Erika Lipkin, CPA specializes in accounting and advisory services, with a focus on helping small businesses and individuals who require high-level services and support in translating accounting data into goals, actions and results. Working with me, you will find an approachable and responsive partner who seeks to understand your needs and find relevant and sustainable solutions for you.
I take a proactive approach to accounting, helping you understand how your operational and financial practices affect your bottom line now and in the future. Do you seek to demystify the process of accounting or to gain a better understanding of the taxes you pay? Do you need help with your day-to-day accounting? I will patiently analyze your situation and goals and point you in the direction that aligns them with your accounting and practices, while answering all of your questions.
I take my responsibility to the profession seriously and take pride in providing a high quality service and giving you honest feedback.
I take a proactive approach to accounting, helping you understand how your operational and financial practices affect your bottom line now and in the future. Do you seek to demystify the process of accounting or to gain a better understanding of the taxes you pay? Do you need help with your day-to-day accounting? I will patiently analyze your situation and goals and point you in the direction that aligns them with your accounting and practices, while answering all of your questions.
I take my responsibility to the profession seriously and take pride in providing a high quality service and giving you honest feedback.
Services
After working in a wide variety of accounting and technology roles, I realized that my true passion is working with businesses and individuals, helping them use their financial and accounting data to reach their goals.
Numbers don't just tell a story that happened in the past; they can also be used prospectively to plan for the future.
Developing clean and clear accounting processes and customizing systems based on actual day-to-day processes helps to generate numbers that are relevant and useful.
Numbers don't just tell a story that happened in the past; they can also be used prospectively to plan for the future.
Developing clean and clear accounting processes and customizing systems based on actual day-to-day processes helps to generate numbers that are relevant and useful.
Lipkin CPA provides personalized, high quality services and seeks to partner with clients to truly understand their needs and goals.
Your accounting and tax needs are my number 1 priority.
I'll help you demystify the process of accounting and taxation, so it is not frustrating or stressful to you.
I'm approachable, patient, and helpful and enjoy making the process of accounting and reporting simple and painless for you.
I take a holistic approach to accounting.
By combining your accounting data with your day-to-day processes and activities, the goals you are reaching for, the obstacles and limitations you face, and the market you serve, a larger system emerges.
Your accounting and tax needs are my number 1 priority.
I'll help you demystify the process of accounting and taxation, so it is not frustrating or stressful to you.
I'm approachable, patient, and helpful and enjoy making the process of accounting and reporting simple and painless for you.
I take a holistic approach to accounting.
By combining your accounting data with your day-to-day processes and activities, the goals you are reaching for, the obstacles and limitations you face, and the market you serve, a larger system emerges.
Silverleaf Capital Group LLC in Stamford, CT required CFO services, complete setup of a general ledger system, annual and monthly bookkeeping reconciliation processes, and advanced reporting for several family investment vehicles and entities.
Erika oversaw the accounting functions for our real estate fund as well as a variety of family office related investments and holding companies for over a decade.
I can say without a doubt she is a unique accounting resource.
As a self-starter, Erika can get to the bottom of nearly any challenge she takes on, ultimately producing quality professional financial analysis and reports which we can take confidence in.
Erika oversaw the accounting functions for our real estate fund as well as a variety of family office related investments and holding companies for over a decade.
I can say without a doubt she is a unique accounting resource.
As a self-starter, Erika can get to the bottom of nearly any challenge she takes on, ultimately producing quality professional financial analysis and reports which we can take confidence in.
As a small business owner or independent contractor, you may need some help with your accounting.
I can help you take care of setting up a proper accounting system and keeping your books current on an ongoing basis, so you can focus on growing your business.
I can also help as needed and work with your staff to train them to perform accounting related tasks more effectively.
Generate basic financial reports, including the Statement of Profit and Loss and Balance Sheet.
Reconciling your bank account is important, as going through the process can help you to identify outstanding checks, so you will know what your true balance is with liabilities taken into account.
I can help you take care of setting up a proper accounting system and keeping your books current on an ongoing basis, so you can focus on growing your business.
I can also help as needed and work with your staff to train them to perform accounting related tasks more effectively.
Generate basic financial reports, including the Statement of Profit and Loss and Balance Sheet.
Reconciling your bank account is important, as going through the process can help you to identify outstanding checks, so you will know what your true balance is with liabilities taken into account.
If you are looking for help with your payroll and/or payroll reporting and calculations, I can assist.
I offer a wide variety of payroll solutions, including access to full service payroll, where I assist with the payments and reporting.
I can also help you in setting up your employee benefits, including retirement, life insurance, and medical and dental insurance plans.
I offer a wide variety of payroll solutions, including access to full service payroll, where I assist with the payments and reporting.
I can also help you in setting up your employee benefits, including retirement, life insurance, and medical and dental insurance plans.
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