NYC CPA & business advisors
We’re more than just an accounting firm
There are millions of CPAs who do a great job of crunching numbers and completing tax returns. Not all accountants are great consultants. We are both.
- Free initial consultation
- Monthly advisory meetings
- Serving NYC, Westchester & NJ
30+
Years serving NY & NJ businesses
20+
Years of CFO and board experience
Monthly
Proactive check-ins with clients
What we do
Accounting, tax and advice in one firm
Services designed to make your job easier and give you more time to focus on building your business.
Financial and Tax Planning
A wide variety of accounting, tax, management consulting and financial management services tailored to your business, so you have more time to focus on building it.
Business Consulting and Management
Management consulting and strategic planning for corporate and small business clients, customized to your needs, with the convenience of working with one firm.
Incorporations, Startups, and New Ventures
Two of the most important aspects of starting a business are a sound business plan and sufficient working capital. We’re here to advise you.
Our services
How we help your business grow
Cash Flow Analysis
Learn about cash flow analysis so you can make more informed decisions on the operating, investing, and financing activities of your organization.
Performance Measurement
Learn and see the benefits of tracking and optimizing the performance of you and your organization.
Strategic Planning
Define your organization’s strategy and make decisions to allocate its resources to pursue this strategy.
Organizational Planning
Establish and pinpoint short-term and long-term objectives, and formulate and monitor specific strategies to accomplish them.
Business Building
Learn the fundamentals of building and operating a successful business.
Executive Coaching
Enhance your leadership capacity and facilitate a higher level of performance for you and your organization.
About Heller Associates
Experience from both sides of the table
William Heller is a Certified Public Accountant with over twenty years’ experience as a board member and Chief Financial Officer of an international manufacturing company, and is a former partner in a public accounting firm.
We take the time to understand your business and make recommendations accordingly, on a monthly or bi-monthly basis.
- Accumulation
- Taxation
- Business planning
- Estate planning
How we work
Proactive, not reactive
Free consultation
We talk through your business, goals and current numbers. No cost, no obligation.
Understand your business
We sit with you to learn how your business runs before we recommend anything.
Plan and advise
Tax, cash flow and strategic planning tied together in one plan.
Meet regularly
Monthly or bi-monthly meetings catch issues before they become problems.
Case studies
Our Projects
FAQ
Common questions
Is the first consultation free?
Yes. Contact us for a free initial consultation to discuss how we can bring our expertise to your business.
Where do you work?
We serve businesses in New York City, Westchester and New Jersey.
How often will we meet?
We meet with clients on a monthly or bi-monthly basis, so we can be proactive about issues before they become problems.
Do you help new businesses and startups?
Yes. We help with incorporations, startups and new ventures, starting with a sound business plan and sufficient working capital.
Free initial consultation
Make Heller Associates your trusted adviser
Contact us today for a free initial consultation to discuss how we can bring our expertise to your business. Call (646) 327-3742.