HBK CPAs & Consultants

HBK CPAs & Consultants is an Accountant in Meadville, PA, located at 15942 Conneaut Lake Rd. The firm partners with clients to grow their business and personal wealth, offering a wide range of financial services and the broad expertise of HBK financial professionals. Their collaborative approach covers tax, accounting, audit, business advisory, valuation, financial planning, wealth management, and support services. The team includes Christopher L. Anderson, CPA, Senior Director; Jessica Donor, EA, Senior Manager; David R. Filson, CPA, MSA, Senior Manager; Travis Fox, CPA, Senior Manager; Kellie R. Hanas, CPA, CCIFP, Senior Manager; Joseph C. Ledford, CPA/ABV, CVA, CEPA, Principal and Market Leader; Trevor Martin, CPA, Senior Manager; and Donald R. Young, CPA, Principal. They serve as entrepreneurs helping entrepreneurs grow and protect their businesses.

The firm offers specialized services such as financial benchmarking, using a proprietary database to compare businesses against similarly sized companies in their NAICS code. They prepare financial statements in accordance with acceptable reporting frameworks, including preparation, compilation, review, or audit levels. For clients where regulatory requirements do not mandate GAAP, they implement other comprehensive basis of accounting (OCBOA) strategies, such as cash-basis or income-tax-basis accounting. They also provide public company audit assistance, complying with PCAOB-established professional practice standards and ethics guidelines.

Additional services include write-up services to maintain accounting and transactional information, manage accounts receivable and payable, handle payroll, and perform tax filings. The firm assists with financial transformation, internal audit consulting, operational and organizational transformation, and technology transformation. They offer assurance services like agreed-upon procedures, audit services, financial forecasts, fraud risk assessment, and internal controls. Technical advisory services cover IT consulting, cybersecurity, and ERP solutions. The advisory department also manages HR business services, including recruitment process outsourcing, HR operations, and strategic advisory. For specialized business needs, they offer private equity advisory, transaction advisory, and risk advisory services. Tax services provided by the firm include estate planning, federal R&D tax credits, international tax services, and state and local tax advisory. Wealth management services through HBKS Wealth Advisors include investment management, retirement and benefit services, and insurance services. The firm also provides valuation, litigation, and forensic services to assist with business valuations and litigation needs.

The business holds a 4.10 rating based on customer reviews, reflecting the trust clients place in their collaborative financial services.

HBK CPAs & Consultants combines technical knowledge of complex tax matters with industry specializations to help Meadville businesses measure performance and improve profitability.

HBK CPAs & Consultants is situated on Conneaut Lake Road, approximately a tenth of a mile from the highway itself. The office is also within easy reach of Port Meadville Airport, located about 0.4 miles away.

The business holds a Technical score of 93 out of 100, measured by SEOScanPRO, which ensures the website is technically sound, secure, and indexable so search engines can read it without errors. It also achieves a Discoverability score of 75 out of 100, measured by SEOScanPRO, confirming that AI crawlers are allowed in and can find every page of the site, enabling AI assistants to recommend the business.