Vision Financial Group CPAs, LLP offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.  As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.


VFG now offers "one stop set-up" for your new business.
We can make it all happen for you with just one phone call.

Click here to download the Outsourced Controller brochure

(Click Service Title For Details)

Accounting Services

Accounting Services

  • Forecasted financial statements
  • Audited financial statements
  • Reviewed financial statements
  • Compiled financial statements
  • Proforma financial statements
  • Statutory basis financial statements
  • General accounting and reporting

SSAE 16 / SAS 70 Reporting

Preparing all types of SSAE 16 / SAS 70 reporting including TypeI and Type II reports.

Audits, Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

  • Audit- an intensive examination with the highest level of assurance
  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal use.


Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Outsourced Controller

Outsourced Controller

Do what you do best, let us handle the rest!


Download our bookkeeping brochure


Outsourcing your internal bookkeeping and administrative needs can save your business time and money. No training and set up time is ever needed. You are not hiring a person; you are engaging a firm with the levels of the expertise you will need. VFG will run the financial side of your business so you can develop the sales/service sector. 


We not only take a burden from you, we give you time...time to do what you do best to accelerate your sales. We can offer you the following services at your office or handle from ours:

Accounts Payable:
1. Track open bills to be paid.
2. Prepare checks and stamp with your signature.
3. Resolve open payables with vendors.
4. Write/review employee expense reports.

Accounts Receivable:
1. Prepare custom invoice designs.
2. Prepare invoice to customers.
3. Receive deposits to offset the invoices.
4. Track open accounts receivable.

1. Prepare bank reconciliations on a bi-weekly or monthly basis
2. Keep physical record of checks, paid bills, and bank statements within a locked cabinet.
3. Equipped to secure checks avoiding fraud and internal theft.
4. Notify client with bank balances on a weekly/monthly basis.
5. Review outstanding checks monthly.
6. Set up accounts for on-line access.

1. Call in weekly payroll or download after the fact.
2. Enter summary into Quickbooks monthly.
3. Electronic review of payroll with ADP or Paychex and entry into system.
4. File quarterly and annual payroll returns.


Customer Proposals:
1. Prepare and print on letterhead any customer proposals sent to us by you, and forward it to you via fax or PDF (good for contractors).
2. Accept customer proposals and forward for your review.


Sales Tax:
1. Obtain information needed from your data to prepare.
2. File quarterly & monthly sales tax returns.
3. Process payment via internet.

Credit Cards:
1. Setup electronic download to your file in order to properly categorize transactions within your books and records.
2. Pay and summarize monthly.



1. Provide you with monthly customized reports.
2. We offer special industry monthly highlight sheets and reports upon request.


1. We can keep your company data on your choice of software.  We are highly trained on many software platforms.
2. The files can be kept on our secure servers or at your office.
3. We provide setup, training and full support.


Contact Vision Financial Group today to discuss how we can address your tax services needs.

Applied Software Solutions

Software Services

Selecting an appropriate tax advisor can be one of the most important decisions that a company can make. Our specialists have years of experience in devising and implementing aggressive tax planning strategies that can make a big impact on your bottom line. We will work year-round to keep you informed of changes in tax laws and will provide tax planning strategies to best position your company.

Vision Financial Group objectively assist clients in their software needs, from selection to setup, implementation, training and support for:

  • QuickBooks

  • Peachtree

  • Mas 90

Financial Planning

Financial Planning

Financial Planning:

Whatever stage in life you have reached, you are facing important decisions about your future. Maybe you are trying to decide when you can afford to retire. Maybe you have two young children, and you are concerned about paying for their college education. Or your parents are aging, and you would like to find out about long-term care. Perhaps you just need a second opinion about your current investments and asset allocation.

All of these decisions (and many more) can have a huge impact on your financial situation. That's why selecting an effective financial advisor has become so important.

Vision Financial Group's financial planning services include:

  • Business Owner's Private Wealth Management

  • Executive and Employee Compensation, Retirement and Benefits Planning

  • Retirement Plans

  • Tax Plans

  • 401 (k) Planning

  • 403 (b) Planning

  • College Plans

  • Estate Plans

  • Money Management

  • Profit Sharing Plans  

Business Valuation

Business Valuation

An appraisal or valuation of a business enterprise, or a fractional interest therein is an opinion as to the value of that enterprise at a particular date. The valuation enterprise can be represented by the sum of the tangible and intangible assets, net liabilities, or if the enterprises is incorporated, capital stock of one or more classes. The appraisal can be of some other interest, such as a partnership interest, or some specific intangible asset or class of intangible assets.

Our professional valuations provide you with independent and objective assessment of:

  • Investors' expectations from particular industries,

  • Products, clients, markets, brand name, competitors, suppliers and market shares;

  • The financial and trading records of your business enterprise,

  • Your business development prospects,

  • The quality of underlying assets,

  • The caliber of your management and key employees,

  • The disposability of your business or of the shares in your company

  • Industries and countries where your company operates.

Point of Sale

Point of Sale Integration

With QuickBooks Point of Sale Basic 7.0 Move beyond the cash register. Point of Sale Basic 7.0 handles your day-to-day business by automatically tracking your inventory and customers — all you have to do is ring up sales. Use POS alone or along with QuickBooks Financial Software to make accounting fast and easy. 

Get Basic 7.0 software alone or bundled with our essential hardware and create an easy-to-use solution that lets you get back to business.

Incorporation in Any State

One Stop for Starting a New Business

We can make it all happen for you with just one phone call.
• Incorporation of your new business with the State (NY, NJ and PA)
• Federal S Election (as needed)
• NJ/NY/PA S Election (as needed)
• NJ/NY/PA Registration
• Obtain a Tax ID Number with the IRS
• QuickBooks® Software

• QuickBooks® Deposit Tickets (500)
• QuickBooks® Checks (500)
• Matching Envelopes for the Checks (500)

The above services will be packaged together for one fee of $1,199

Consulting Services

Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs...) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

Tax Services

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Tax Services

Selecting an appropriate tax advisor can be one of the most important decisions that a company can make. Our tax specialists have years of experience in devising and implementing aggressive tax planning strategies that can make a big impact on your bottom line. We will work year-round to keep you informed of changes in tax laws and will provide tax planning strategies to best position your company.

Vision Financial Group's tax services include, but are not limited to, the following service areas:

  • Tax Return Preparation

  • Tax planning

  • IRS Representation

  • Financial statements

  • Bookkeeping Services

  • Outsourced accounting

  • Non for profit accounting

  • Succession Planning

  • Federal Income Tax Planning

  • Multi-state Tax Planning

  • Exit Strategies

  • Audit Defense, Reviews and Compilations

  • Compliance Services

  • Transaction Structuring

  • Legislative, Regulatory and Judicial Tax Updates

  • Estate planning

  • Retirement planning

We assist our clients by assuring their state and local tax burden is consistent with good business practices and with the states' applicable tax laws and rules. We assist clients with their state and local income based taxes, net worth based franchise taxes, transaction taxes, such as sales and use taxes, employment taxes, credits and incentives, and abandoned and unclaimed property.Because state and local issues impact virtually every company, regardless of size, a substantial portion of our business is found in every market segment - multinational companies, midcap companies, middle market and start-up companies.


Contact Vision Financial Group today to discuss how we can address your tax services needs.