717 352-3737
Ocker & Associates, PC
Pennsylvania business owners meeting with Ocker Accountants to discuss transparent pricing for accounting services
We ensure we're the perfect fit for your accounting needs.

The right accounting team for you

Each individual and business is different. We make certain we understand your situation to confirm our services will meet the requirements you deserve.
How we partner with our clients

Our onboarding process

At Ocker & Associates, we determine if we’re the right fit for you with our 3-step onboarding process. From your first contact with us to becoming our client, supporting you with the best accounting and advisory service is our goal.

Our procedure begins with an initial meeting to discuss our services and expectations. Next, we gather documentation from you to assess your situation and ensure our team can provide the support you need. If we agree that our partnership would be beneficial after careful consideration of your information, we will present a proposal to you that outlines our strategy with pricing that reflects the level of service you will need.

Ocker Accountants three-step process infographic showing initial meeting, documentation gathering, and proposal presentation

Service tiers to fit your business

From basic business to premium and elite levels, we provide our services in tiers that offer customization with add-ons to meet your specific needs.

Essential

Premium

Elite

Monthly bookkeeping
Keeping your books up-to-date by recording and classifying your income.

 yes yes yes

Bank and credit card reconciliations
Ensuring your balances are correct by reconciling your book balances to your bank and credit card balances.

 yes yes yes

Prepared financial statements
Providing financial statements generated from your accounting software.

yes
By the 28th day of the month following month-end.

yes
By the 20th day of the month following month-end.

yes
By the 15th day of the month following month-end.

Annual tax projection
Estimating your tax outcome for the coming tax season.

 yes yes yes

Business tax return
Preparing your business’ annual income tax return.

 yes yes yes

Personal tax return
Preparing the business owners’ personal tax returns. (Billed separately)

 yes yes yes

Weekly bookkeeping
Enhanced timeliness and accuracy of your books by updating your income, expenses, and adjusting entries weekly.

 yes yes

Quarterly meetings
Quarterly video meetings to review your business’ financial performance.

yes
With your client controller assigned to your account

yes
Advisory meetings with your account’s CFO

Quarterly reporting
Key performance indicators and analytics to analyze the financial health of your company.

 yes

Monthly meetings
Monthly video meetings to review your business’ financial performance. (On non-quarterly months.)

yes
With your client controller assigned to your account

Add-Ons

Add any of the following services to customize your tier:

Sales tax filing

Filing your state sales tax returns at your required frequency and remitting payments due.

Live payroll

Getting your employees paid via direct deposit, escrowing and remitting payroll taxes, and filing your payroll tax returns, as well as providing annual W-2s.

Bill pay

Scheduling payments due to your vendors.

1099s

Preparing, filing, and sending 1099 forms to your payees and contractors as required.

Semi-weekly bookkeeping

Updating your books twice a week instead of once a week. (For Elite clients only.)

Ready to engage with a team who prioritizes you?

Please fill out and submit our form with your business information, and we'll reach out to you as soon as possible to schedule a meeting.
Business Information Form