Zook Dinon PA

Your Trusted Advisor

Certified public accountant in Moorestown, NJ (show on map)

Zook Dinon PA (ZD) is a regional public accounting firm founded in 1979 in Moorestown, NJ, serving entrepreneurs, middle-market enterprises, publicly-held entities, individuals, and trusts.

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About

Zook Dinon PA (ZD) is a regional public accounting firm founded in 1979 with an office in Moorestown, New Jersey. They service entrepreneurs, middle-market enterprises, publicly-held entities, individuals, and trusts.

ZD is committed to meeting their clients' accounting and tax challenges with the promise of their highest level of commitment, demonstrated through stewardship, integrity, responsibility, and accountability. The firm offers capabilities of a national accounting firm with the personal attention of a local enterprise, serving clients throughout the tri-state area. They are dedicated to continuous investment in qualified professionals, continuing education, state-of-the-art technology, and extensive business relationships.

Founded in 1979 with over 45 years of experience

National capabilities with local personal attention

Specialized SBIC expertise

Deep industry expertise across multiple sectors

Full-service from accounting to tax to advisory

Services

Controllership Services

Scalable accounting and management services backed by over thirty years of experience, providing continuity while clients focus on growing their business.

Generalized accounting services Monthly/quarterly/annual financial statements Accounting policies and procedures Business plan development General ledger management Budget preparation Production cost analysis Management reporting Cash flow management Investor reporting Annual audit preparation

Fund Administration

Day-to-day accounting for funds with fund-related financial reporting including investor reporting and performance measurement.

Fund financial statement preparation Investor reporting Performance measurement Capital activity processing Capital call and distribution preparation Quarterly investor statements Carried interest calculation Fund budget preparation Third-party auditor liaison

SBIC Financial Reporting

Specialized services for Small Business Investment Companies with extensive expertise in SBA requirements.

SBA chart of accounts maintenance Non-cash income analysis Management fee calculation SBA Form 468 preparation SBA Form 1031 preparation Leverage commitment assistance Partner capital management Preferred return tracking Quarterly compiled fund financial statements Annual SBA exam assistance

Accounting and Assurance

Audit, review, compilation, and agreed-upon procedures services for stockholders, creditors, and regulators.

Audit services Review services Compilation services Agreed-upon procedures

Accounting for Income Tax

Tax accounting services for public and private business clients, including ASC 740 consultations and tax provision analysis.

ASC 740 consultations Financial statement presentation Effective rate analysis Deferred tax calculations Valuation allowance assessment External auditor liaison Uncertain tax position analysis Business combination services Tax law change implementation

Tax Planning and Consulting

Tax mitigation strategies for sole proprietors, LLCs, corporations, and partnerships with tax representation services.

Accounting methods and elections Business dissolution planning Business formation Employee compensation Entity selection Estimated tax requirements Federal and state tax credits Mergers and acquisitions State planning Tax authority audit representation

Credentials & Certifications

AICPA Peer Review Program participant

Frequently Asked Questions

What industries does Zook Dinon serve? +

ZD serves private equity and mezzanine funds, manufacturing and distribution, technology, professional service firms, retail, and private foundations.

When was Zook Dinon founded? +

Zook Dinon PA was founded in 1979.

Where is Zook Dinon located? +

ZD is located at 224 Strawbridge Drive, Suite 303, Moorestown, NJ 08057.

What types of entities does ZD serve? +

ZD serves entrepreneurs, middle-market enterprises, publicly-held entities, individuals, and trusts.

Does ZD offer SBIC-specific services? +

Yes, ZD has extensive expertise in Small Business Investment Company (SBIC) requirements and offers specialized services including SBA chart of accounts maintenance, SBA Form 468 and 1031 preparation, and assistance with annual SBA exams.

What is ZD's approach to client service? +

ZD is committed to meeting clients' accounting and tax challenges with stewardship, integrity, responsibility, and accountability. They offer national capabilities with local personal attention.

Does ZD offer M&A services? +

Yes, ZD offers buying or selling a business services including due diligence, valuation, and deal structure evaluation for both buyers and sellers.

Does ZD serve non-profit organizations? +

Yes, ZD prepares tax returns for nonprofit organizations and has expertise in private foundation compliance including self-dealing, minimum required distributions, and excise taxes.