Erika Lipkin Chapel Hill CPA

Erika Lipkin, CPA specializes in accounting and advisory services, with a focus on helping small businesses and individuals who require high-level services and support in translating accounting data into goals, actions and results.
“I can say without a doubt she is a unique accounting resource. As a self-starter, Erika can get to the bottom of nearly any challenge she takes on, ultimately producing quality professional financial analysis and reports which we can take confidence in.”

-Andre Haroche, Principal, Silverleaf Capital Group LLC, Stamford, CT

“Erika is one of those rare people who is always looking for – and finding – creative ways to make things better. Quite frankly, Erika has shown me how important it is to have a really good accountant on your team.”

– Lorri Gudeman, Director, Beth El Preschool, Durham, NC

“She took the time to help me understand how a truly professional bookkeeping system would work. She also took the time to understand my business so the chart of accounts truly meets my needs.”

– Teri Beckman, Owner, Skillful Means Training and Consulting, Durham, NC

Approachable

Do you seek to demystify the process of accounting or to gain a better understanding of the taxes you pay? Do you need help with your day-to-day accounting? I will patiently analyze your situation and goals and point you in the direction that aligns them with your accounting and practices, while answering all of your questions.

Ethical

I take my responsibility to the profession seriously and take pride in providing a high quality service and giving you honest feedback. Your information will always be confidential and secure with me.

Knowledgeable

Do you have a different vision for your business or yourself but need help understanding the details that can bring it to fruition? Erika Lipkin, principal of Lipkin CPA, PLLC, has over 20 years of experience in working with accounting systems, taxes and financials.

What problems would you like to solve today?

I can’t get any reports from my accounting system, and none of the numbers in there tie to my bank account balances.

Lipkin CPA can evaluate the setup of your books, provide a clean-up service, train you and answer your bookkeeping questions, or take over the bookkeeping process for you. Learn More ►

I don’t understand anything about my taxes, and my taxes are eating up so much of my income.

I will examine your tax return, explain how the calculations are made, and plan with you. Plus, I will take the time to look for tax savings you are not taking advantage of. Learn More ►

I use Quickbooks, but I am not sure that I am using it correctly. My reports aren’t that useful.

We can work together to assess whether or not you can be using your accounting software more effectively, whether it is Quickbooks or another accounting product. We can ascertain that your accounts and business objects are set up correctly. I will take the time to provide detailed feedback on your setup and processes. Learn More ►

Get in touch today.

Lipkin CPA, PLLC offers a wide variety of high quality individual and small business accounting services.

 

I would love to hear from you and offer a complimentary strategy session/initial consultation.

Accounting Services

Small Business Accounting

Outsource all or parts of your accounting function.  Take your books to the next level by having an experienced CPA help you with your accounting.

Assisted Payroll and Setup of Benefits

Are you looking for help with your payroll and reporting?  Lipkin CPA can also assist in setting up benefits for your employees and reflecting them properly in your payroll.

Evaluation of System and Procedures

Is the current accounting system not meeting your needs?  Are you thinking about a change and wondering whether your accounting system and processes will support it?

Compilations

A compilation is a CPA prepared financial statement that is more cost effective to obtain than an audit or review.

Quickbooks

QuickBooks ProAdvisor

Take QuickBooks to the next level with the help of a CPA ProAdvisor.  Together, we will determine and implement the best setup of QuickBooks for you to get the data and reports you need to measure your profitability and determine your strategy to meet your goals.

Specialized Services

Business Startup Consulting

Are you just starting your business?  Choosing the right entity and setting up your accounting structure properly is best if done from the beginning.  I offer comprehensive business startup services.

Family Office & Personal Accounting Services

Do you need help tracking your assets and developing your personal P&L? Are you wondering how much your lifestyle is costing you and how to improve the way you are managing your funds?

Tax Services

Small Business Returns

Do you need assistance with your small business’s tax return or other tax-related filings?  I can help with sales tax and payroll returns, year-end reporting, and your Schedule C if you are a sole proprietor or Single Member LLC.

Individual Returns

A hands-on approach to preparing tax returns with recommendations to maximize your savings.

Non-profit Returns

Annually your non-profit is required to file an information return. I’ll choose the correct form 990 for your non-profit.

Get In Touch

I would love to hear from you!  Please fill out this form, or e-mail me directly at erika@lipkincpa.com and I will get in touch with you shortly.

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