Your Partner in Financial Growth
Popa & Associates, PC is a certified public accounting (CPA) firm that has been providing expert financial guidance to businesses, financial institutions, non-profits, and individuals for over 30 years. Our firm is dedicated to helping clients maintain financial viability in the present while proactively working towards achieving future financial goals.
Our team of experienced professionals specializes in developing tax planning strategies for businesses and business owners, retirement planning, and auditing and accounting services. We are committed to providing personalized service and building long-lasting relationships with our clients. Our mission is to help clients achieve their financial goals by providing outstanding service, expertise, and professionalism.
Our Values
At Popa & Associates, PC, we pride ourselves on our dedication to the following three underlying principles:
1. Integrity: We hold ourselves to the highest ethical standards and always act in the best interests of our clients.
2. Expertise: Our team is highly trained and knowledgeable in our field, ensuring that we provide expert financial guidance to our clients.
3. Client Satisfaction: We strive to provide the best possible service for our clients and are committed to exceeding their expectations.
Business Services
We offer a wide range of services to help businesses succeed, including:
- Business Accounting: We handle all of your accounting needs so you can focus on running your business. Our services include bookkeeping, financial statement preparation, and more.
- Business Valuation: We provide objective analysis to help you determine the value of your business. This information can be useful for a variety of purposes, including mergers and acquisitions, estate planning, and shareholder disputes.
- Financial Planning for Businesses & Individuals: We specialize in retirement and estate planning designed to help you meet your financial goals. Our services include investment management, tax planning, and more.
- New Business Formation: We can help you get your business off the ground by ensuring that it is set up correctly. Our services include business plan development, entity selection, and more.
- Tax Planning: We can help you keep more of what you earn by developing tax planning strategies that are tailored to your business. Our services include tax preparation, tax planning, and more.
- CFO Services for Small Businesses: We provide objective analysis to help your business increase profits and cut costs. Our services include financial forecasting, budgeting, and more.
Credit Union Services
We provide auditing and consulting services for credit unions of all sizes. Our team has extensive experience working with credit unions and is committed to helping them maintain financial viability and achieve their goals.
Contact Us
If you have any questions or would like to learn more about how we can help you, please don't hesitate to contact us. We offer a free consultation to determine how we can best serve you and look forward to the opportunity to work with you.
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