Cloonan & Associates, PC
Big-firm expertise, small-firm commitment - for businesses that deserve both.
Hours
- Mon
- 8am - 6pm
- Tue
- 8am - 6pm
- Wed
- 8am - 6pm
- Thu
- 8am - 6pm
- Fri
- 8am - 6pm
- Sat
- Closed
- Sun
- Closed
Your CPA, Not a Call Center
Every client works directly with William Cloonan, CPA - not a junior associate or seasonal temp. Founded in 2018, Cloonan & Associates is built around the idea that small business owners deserve the same quality of accounting support that larger companies take for granted.
The firm serves small businesses, contractors, nonprofits, and local governments across all 50 states through a virtual-first model powered by cloud-based tools and a secure client portal. Licensed in Pennsylvania and an AICPA member, the firm delivers big-firm capabilities without the big-firm runaround.
What We Do
Accounting & Bookkeeping
Monthly bookkeeping, financial statement preparation, accounting system development, sales tax preparation and filing, budget development and review, and specialized nonprofit and local government accounting.
Tax Advisory
Business and personal tax preparation, estate and gift tax planning, sales and use tax consulting, nonprofit tax services, and federal, state, and local tax consulting.
Business Consulting
Remote CFO services, client advisory, start-up advisory, strategic planning, regulatory compliance advisory, and data analytics.
Who We Work With
Construction & Contractors
Job costing, project-based accounting, and financial planning for contractors of all sizes.
Medical & Dental Practices
Revenue recognition, compliance, and financial management tailored to healthcare providers.
Real Estate Investors
Depreciation management, entity structuring, and tax strategy for property portfolios.
E-Commerce & Online Businesses
Sales tax nexus, multi-state compliance, and bookkeeping for digital-first businesses.
Nonprofits
Fund accounting, grant compliance, and tax-exempt reporting.
Local Government
GASB-compliant accounting and financial reporting for municipal entities.
How It Works
1. Free Consultation
Schedule a no-obligation conversation to discuss your business needs and goals. You'll get a clear picture of how the firm can help - and transparent pricing upfront.
2. Onboarding
Documents are exchanged securely through the client portal. Bank-level encryption, SOC 2-compliant platforms, and strict access controls keep your data safe.
3. Ongoing Partnership
This isn't a seasonal relationship. Cloonan & Associates provides year-round advisory support so you're never left guessing between tax seasons.