Zinman & Co PC

Think Beyond the Numbers

Accountant in Southampton, PA (show on map)

4.7

★★★★★

32 reviews

Zinman & Company PC is a CPA firm and Administrative Services Organization (ASO) in Southampton, PA, providing accounting, tax, advisory, and outsourced administrative services.

Call (215) 357-2250

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About

Zinman & Company PC is a CPA firm and Administrative Services Organization (ASO) headquartered in Southampton, Pennsylvania. They are described as being much more than a typical accounting firm - an experienced team of agile professionals dedicated to being a trusted business partner for tax, accounting, advisory, controllership, bookkeeping, payroll, and human resources needs.

The firm serves businesses and individuals throughout the tri-state area and across the country. They are known for thinking beyond the numbers and earning client trust through dedication to firm values. As an ASO, they provide outsourcing of accounting, bookkeeping, payroll, HR, and compliance services without becoming a co-employer, allowing clients to maintain control while gaining access to expertise.

CPA firm plus Administrative Services Organization (ASO)

Think Beyond the Numbers philosophy

Serves businesses and individuals throughout the country

Non-co-employer ASO model preserves client control

Associated companies for HR and recruitment needs

Services

Accounting / Advisory

Full range of accounting services including financial statements, financial reporting, supervisory services, and advisory services for businesses.

Financial statements Financial reporting Fixed asset schedules Lease and loan schedules Sales analysis Managerial accounting Cost reduction Forecasting Strategic business planning General ledger review QuickBooks oversight

Tax Services

Business tax, compensation tax, IRS representation, and family tax planning services.

Business entity selection Federal and state tax credits Fixed asset depreciation Tax projections Year-end planning Corporate tax returns Partnership returns Individual returns Benefit programs 401(k) planning IRS audit defense Offers in compromise Tax payment agreements Gift and estate planning Retirement planning

Startups

Comprehensive startup services including business coaching, capital planning, cash flow management, insurance, software setup, and entity registration.

Business coaching Capital equipment planning Cash flow management Insurance and risk management Management and staff planning Debt structuring Finance and funding plans Leasing analysis Pro forma projections Chart of accounts setup Bank selection Business plan assessment Entity registration Federal and state tax ID application Legal entity selection Business permits

Mergers & Acquisitions

Financial due diligence and advisory services for buyers and sellers in M&A transactions.

Cash flow evaluation Unrecorded asset identification Unrecorded liability identification Financial and tax diligence Deal structure optimization EBITDA analysis Financial statement analysis Tax record review Buyer representation Seller representation

Virtual Controllership

Scalable managerial accounting services including capital expenditure, financial management, loan and lender management, and monthly financial statements.

Capital expenditure management Financial management Loan and lender management Monthly financial statements CFO-level guidance

Client Accounting Services

Bookkeeping, payroll, and human resources services for businesses without in-house staff.

Bookkeeping Payroll processing Human resources support

Credentials & Certifications

Certified Public Accountant (CPA)

Certified Information Technology Professional (CITP)

Reviews

Rating

4.7

★★★★★

Reviews

"They are always available to help when needed."

Frequently Asked Questions

What is unique about Zinman & Company's ASO model? +

The ASO does not become a co-employer, allowing clients to maintain and preserve control as the sole employer of their workforce while gaining access to expertise in accounting, bookkeeping, payroll, HR, and compliance.

What industries does Zinman & Company serve? +

They serve construction, real estate, manufacturing, distribution, retail, medical, automotive, technology, legal and professional services, and more.

What does Virtual Controllership include? +

Virtual Controllership includes capital expenditure management, financial management, loan and lender management, and monthly and quarterly financial statements.

Does Zinman & Company help with business startups? +

Yes, they offer comprehensive startup services including business coaching, capital planning, cash flow management, software setup, entity registration, business plan assessment, and financing analysis.

What M&A services does Zinman & Company provide? +

They provide due diligence for buyers including working capital evaluation, asset identification, liability identification, and tax diligence. For sellers, they analyze earnings and net assets, calculate EBITDA, evaluate financial statements, and assist with buyer questions and transaction structure.

What is the firm's approach to advisory services? +

The firm believes in thinking beyond the numbers and carefully planning new paths to help solidify clients' financial future, leveraging innovative technologies and highly knowledgeable staff.

Does Zinman & Company offer NIL services? +

Yes, they offer Name, Image, Likeness (NIL) income services including tax return preparation, compliance, and financial planning for individuals with NIL income.

What associated companies does Zinman & Company have? +

Associated companies include De Novo HR Consulting & Business Advisory, De Novo Recruitment Agency, and On The Mark Podcast.