Bookkeeping & Support

Lear & Pannepacker, LLP offers a wide range of accounting and bookkeeping services that can be tailored to meet your needs. We have an in-house team that consists of full-charge certified bookkeepers (CB) and support staff that provides flexibility to satisfy your accounting requirements. We provide confidential on-site and off-site services to meet your specific goals. Our focus is to relieve you of the time-consuming task of keeping full, accurate and up-to-date business and individual records, help to manage cash flow, assist with necessary tax filings, deliver reliable records for financial planning, and provide you with a place to safeguard your records off-site as needed. It is our goal to customize a package to suit both your needs and budget.

Financial Management

  • Bank reconciliations
  • Bill paying
  • Bookkeeping
  • Budgeting
  • Monthly/quarterly reporting
  • Payroll administration
  • Preparation of 1099s
  • Sales tax compliance

Planning, Strategy, and Execution

  • Administrative support services
  • Estate and trust tax planning and compliance
  • Individual and business tax planning and compliance

QuickBooks Services

QuickBooks is an ideal, user-friendly accounting software for small to mid-sized business owners, as well as families and individuals, to track income, expenses, assets, and liabilities. It also provides a wide variety of customizable reporting options to aid in year-end tax return preparation and financial planning. Our team can assist you with the setup, implementation, and support of your QuickBooks Desktop or Online file.

Benefits To Our Clients

  • Improved visibility and organization of revenues and expenses
  • Increased efficiency and accuracy with preparation of tax returns
  • Secure and safe documentation storage

Our team understand the diverse needs unique to each individual, family, and business, and therefore customize our services accordingly. Our professionals and experienced bookkeepers are ready to address the variety of your back-office needs.

Meet Our Team

Denise Brodel

Full Charge Bookkeeper

Nancy DeSandre

Full Charge Bookkeeper

Lori Bertoldo

Full Charge Bookkeeper

MAKE AN APPOINTMENT

Our tax service professionals are available to answer any questions you may have!

Fill out the form or give us a call and we’d be happy to assist you.