Feltre & Co. CPA: Comprehensive Company Profile

Background

Feltre & Co. CPA is an independent accounting firm dedicated to delivering personalized, proactive, and expertise-driven financial services. The firm's mission is to provide strategic tax, accounting, and advisory solutions that empower individuals and businesses to achieve financial clarity, efficiency, and growth. By emphasizing a client-first approach, Feltre & Co. CPA ensures that each client receives tailored strategies aligned with their unique financial goals.

Key Strategic Focus

The firm's strategic focus encompasses a comprehensive suite of services designed to address the diverse needs of its clientele:

Accounting & Bookkeeping: Offering accurate financial management for businesses of all sizes, including bookkeeping, financial and management reporting, sales tax filings, QuickBooks training and setup, and year-end reviews.

Financial Advisory Services: Providing proactive strategies for business growth, cash flow management, and tax efficiency through fractional CFO services, cash flow analysis, budgeting and forecasting, goal setting, and small business tax reduction services.

Auditing & Reviews: Ensuring financial integrity with services such as financial statement compilations, reviews and audits, 401k audits, and SOC 2 audits in partnership with Cougar Clan.

Business Solutions: Assisting clients with entity formation, evaluations, and strategic consulting to foster business growth, including business formations, evaluations, S-Corp election analysis, business consultation, and LLC formation and structuring.

Tax Services: Delivering comprehensive tax planning, filing, and compliance for individuals and businesses, covering individual tax preparation, estates and trusts, partnerships, C-Corporations, S-Corporations, and tax planning and projections.

By integrating these services, Feltre & Co. CPA aims to be a holistic financial partner, guiding clients through complex financial landscapes and supporting their long-term success.

Leadership Team

Anthony Feltre, CPA, CMA®, FMVA®
President & CEO
Anthony Feltre leads Feltre & Co. CPA with a wealth of experience in tax strategy and financial advisory. He holds certifications as a Certified Public Accountant (CPA), Certified Management Accountant (CMA®), and Financial Modeling & Valuation Analyst (FMVA®). Anthony earned his Bachelor of Arts in Economics from Drew University and his Master of Science in Accounting from Fairleigh Dickinson University. Prior to founding the firm, he served as Manager of Global Consolidations and SEC Reporting at Bausch Health Companies, a global leader in the specialty pharmaceutical industry with $8 billion in revenue. In this role, he honed his skills in complex financial reporting and international business operations.

Competitor Profile

Market Insights and Dynamics

The accounting and financial advisory industry is characterized by a competitive landscape with numerous firms offering a range of services from basic bookkeeping to complex financial consulting. The market is driven by the increasing complexity of tax regulations, the need for strategic financial planning, and the demand for personalized client services.

Competitor Analysis

Feltre & Co. CPA operates in a market alongside several key competitors, including:

Large Accounting Firms: National and international firms offering a broad spectrum of services, often catering to larger corporations.

Regional CPA Firms: Mid-sized firms providing personalized services with a regional focus.

Boutique Firms: Specialized firms focusing on niche markets or specific services, offering highly tailored solutions.

Feltre & Co. CPA differentiates itself by combining the personalized attention of a boutique firm with the comprehensive service offerings typically found in larger firms. This approach allows the firm to cater to a diverse client base, including individuals, small to midsize businesses, and estates.

Strategic Collaborations and Partnerships

To enhance its service offerings, Feltre & Co. CPA has established strategic partnerships, notably with Cougar Clan for SOC 2 audits. This collaboration enables the firm to provide specialized audit services that meet industry standards for data security and compliance.

Operational Insights

Feltre & Co. CPA's operational strategy focuses on delivering high-quality, personalized services that address the unique needs of each client. The firm's proactive approach ensures that clients are well-prepared for financial challenges and opportunities, fostering long-term relationships built on trust and transparency.

Strategic Opportunities and Future Directions

Looking ahead, Feltre & Co. CPA aims to expand its service offerings and client base by leveraging its expertise in tax strategy, financial advisory, and business solutions. The firm plans to continue investing in technology and professional development to stay ahead of industry trends and provide innovative solutions to clients.