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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
 
 
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Our work team
Dougherty Financial Consultants
Speacializing in Small Business Accounting

In August 1999, Jacquey Dougherty opened the doors of Dougherty Financial Consultants, Inc.  She began with an insurance agency of primarily homeowners’ business and has expanded it to be an agency which can meet the needs of individual and small business clients with insurance not only for homeowners, but all personal lines and small business commercial property and casualty, health insurance, life and disability insurance and long-term care insurance.  She has focused the expansion of her business on meeting the needs of customers rather than around the expansion of products and services.



About Jacquey

 Prior to opening Dougherty Financial, Jacquey was the Executive Director for Strategic Planning for Bell Atlantic Corporation (now Verizon).  In that position, Jacquey was a major influence in the direction of the corporation’s senior officers’ Annual Planning Meetings from 1994 through 1998.  She was instrumental in the creation of a small business strategy for the corporation with highly successful results.  Jacquey was involved in many of the acquisitions made by Bell Atlantic in the years 1987 through 1998 including New Zealand Telecom and NYNEX.  She started her career with Bell Atlantic as a Tax Specialist where she created an interactive financial model to assess the impacts of various tax legislation proposals under the Reagan administration to the Bell Atlantic business.  She then adapted that model to assess the impact of acquisitions, dispositions and other business development proposals.


More than 30 Years of Accounting Experience

Jacquey began her career with Deloitte Haskins and Sells (now Deloitte & Touche) in Philadelphia as a staff accountant in the audit department.  She quickly moved to the tax department of the firm and achieved major tax savings with research and development credits for a medium-sized publicly traded manufacturing client and with rehabilitation credits for a privately-held corporate client.



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Who we are
A few words about us


 Dougherty Financial Consultants specializes in offering the financial services to small businesses and individuals who do not have the ability, time or resources to provide these services for themselves. We offer the small business maximum flexibility as well as the highest professional service in a one-stop shopping type of environment for financial needs. We offer a full array of insurance, accounting, tax and financial services to keep our clients’ businesses running in a competitive market or to keep their personal financial profile from interfering in their leisure time. Dougherty Financial has over 30 years experience in accounting, tax, insurance and financial planning services and has significant “Big Eight” accounting experience, thus providing our clients with a wealth of financial knowledge.

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