George Peter Klee CPA, LLC offers a wide variety of accounting and tax preparation services in Rochester, NY and the surrounding areas. We know that both businesses and individuals can achieve their goals by taking sensible steps. We can eliminate the weekly hassle of payroll for your firm by managing this responsibility for you with professionalism, confidence and honesty. You may be new to our firm, or an existing client exploring our payroll services. We pledge to provide you with timely, accurate information and follow through. As your business partner, we understand your need to save time and we will work with you to find effective and valuable solutions for your business needs.
Meeting with your accountant. On your list of favorite things to do on a regular basis, meeting with your accountant probably falls somewhere near the bottom. If it makes the list at all. Not a surprising fact, since preparing for those meetings usually saps virtually all of your time. Time you could and should be spending on other, more pressing things. Which is why your first meeting with Thaney & Associates will seem so unusual. Sure, when we roll up our sleeves to really get into all aspects of your financial situation, we'll need the same facts, figures and documents any accountant would. But before we do that, we'll sit down with you to talk about pretty much everything but finances. Delving into every aspect of your business to gain a thorough understanding of your products or services, your research and development process, your manufacturing processes, as well as your distribution channels, marketing strategies and tactics...
At Ethical Bookkeeping Solutions, we believe that trust, transparency, and integrity are the foundation of every strong business relationship. Whether you’re a business owner, a solo entrepreneur, or growing fast, we’re here to support you with precise, reliable, and ethical bookkeeping services that make your life easier and your finances clearer. Our mission is simple: To help you focus on what you do best—while we handle the books with honesty, care, and precision. From balancing books to preparing for tax season, you can count on us for consistent, dependable service. No confusing jargon, no hidden surprises—just clean books and peace of mind. Let’s build your business on solid financial ground, together.
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We are a full-service CPA firm that is client-focused and technology-fueled. The partners of Welker, Mojsej, & DelVecchio are industry veterans with over 75 years of collective expertise, rooted in financial fundamentals and smart-growth strategies. From individuals to SMBs and large corporations, we handle all accounting and bookkeeping needs, as well as tax preparation, financial statements, consultation, business valuations, retirement plan design, and estate & succession planning.
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We provide assistance in the following areas: Investment Advisory Services Hourly Consulting Flat Fee Consulting Retirement Plan Implementation & Maintenance (401(k), SIMPLE IRA, SEP, Solo K) Asset Allocation Wealth Management Portfolio Optimization Financial Planning Risk Management Education Funding Charitable Legacy Planning Business Succession Planning
