Why Use Margolis & Company?

Principal Participation- Our principals are actively involved with our clients on an on-going basis. Two principals are assigned to every engagement: one to oversee and manage the engagement; the second as a resource who you will know and who will know your business.

Meaningful Financial Advice - Our professionals are committed to performance that will go beyond customary expectations. We believe in rolling up our sleeves and working side by side with our clients and business owners. We will investigate alternative solutions for your business and take the initiative to offer value-added services to ensure that you achieve your business goals.

Entrepreneurial Perspective- We understand what it takes to get your company moving forward to achieve its next level of performance goals. We have worked with our clients to develop strategies and tactical plans that have helped them to achieve significant growth and profitability. We help our clients to create and achieve a vision for their future.

The Team Approach - Our diversified, highly skilled principals and professional staff work together as a team to offer a variety of solutions for your business and personal financial needs.

Staff turnover Rate - Our staff turnover rate is among the lowest in the industry. That means that the professionals who work with you and gain an understanding of your business will also be there in the future to advise you.

Use of Technical Tools - We utilize state-of-the-art technology tools to efficiently perform accounting and tax preparation services. In addition, we use proprietary software to provide our clients with financial analysis and benchmarking, budgeting and forecasting, business valuations, acquisition analysis, income and estate tax solutions and personal financial planning.

Margolis & Company Fact Sheet

 

Philadelphia Office
401 E. City Avenue
Suite 600
Bala Cynwyd, PA 19004
610.667.6250

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Bucks County Office
41 University Blvd.
Suite 400
Newtown, PA 18940
215.968.5081

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