Brian is a great bookkeeper, attention to detail and the added bonus of being a Financial advisor…read more Is able to provide an additional service. I am a tax advisor and have a few mutual clients that he maintains the books for and it has made my job easier. Would highly recommend!

From the owner: Tired of stressing over your business finances? Let’s fix that…read more If you're in the Greater Philadelphia area with a growing team, I’m here to help. I work with startups and small businesses who are ready to stop guessing and start growing — with clean, accurate books and proactive support. As both a bookkeeper and financial planner, I bring a big-picture mindset to your business finances. Whether you need ongoing support, one-time cleanup, payroll help, or just someone to make sense of your numbers — I’ll tailor the work to fit your business. QuickBooks, Xero, and FreshBooks certified Flexible hourly, project-based, or retainer pricing Local to the Greater Philly area — but remote-friendly Highly responsive & fully customized service Ready to finally feel confident in your books? Send a message to schedule a quick intro call. Let’s get your finances working for you.

Diversified has been handling our finances and taxes for sometime now. We've been extremely…read moresatisfied with all aspects of the services they provide. If you're looking for an honest, attentive and professional company to handle all you financial needs, including retirement planning, Diversified is the company to choose.

From the owner: We Invest in Your Happiness. Contact us for a free consultation. read more

A BIG shout out to Kaitlyn Pacheco with First Resource Bank!…read more We have been with First Resource since they came on the scene around 2005. They are consistently helpful, cheerful, knowledgeable, patient and understanding. It is rare to find such remarkable customer service. Today I received assistance from Kaitlyn Pacheco with First Resource Bank. She helped me figure out a messy and confusing issue I was having. Wow! What a gem she is! She is the epitome of an employee with fabulous customer service skills. When I got off the phone with Kaitlyn I felt pleased she solved my problem and I wasn't grumpy like when I am after dealing with a certain huge Philadelphia health care company. Kudos to Kaitlyn and the other First Resource employees who treat us with respect and work hard to earn our business.

We moved to First Resource Bank a few years ago. They are so responsive and everyone is…read moreknowledgeable. The people who answer the phone are able to help out with just about anything. Especially Antoine who is so helpful and a really nice person!