Erika Lipkin, CPA specializes in accounting and advisory services, with a focus on helping small businesses and individuals who require high-level services and support in translating accounting data into goals, actions and results. Working with me, you will find an approachable and responsive partner who seeks to understand your needs and find relevant and sustainable solutions for you.
I take a proactive approach to accounting, helping you understand how your operational and financial practices affect your bottom line now and in the future. Do you seek to demystify the process of accounting or to gain a better understanding of the taxes you pay? Do you need help with your day-to-day accounting?
I take a proactive approach to accounting, helping you understand how your operational and financial practices affect your bottom line now and in the future. Do you seek to demystify the process of accounting or to gain a better understanding of the taxes you pay? Do you need help with your day-to-day accounting?
Services
After working in a wide variety of accounting and technology roles, I realized that my true passion is working with businesses and individuals, helping them use their financial and accounting data to reach their goals. Numbers don't just tell a story that happened in the past; they can also be used prospectively to plan for the future.
Lipkin CPA provides personalized, high quality services and seeks to partner with clients to truly understand their needs and goals. Your accounting and tax needs are my number 1 priority. I'll help you demystify the process of accounting and taxation, so it is not frustrating or stressful to you. I'm approachable, patient, and helpful and enjoy making the process of accounting and reporting simple and painless for you.
Silverleaf Capital Group LLC in Stamford, CT required CFO services, complete setup of a general ledger system, annual and monthly bookkeeping reconciliation processes, and advanced reporting for several family investment vehicles and entities. Erika oversaw the accounting functions for our real estate fund as well as a variety of family office related investments and holding companies for over a decade.
As a small business owner or independent contractor, you may need some help with your accounting. I can help you take care of setting up a proper accounting system and keeping your books current on an ongoing basis, so you can focus on growing your business. I can also help as needed and work with your staff to train them to perform accounting related tasks more effectively.
If you are looking for help with your payroll and/or payroll reporting and calculations, I can assist. I offer a wide variety of payroll solutions, including access to full service payroll, where I assist with the payments and reporting. I can also help you in setting up your employee benefits, including retirement, life insurance, and medical and dental insurance plans.
Reviews (8)
Marie Pierce
Nov 15, 2020
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Erika Lipkin's attention to detail is what every business needs. She looks out for her clients and their financial well being. She utilizes her knowledge of the tax laws and helps her clients make the best decisions for their situation. I recommend Lipkin CPA services.
Marie Pierce
Owner
Resource Property Management
Marie Pierce
Owner
Resource Property Management
Gabriel Sealey-Morris
Aug 21, 2020
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Erika has been doing the books and taxes for our small family business for two years, and our experience with her has always been exceptional. Whether we meet in person or talk on the phone, she is attentive and personable. She's also very careful to explain everything she is doing, and even walk us through processes (like balancing Quickbooks) so that we can do things ourselves. She's very good at her job, keeps up to date with changes in law and technology, and if she doesn't know the answer to a question, she'll do her research and find out right away (unlike other accountants we've worked with
Lauren Meyers
Jul 12, 2020
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Tibetan Socks
Jul 08, 2020
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Positive: Professionalism
Erika is an excellent accountant and bookkeeper with whom we have worked for over a decade. Her attention to detail and patience are standout qualities. It has always been a pleasure working with Erika and she has adapted with us as the business needs have changed overtime.
Erika is an excellent accountant and bookkeeper with whom we have worked for over a decade. Her attention to detail and patience are standout qualities. It has always been a pleasure working with Erika and she has adapted with us as the business needs have changed overtime.
Evan Meyers
Jun 17, 2020
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I've had my taxes prepared by Lipkin CPA for many years now. Always honest, always fast, and always a pleasure to deal with. I've had some complex tax situations also where my options were clearly explained to me. Super diligent and helpful...not to mention all of the volunteer work that Lipkin CPA is involved with. Thanks!!!
Elaine Roberts
Jun 03, 2020
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Linda Bivins
Jun 02, 2020
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I really don't know where to begin. Erika has been working with our company in Quickbooks, for about a year, and is such a life saver for our company's books. She started out helping me with QB Desktop and then more recently with QB Online a month ago. So glad we changed from desktop to online, per her suggestion. She never pushes us into changing our way of bookkeeping; however, she will suggest or recommend a better way and we like that work style. We have found, from her recommendation, that QB Online is definitely a more secure software in protecting our company and we'll be more productive
Teri Beckman
May 30, 2020
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Erika has provided bookkeeping and accounting services to two companies in which I have ownership, one for 7 years now and another for two years. She has always been professional, very detailed oriented and helpful. She works very well with small business owners and tailors her work to meet the needs of the owner. She is a super pro with Quickbooks and understands the in and outs of real estate partnerships extremely well. I could not recommend her more strongly.
