Our Services

At Lipkin CPA PLLC, we provide a full range of accounting, tax, and financial management solutions designed to simplify your finances and strengthen your business performance. From small business bookkeeping to strategic CFO advisory, our team delivers accuracy, insight, and peace of mind—so you can focus on what you do best.

Accounting Services

Our Accounting Services are built to keep your business running efficiently and financially sound. We offer comprehensive bookkeeping, financial reporting, and reconciliation services tailored to your company’s size and structure. Whether you need ongoing monthly support or one-time accounting cleanup, we ensure your books are accurate and compliant.

We also assist with payroll processing, QuickBooks setup and optimization, and system integration to streamline your workflow. As certified QuickBooks ProAdvisors, we help you leverage technology for smoother operations and better reporting. Our accounting packages—Start, Optimize, Build, and Advise—make it easy to choose the level of support that matches your needs and budget.

Key services include:

• Bookkeeping and monthly reconciliations

• Financial statement preparation

• Payroll setup and management

• QuickBooks training and support

• Accounting system cleanup and optimization

Tax Services

Our Tax Services are designed to eliminate stress and maximize savings. We provide expert tax preparation for individuals, businesses, and nonprofits, ensuring every return is filed accurately and on time. But we don’t stop there—our proactive tax planning strategies help minimize liabilities and identify opportunities to reduce your tax burden throughout the year.

We stay up to date with the latest IRS regulations and North Carolina tax laws to help you make informed financial decisions and avoid surprises come tax season.

Key services include:

• Business and individual tax preparation

• Tax planning and strategy development

• Quarterly tax estimates and compliance support

• IRS correspondence and audit assistance

Controller & CFO Services

When your business grows beyond basic bookkeeping, our Controller and Fractional CFO Services provide the insight and direction you need to make confident financial decisions. Acting as your outsourced financial leadership team, we offer detailed budgeting, forecasting, and performance analysis that align with your long-term goals.

Our goal is to transform your financial data into actionable insights—helping you improve cash flow, reduce expenses, and scale sustainably.

Key services include:

• Budgeting and forecasting

• Strategic financial planning

• Cash flow analysis and reporting

• Process automation and system design

• Financial oversight and advisory

Your Trusted Durham and Cary CPA Partner

At Lipkin CPA PLLC, we’re more than accountants—we’re your financial partners. We combine accuracy, strategy, and personal attention to help you achieve long-term success. Whether you’re a startup, growing business, or established organization, our team provides the clarity and confidence you need to move forward.