CPA & Advisory Services for Small Businesses
Virtual, nationwide CPA services with the personalized attention your business deserves. From monthly bookkeeping to tax planning and advisory, Cloonan & Associates delivers big-firm expertise with a small-firm commitment to every client.
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Tell us how we can help and we'll be in touch within one business day.
How can we help?
Our Services
Accounting, Tax & Advisory Services
Accounting & Bookkeeping
Accurate monthly books, financial statements, sales tax filings, and system setup for small businesses, nonprofits, and local governments.
- Bookkeeping
- System Development
- Sales Tax
- Budgeting
Tax Advisory
Year-round planning and preparation across federal, state, and local taxes for businesses and individuals.
- Business Tax Prep
- Estate & Gift Tax
- Nonprofit Tax
- Sales & Use Tax
Business Consulting
Fractional CFO, client advisory services, and practical consulting to help you make better business decisions.
- Remote CFO
- Advisory Services
- Start-Up Advisory
- Strategic Planning
Why Cloonan & Associates
Your Business Deserves More Than a Seasonal CPA
Personalized Attention
You work directly with William Cloonan, CPA - not a junior associate or seasonal temp. Every client gets hands-on attention from an experienced professional who knows their business.
Virtual Nationwide Service
Based in Ford City, PA, but serving clients across all 50 states. Modern cloud-based tools mean you get big-firm capabilities without leaving your office.
Small Business Specialist
We focus exclusively on small businesses, contractors, nonprofits, and local governments. Our services are built around the challenges you actually face.
Trusted Experience
CPA-licensed in Pennsylvania, member of the AICPA, and trusted by businesses for accounting, tax, and advisory services since 2018.
Industries
Specialized Expertise for Your Industry
About
Meet William Cloonan, CPA
William Cloonan founded Cloonan & Associates, PC in 2018 with a straightforward goal: give small business owners the same quality of accounting and advisory support that larger companies take for granted.
As a Certified Public Accountant licensed in Pennsylvania and a member of the American Institute of CPAs (AICPA), William brings the credentials and technical expertise that businesses need to make confident financial decisions.
His philosophy is simple: every client deserves personalized, hands-on service from a CPA who genuinely understands their business. That means no hand-offs to junior staff, no generic advice, and no surprises when the bill arrives.
Client Reviews
What Our Clients Say
FAQ
Frequently Asked Questions
Do you work with clients outside Pennsylvania?
Yes. While our office is in Ford City, PA, we serve small businesses in all 50 states through virtual meetings, cloud-based accounting software, and secure document sharing. Geography is never a barrier to working with us.
What does it cost to work with a CPA?
During your initial consultation we will review your needs and provide a clear quote up front. We believe in transparent pricing with no surprises or hidden charges.
How do I get started as a new client?
Start by booking a free consultation through our website or calling our office. We will learn about your business, discuss your goals, and recommend a service plan that fits your situation.
Do you offer a client portal?
Yes. Every client gets access to our secure online portal where you can upload documents, sign forms electronically, view invoices, and communicate directly with our team at any time.
How do you keep my financial data secure?
We use bank-level encryption for all data transfers, work exclusively with SOC 2-compliant software platforms, and follow strict internal protocols for document handling and access control.
Ready to Get Started?
Take the first step toward organized finances, proactive tax planning, and a CPA who truly understands your business. Book a free consultation today or reach out to learn how we can help.