Phoenixville, PA 19460
 (484) 802-4698
joepughea@outlook.com
Joseph G. Pugh E. A.
aka JP Bookkeeping & Tax of Phoenixville


The Language of Business
Accounting is a fine art.
In order to serve a client properly, whether the client is an individual or a business, the accounting provider must understand the unique needs and circumstances that apply to the situation. Every writeup service, every tax return and every financial report needs to be custom tailored to the client's financial circumstance. That is why I take a very personalized approach, talking at length with the client to ensure the right fit with the business. If your needs fit my qualifications as described on this website, contact me and let's talk!
 
 -  Joe
 
Good Accounting and Tax Planning is a year-round activity.
Keeping good financial records can be a nuisance and is often done late if at all. However, whether you are a business owner or simply an individual trying to live within a  budget, you may need help.  With twenty years of accounting experience and a lifetime of dealing with financial reality, I can help. Here are some of the ways my practice can save you time, money and aggravation.
  • Receivables & Payables Processing
  • General Accounting Data Entry
  • Monthly Reconciliation
  • Payroll Processing
  • General Ledger Review & Adjustment
  • Cash Management Controls
  • Cost Accounting, Cost Analysis
  • P&L, Balance Sheet Monthly Reporting
  • Cash Flow & Budget Analysis
  • Customer/Client Invoicing
  • Full-Charge Bookkeeping Services
  • QuickBooks Training
Personal Attention 
Client Participation
Professionalism
Small Business
I've been a schedule C sole proprietor for years. I know what it's like! It is a hassle to try and track every sale and purchase when you could be out growing your business. Many business owners procrastinate...and regret it later. My bookkeeping service can track all this for you via electronic communication, and provide monthly reports and basic financial analysis as well. As an Enrolled Agent I can prepare your tax returns and represent you to the IRS if the need ever arises. A stitch - or a buck - in time saves nine!
Non-Profits
I have 15 years hands-on experience with non-profit accounting. I'll treat your mission as if it were my own!
I am familiar with GAAP rules concerning restricted funds, and can offer you general ledger review and financial analysis as well as a very useful and dynamic cash flow forecast. In addition, I am experienced with IRS form 990 preparation!
 

Tax Returns & Assistance

As a Tax Professional who is enrolled to practice before the IRS I can provide you with a complete package of tax preparation, advice and representation according to your needs. I'll take the time to work with you on any tax matter you face and be sure that you are given my undivided attention every step of the way!
  1. Individuals
    * Tax Return and Planning * Bookkeeping * Budget Support
  2. Small Business
    * Bookkeeping * Inspection and Adjustment of Books * Financial Reporting * Cash Flow Forecasting * Book to Tax Adjustments * Audit Preparation * Board Reports * Tax returns include Schedule C
  3. Non-Profit Organization
    * Bookkeeping * Inspection & adjustment fo books * Internal Control Analysis * Financial Reporting * Cash Flow Forecasting * Book to Tax Adjustments * Audit Preparation * Board Reports * Form 990 return * Audit Service Available
About Me
My qualifications include a degree in Accounting from Villanova University, over 20 years experience in the field of corporate and non-profit accounting, IRS Enrolled Agent status and years of preparing tax returns for myself, friends and family.  I would love to count you as one of them as well!
  
 
References from current and former clients/employers:
 
 
"Very professional, transparent and reliable. It is great to get Joe's assistance for our business.”
 
 - Sudip G., Pure Elegance LLC
 
“Your work ethic, intelligence and integrity were real assets to my self and my clients.”
 
 - George Fieo, CPA
 
“I could go to Joe with any question about the finances or related issues. He appeared very skillful in what he did and I respected him”
 
 - Dave L., Harvest USA
 
“Joe is one of the most intelligent persons I've ever worked with.”
 
 - David A, Accusystems
 
"You underpromise and overdeliver!"
 
 - Bryan Kravitz