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Certified Public Accountants in Philadelphia, PA

5.0
1 review

Bilardo & Associates, LLC is a full-service certified public accounting firm headquartered in Center City, Philadelphia. We offer accounting, auditing, financial statement preparation, bank negotiations, business consulting, litigation support, tax services, and IRS representation to high net-worth individuals and businesses.

 

Our mission is to exceed your expectations. We recognize your company has unique goals that we can help you achieve through providing essential information, keeping current on evolving rules and regulations, and anticipating and responding to these changes in a timely way. Your success is our success, and we'll be there for you every step of the way.

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Undisclosed
 
Undisclosed
 
10 - 49
 Founded
1997
? These data points are estimates provided by the Clutch team. Each data point can change at any time and is subject to the company’s discretion once they claim ownership over their Clutch profile.
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Philadelphia, PA
headquarters
  • 123 South Broad Street, Suite 1835
    Philadelphia, PA 19109
    United States
    +1.215.985.3900

Focus

? These focus breakdowns are estimates provided by the Clutch team. Service line and focus breakdowns can change at any time and are subject to the company’s discretion once they claim ownership over their Clutch profile.
Service lines
  • Tax Preparation
  • Payroll Processing
  • Bookkeeping
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Reviews

5.0
1 review
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Tax Accounting & Financial Consulting for Marketing Agency

"Bilardo & Associates LLC understands the challenges that small business owners face firsthand."

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5.0

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$50,000 to $199,999
 
Apr. 2016 - Ongoing
Project summary: 

Bilardo & Associates LLC provides accounting services for a digital marketing agency and a booking company. They handle taxes, monitor cash flow, and assume the duties of an outsourced controller.

The Reviewer
 
1-10 Employees
 
Philadelphia, Pennsylvania
Brendan Walsh
Founder & Principal, Mole Street
 
Verified
The Review
Feedback summary: 

Bilardo & Associates LLC is a reliable outsourced partner for all things accounting. The team couples its local presence with a high level of small-business experience and accounting expertise. Regular communication and a drive to constantly improve make for a smooth collaboration.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the co-founder and principal of Mole Street and Mole Street Artists. The first is a digital marketing agency, the second an entertainment booking company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Bilardo & Associates LLC?

We needed outsourced accounting services.

SOLUTION

What was the scope of their involvement?

We use Frank (Managing Member) and his team in a bunch of ways. They’re not only handling our tax and accounting needs but also acting as an outsourced controller. They managed our accounts payable and account receivable, help us with cash management, and monitor in real time how we spend our resources.

What is the team composition?

We work with Frank and Jesse (Associate), who’s our account manager. 

How did you come to work with Bilardo & Associates LLC?

We’ve been outsourcing our accounting since we first started our company in 2011. We had another service provider before Bilardo & Associates LLC, but we were referred to Frank through one of our advisors, who was in the financial services space. 

One of the reasons we really like working with them is because Frank owned some retail businesses before he became a full-time accountant. Bilardo & Associates LLC understands the challenges that small business owners face firsthand, from getting a line of credit to having to change salaries based on cash flow.

How much have you invested with them?

We spend about $18,000 per year.

What is the status of this engagement?

The partnership started in April 2016 and is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

When it comes to submitting invoices, setting up recurring payments, everything insurance-related, you name it, he’s been a reliable partner for us.

How did Bilardo & Associates LLC perform from a project management standpoint?

We keep in touch once a week, emailing back and forth. We even created an email account for their team under our company domain. 

What did you find most impressive about them?

Their flexibility stands out to us. They’re small and hands-on enough that they can take feedback when we can ask them to make a change. They’re not too rigid that they can’t adapt: they’ve seen it all. When we work together, Bilardo & Associates LLC feels like the adult in the room.

We also like the fact that their team is local. We can send them checks to deposit for us. We could get support and analysis from other people, but the fact that they’re located near our headquarters means we can run over there if need be.

Are there any areas they could improve?

No, I’m happy with his team. They’re always striving to improve.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer
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