up my books for 2018. My business consisting of many rental properties, he knows just what to do. Super helpful and responsive. I plan to continue using him for help with my books! More...

Reviewed on Google Maps

27 January 2019

I recently used McCoy Advising for a project involving QuickBooks for desktop. Brendan is the consummate professional, understands exactly what needs to be done, and makes it easy to complete. He's always available for questions and explains everything in a way that I can understand. I have recommended McCoy Advising to several small businesses in the area, and would have no hesitation about referring him to anyone looking for assistance with bookkeeping, QuickBooks and financial organization. More...

Reviewed on Google Maps

29 October 2018

When I hired Brendan I was in bad shape with my company’s bookkeeping. The last accountant I had was terrible. Within a couple days he had everything all straighten out and now years later my buisness has grown 10x and I have Brendan to thank. Thank you so much Brendan I couldn’t have done it without you!!! More...

Reviewed on Google Maps

29 October 2018

These days its hard to find someone as easy to talk to like Brendan. Most accounting offices just want to get your info and be done with you not Brendan he really wants to help. Whenever i have a question or anything at all he is there answer. Great customer service and great work all together!!! More...

Reviewed on Google Maps

1 July 2018

Brendan has been exceptionally helpful. I get intimidated by accounting and bookkeeping. Brendan relaxed my fears from the moment we met. My accountant approves of him. Brendan had to clean up my entire 2017 bookkeeping. Nothing had been done. Business and personal returns. We met Jan 2017. We was finishing by mid-february and was able to forward the info via quickbooks to my accountant. No issues based on Brendans work per my accountant. I have now contracted with Brendan to do my bookkeeping for all of 2018 and moving forward. I trust his knowledge and we work well together. He's very professional yet personable, just very likable. More...

Reviewed on Google Maps

1 July 2018

"I am so relieved after hiring Brendan. I was on the hunt for a new bookkeeper after so many frustrating hours of working with an expensive firm who constantly made errors. After our phone interview, I knew I wanted to hire Brendan right away. He is organized, responsive, and smart. He jumped right in, and made the transition process super easy. Not only did he take the time to assess my business's financial goals, but he did an extensive audit and fixed countless errors from the old firm. He has broken everything down into terms I understand. He keeps me in the loop of what's going via text, email, and phone. He's transparent with his actions. He's diligent, competent, and reliable. He has relieved so much pressure, and I now have so much time to work in my business. I cannot recommend him enough." More...

Reviewed on Google Maps

Q&As

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

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.

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.

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.

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

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.

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