Financial Services by:
 Dougherty Financial Consultants

With offices in Philadelphia and South Jersey,  the Certified Public Accountants (CPA’s) at Dougherty Financial Consultant’s provide comprehensive accounting, bookkeeping, tax preparation, payroll processing as well as a variety of personal and business insurance products. We are committed to meeting all your financial service needs as an individual and/or business owner. CPA 08088

 

 We are experts in small business accounting, offering innovative solutions to all your small business bookkeeping services, tax accountant, payroll services and business insurance needs. At Dougherty Financial Consultant’s, we take pride in providing the value our clients expect and deserve.

 
Jacquey Dougherty has been a C.P.A. in Pennsylvania since 1978 and in New Jersey since 2009. She is a Licensed Insurance Producer in Pennsylvania and New Jersey since 1999. She is also a Certified Senior Advisor since 2004.

CPA tax preparation and retirement plan for small business. To do bookkeeping by bookkeeper or book keeper. What is bookkeeping? For the estate plan and how do I set up a business?CPA 19145


Philadelphia   215-462-8970                      South Jersey 609-654-7783
1625 Oregon Avenue                                                         37 Breckenridge Drive
Philadelphia, PA 19145                                        Shamong, NJ  08088
 
 
spacer picture
Financial Services Offered

Dougherty Financial Consultants offers a wide array of personalized financial services to you as an individual as well as for your Philadelphia or South Jersey area small business.  Dougherty Financial Consultants  take pride in our ability to work with you, our client to meet your specific financial needs. We understand the ever changing needs of an individual as well as a growing business. We offer products and services that are ideally suited to the nuances of life and business that are uniquely yours.  Providing services to you in the highest professional manner is of utmost importance to all of us.



Our Services

Tax Services

spacer

Dougherty Financial Consultants will lend our expertise to you as an individual or small business owner to assist in individual tax preparation as well payroll and income tax preparation and planning strategies.

Our clients do not fear the word  "Audit" as Dougherty Financial Consultants are available to be by your side to walk you through the entire process should you ever be audited.

Small Business Accounting Services

spacer

Because Dougherty Financial Consultants is a small concern we pride ourselves in meeting the highly specialized financial needs of many Philadelphia and South Jersey small businesses. Unlike some of the bigger firms we are able to offer the personal touch. We  listen to our clients needs and customize a package of financial services that can change and grow as your business grows.

Bookkeeping

spacer

 

Dougherty Financial's Bookkeeping Services Companies that hire Dougherty Financial as their outside bookkeeper include small manufacturers, retail stores, distributors, law offices and not-for-profit entities. These are just some examples of  the types of companies that may not have the need or the means to employ an on-staff bookkeeper to handle the range of routine financial services offered by Dougherty Financial, such as payroll, billing, and purchasing.

Life Insurance

spacer


Whether you are in the market for a term policy, or pure insurance coverage, or one of the many variants of whole life policies available
We at Dougherty Financial Consultants will take the guess work out of buying the right life insurance for you. We will clearly explain the various options at your disposal and advise you as to which policy our expertise has determined is right to suit your life insurance needs. we carefully guide you through the process of finding the right match for your lifestyle assuring that you will neither be over or under insured.

Home Owners Insurance

spacer

Dougherty Financial Consultants are knowledgeable as to the many home owners insurance products that are available. Finding the right coverage to meet the specific needs of your property and structure can be a daunting process to the uninformed. Rely on Dougherty Financial consultants for accurate and thorough information before choosing an insurance plan for your South Jersey or Philadelphia home.

Power of Attorney

spacer

Should you or a loved one find yourselves in the position where you may need assistance handling important financial matters such as monitoring expenses and paying bills, handling banking transactions or operating your business, Dougherty Financial Consultants can help formulate a durable power of attorney gives you the capability to name someone you trust that can handle these affairs for you.

spacer picture
spacer picture