Baum Smith & Clemens

Firm Profile: Baum, Smith & Clemens, LLP

Baum, Smith & Clemens, LLP is a certified public accounting firm located in Harleysville, Montgomery County, PA. Our focus is to assist businesses and individuals in achieving success and profitability in their financial goals by providing cutting-edge services, including Accounting Services, Tax Services, Auditing Services, and Business Advisory Services. Established in 1973 by Richard W. Baum and his former Partner Jerry Lawrence, our accounting firm has a rich history of providing exceptional financial services to clients both locally and globally.

Our Team of Experienced CPAs

The team at Baum, Smith & Clemens specializes in assisting established and start-up businesses in the industries of construction & real estate, health care, manufacturing, and not-for-profit. Our fine CPAs are members of the Pennsylvania Institute of Certified Public Accountants (PICPA) and the American Institute of Certified Public Accountants (AICPA). Baum, Smith & Clemens is an active charter member of the Private Company Practice Section (PCPS) of the AICPA and also holds memberships in the Tax, Management Consulting Services and Information Technology Sections of the AICPA. Our firm is also a member of CPAmerica, Inc.; one of the largest associations of CPA firms in the United States. To be considered for membership in CPAmerica, firms must pass a rigorous quality review. Only those firms with the highest performance standards in all practice areas are selected.

Our Services

• *Accounting Services*: Our Accounting Services include Agreed-Upon Procedures, Cash Flow Projections, Bookkeeping, Budgeting, Financial Statements Reviews, Compilations and Preparation of Financial Statements. We help maximize our client's profitability and efficiency with constructive solutions.

• *Auditing Services*: Our Auditing Services include Financial Yellow Book Office of Management & Budget (OMB) Guidance and Financial Forecasts & Projections. Our team of CPAs is enthusiastic about providing the most up-to-date auditing services available today, and they offer the support our clients need for their financial success.

• *Business Advisory Services*: Our Business Advisory Services include Employee Retirement Income Security Act (ERISA) Business Advisory Services, Retirement Planning, Succession Planning, and Consulting. Our experts can help clients plan for their businesses' needs today and down the road and utilize our expertise to succeed in their business goals.

• *QuickBooks Services*: Our QuickBooks Services include Bookkeeping Installation & Set-Up. Our experts can help clients take the guesswork out of their accounting software and make the most of their QuickBooks software.

• *Tax Services*: Our Tax Services include Return Preparation and Planning. Our experts can ensure taxes are correct, and deductions maximized, to help clients save money and achieve their financial goals.

Our Mission

Our mission is to assist our clients in achieving their goals by providing the best tax, accounting, and management advisory services and by contributing to the growth of our employees, our profession and our community while continuing to cultivate the personal relationships which represent the foundation of our progress.