Outsourced Accounting Services

“Our decision to outsource our accounting department to LVBW was based on projections of cost savings and on a comfort level that we had with your expertise. After working with Keith Bookbinder and his staff over the past few years, I want to take this time to thank you for providing professional, responsive, and value-added service that has exceeded our original expectations. When I first contracted with LVBW, my company was experiencing trouble with its accounting system and change was needed. By implementing the ideas they proposed, stability was immediately brought to my organization. After just a few weeks, the accounting operations were updated and working smoothly. Thanks to the hard work of LVBW, we now have a better sense of what is necessary to improve our company. Keith’s advice has been most helpful on numerous occasions. Yet even beyond that, I have developed a greater understanding and appreciation of the entire business process due to my involvement with LVBW.”

 

Susanne M. Kelley

President
Sienna Environmental Technologies

Health Care

“Healthworks-WNY started working with LVBW in 2007. We wanted a relationship with a firm that offered business consulting as well as tax, benefit and accounting services. Lougen Valenti Bookbinder & Weintraub provided all that and more. Through LVBW, we also developed new business relationships, including banking and legal services.

Working with LVBW, specifically Keith Bookbinder, is a pleasure. Our tax filings are always completed in a timely and accurate manner and there are no loose strings left to complete. LVBW provided us with guidance for life insurance plans for our owners, health insurance options for our entire organization, and soon we’ll be working with them on retirement savings plans for our staff.

LVBW also helped us with our software, introducing us to Quickbooks on-line which provided us with much needed organization. Now, our owners have access to accurate financial data to make sound decisions. We’re happy to recommend LVBW on both a personal and professional level. Working with them is one of the best decisions this organization has ever made.”

 

Susan Costanza

Practice Manager
Healthworks-WNY

Distribution and Manufacturing

“I love working with LVBW.  Everybody I have worked with there has been terrific. My main contact, Dan Weintraub, is smart, efficient, responsive and accommodating. He has done a spectacular job assisting us year after year with our corporate accounting and tax returns and has been a huge help on specialty issues. We couldn’t be more thrilled with the firm.

Some of the specialty issues LVBW has helped us with include a business valuation, QuickBooks setup and training, the evaluation of moving from a “C” corp. to an “S” corp., and a solution for handling multi-state wide sales tax and nexus issues. The sales tax issue was particularly challenging for us because we have customers in almost every state. LVBW went above and beyond with a thorough research of the issues and laws, clarification of them in layman’s terms, and the provision of a streamlined procedure that minimized our risk and provided me with peace of mind. I couldn’t have been more impressed.

I find their consistent quality of work and advice most valuable and would recommend them 100%”

 

Jeff Bertrand

Chief Executive Officer
JH Bertrand Inc.

Attorney

“For close to 30-years I have relied on Lougen Valenti Bookbinder & Weintraub for their input and advice to make decisions that affect my business. They provide me with great advice; a fantastic group of people to work with; a high level of personal attention; and information that is accurate and timely. I consider them to be more than our accounting firm, they are an integral part of our team.”

 

Jeffrey Freedman

Senior Partner
Jeffrey Freedman Attorneys

Construction & Real Estate Development

“We consider Lougen Valenti Bookbinder & Weintraub to be more of a business partner than a CPA firm. Whether it is investigating a new business venture or managing an existing one, their number is the first one we call. We have depended on them for support with investments, business planning, valuations, tax preparation, audits and financial statements and they have never failed us. I can’t imagine a better more ethical partner than LVBW”

 

Melissa Garman Baumgart

President
R&P Oak Hill  Development, LLC