Accounting & Audit

Margolis & Company provides the following services in accordance with professional standards established by the American Institute of Certified Public Accountants. Our peer reviews have consistently resulted in unqualified reports that our system of quality controls meet the stringent standards of the AICPA. Margolis & Company also recently received a glowing report from the PCAOB (Public Company Accounting Oversight Board) and completed our tri-annual Peer Review in December 2007.

  • Audit, Review or Compilation of Financial Statements
  • Regulatory Accounting & Problem Resolution
  • Accounting System Review
  • Internal Controls Review

We plan each engagement to provide you with an efficient audit with minimal disruptions of your daily routine. Our audit will give you the necessary confidence in your financial position to enable you to make credible decisions such as future expansion, executive compensation, employee benefits, and capital needs. Margolis & Company ensures that our clients get a better understanding of what the numbers mean, and how to use them profitably.

Art Scherr, CPA heads the firm’s Accounting & Auditing Department. Art can be reached at ascherr@marg.com

Kathleen A. Lens, CPA has extensive experience in providing auditing and business advisory services to entrepreneurial businesses in a variety of industries. She can be reached at klens@marg.com

David Price, CPA has vast experience in providing accounting and business advisory services to middle-market companies. David can be reached at dprice@marg.com
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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