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OVERVIEW

Margolis & Company is a Certified Public Accounting and Business Consulting firm with almost 50 years of experience in servicing the financial needs of companies, including middle-market; entrepreneurial; closely-held; women-owned; and publicly-owned businesses, and high net-worth individuals in the greater Philadelphia area.  With a staff of over 50 professionals and a broad range of accounting, tax, litigation support, and business advisory services, we have the capabilities to tackle the most complex financial matters.  We pride ourselves, however, in being small enough to offer personalized, responsive client service.  Our long-term relationship-oriented approach has been the cornerstone of our firm’s success.

SERVICES

Many of our clients have grown from small, entrepreneurial companies to large, publicly-traded entities.  Margolis & Company has a full-range of financial services to meet our clients’ needs today and tomorrow, as their businesses change and mature.  Our portfolio of services includes:

  • Accounting & Audit
  • Business Valuation
  • Outsourced Services
  • Consulting Services
  • Forensic & Litigation Services
  • Mergers & Acquisitions
  • Tax & Compliance
  • Wealth Management & Advisory

INDUSTRIES

As a strategic partner to our clients, it is critical that we have a thorough understanding of their business, industry, and the specific challenges that they face everyday.  Through servicing our clients over the past half-century, our firm has gained a great deal of knowledge about firms that operate in the following industries:

  • Health care
  • Wholesale / Distribution
  • Not-for-profit
  • Real Estate
  • Professional Services Firms
  • Construction
  • Manufacturers

DIFFERENTIATORS

There are many accounting firms in the greater Philadelphia area.  At Margolis & Company, we differentiate ourselves from the competition through:

  • Offering a high level of principal participation
  • Giving meaningful financial advice
  • Taking an entrepreneurial perspective
  • Working as a team to tackle complex financial challenges
  • Ensuring consistency through retaining and motivating our professional staff
  • Being a technological leader in the accounting industry
“For many of our clients, we help redefine what they expect of accountants – and themselves.”