Kregel CPA Services Introduction - Starting Your Business

Advisory Services

Clearer Paths, Calmer Minds,
Confident Decisions

Surround yourself with experts who can help you get to the next level.

Entrepreneurs are visionary self-starters who roll up their sleeves and make amazing things happen. But no matter how smart, ambitious, or effective someone is as a leader, you can’t do everything alone.

That’s where Kregel & Company can help. When you have financial plans to create and decisions to make, we guide you each step of the way. With K&Co as your go-to partner for accounting and taxes, you’ll get fast, strategic advice so you can make sound choices today and set yourself up for success in the future.

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CPA Advisory Services

Take the guesswork out of starting, growing, and exiting

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Business entity and formation consulting

Learn how to choose the right business entity and structure so you can maximize growth and minimize taxes.

Back office
setup

Get expert help setting up and organizing your accounting to save time while ensuring everything is accurate, organized, and scalable.

Tax consulting

Get one-on-one advice for your unique situation, and find creative solutions that will help you navigate tax decisions, maximize savings, and maintain compliance.

Business planning

Map out a path to greater profitability and success by collaborating with our team to strengthen the nine building blocks of your “business model canvas.”

Sale or succession planning for small business owners (internal or external)

Create a thoughtful, tax-efficient transition plan that protects your legacy and sets up the next generation (family, key employees, or a new owner) for success.

Ongoing advisory support

Feel clear and confident in your decisions knowing you have an experienced team you can consult with for all financial decisions, like hiring, benefits, cash flow management, and more.

Explore Additional Services

Accounting & Payroll

Tax Planning & Preparation

How We Work

K&Co’s CPA team helps make your life easier and better. We combine care and convenience by blending hands-on guidance with organized processes and tech tools, like Xero and Dropbox. This way, you always know what’s happening and can interact with us anytime, anywhere.

See Our Approach

“A lot of people can do the numbers, but Kregel’s team can answer any question I have, run what-if scenarios, and guide us to make the best decisions.”

Aaron Vogelzang

Founder/Owner of SchoolCal

Frequently Asked Questions

What is included in K&Co’s advisory services? How much does it cost?

Business formation services start around $1,000. There are also several accounting, tax, and advisory packages to choose from, or we can work with you to customize one for your specific needs. Visit the Packages and Pricing page for details.

Do you have experience serving businesses like mine?

While K&Co has served a wide variety of companies over nearly 20 years in business, our specialty is partnering with:

Professional service firms

Creative agencies
Architects
SaaS companies
Real estate firms and syndicators

Socially conscious, service-based businesses

B Corps
For-profit service businesses with a socially conscious approach

Multiple Entities

Business owners with multiple entities and/or passthrough tax considerations
Professionals with both business and individual tax needs

Our firm is led by Scott Kregel, a CPA and Certified Exit Planning Advisor (CEPA) who has advised nearly 1,000 entrepreneurs over the past 15+ years in business.

K&Co’s customer retention rate since 2013 is 93%, and in a recent survey, 82% of our customers say they would recommend K&Co to others – more than double the industry average of >40%.

Do you work with customers outside of Philadelphia and Pennsylvania?

Yes. The headquarters for our small business accounting and payroll firm are in Philadelphia, but our team and customers are distributed across the country. All systems – from accounting and tax tools, to communication, to signatures – are completely digital, so business can be done anytime, anywhere. While we welcome seeing you in person, the vast majority of our customers interact with us solely by email, phone, and online tools.

What’s the best way to get a fast response from K&Co?

No matter how you interact with us, you can expect a fast response – usually within hours. The best way to reach us is via email.

Is my information secure when sending it via email, Dropbox, etc.?

We do not share sensitive documents via email, and we encourage you to avoid that too. Instead, our team uses secure tools like Dropbox and Adobe Sign, which have multiple layers of protection like encryption, secure transfers, and two-factor authentication.

Our team may occasionally reach out to you by phone or text, but only in the context of ongoing work you’re expecting from us. Please be cautious of any unexpected calls or messages claiming to be from K&Co or the IRS. Neither our team nor any government agency will request sensitive information through unsolicited phone calls or text messages.

You can also protect yourself by following best practices, like checking links before clicking or logging in, only making payments to people and entities you know, and turning on two-factor authentication for all online accounts.

If you ever have security questions or notice something suspicious, don’t hesitate to reach out to us. There are no silly questions, and you can never be too safe!

I still have questions. How can I reach you?

Say hello at hello@kregel-cpa.com, (215) 703-3098, or by filling out the form here.

Note: While the offices for our CPA firm are in Philadelphia and Souderton, many of our team members work remotely. If you would like to meet in person, please call or email before stopping by to confirm someone is on site.

Attentive Accountants at Your Service

K&Co’s Philadelphia CPA team serves businesses nationwide, offering the personal attention of a boutique firm with the expertise and professionalism of a large one.

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