Philadelphia
Contact
Location (Philadelphia, PA):
36 Regency Plaza
Glen Mills, PA 19342
Phone: 423-756-6585
Office Hours: 8 a.m. – 5 p.m. EST, Monday–Friday
CPAs and Business Consultants in Philadelphia, PA
LBMC supports privately held, middle-market companies, private equity groups, and complex organizations in the greater Philadelphia market with accounting, advisory, and consulting services designed to support confident decision-making.
Ranked among the nation’s Top accounting and consulting firms, LBMC brings decades of experience and a multidisciplinary team that helps organizations manage growth, navigate change, and address financial, operational, and regulatory challenges. Our advisors combine national resources with a practical, relationship-driven approach tailored to the needs of businesses in the Philadelphia area.
Whether you’re planning for expansion, preparing for a transaction, strengthening controls, or responding to new requirements, LBMC’s Philadelphia team provides clear guidance, coordinated services, and a straightforward path forward.
Business Services We Offer in Philadelphia
At LBMC Philadelphia, our services extend beyond numbers and financial statements. We work closely with organizations to support sound decision-making across audit, tax, and advisory needs. Whether you’re seeking comprehensive audit services — including employee benefit plan audits, expert tax guidance, or strategic business advisory support, our team of licensed CPAs and professionals brings the experience and insight to support your goals.
Philadelphia Audit & Assurance Services
LBMC provides audit and assurance services for Philadelphia organizations facing increased reporting, regulatory, and stakeholder expectations, with a strong foundation in employee benefit plan audits. Our audit professionals deliver reliable, high-quality audits designed to support transparency, reduce risk, and meet compliance requirements without unnecessary disruption.
While the Philadelphia team brings deep experience in employee benefit plan audits, clients also benefit from LBMC’s broader audit and assurance capabilities across financial statement audits, internal audit, SOC reporting, and compliance services. This combined approach gives organizations access to specialized expertise backed by the scale, consistency, and quality standards of a top-ranked national firm.
See our Philadelphia Audit & Assurance Services
- Employee Benefit Plan Audit
- Internal Audit
- Lease Accounting Services
- Sarbanes-Oxley (SOX) Compliance Services
- SOC Audit
Looking for clarity and confidence in your financial reporting? Our Philadelphia audit team can help.
Philadelphia Advisory & Business Consulting Services
LBMC’s advisory and business consulting team helps Greater Philadelphia organizations cut through complexity, manage change, and move forward with confidence. Our advisors bring hands-on experience across strategy, operations, technology, and risk, supporting organizations as they navigate growth, transactions, and increasing operational demands.
We combine practical insight with advanced capabilities in data and analytics, AI, cybersecurity, and performance improvement to help leaders make informed decisions and take action. Whether you’re preparing for a major business event, strengthening controls, or improving visibility across the organization, LBMC delivers clear guidance and execution support designed for real-world results.
See our Philadelphia Advisory & Business Consulting Services
- AI & Business Intelligence
- Business Valuation Services
- Client Advisory and Accounting Services
- Cybersecurity
- Healthcare Consulting Services
- All Services We Offer
Have questions or need guidance on your next business move? Our advisors are here to help.
Philadelphia Business Tax Services
LBMC’s business tax services support Philadelphia organizations with complex, multistate, and evolving tax needs. Our tax professionals focus on strategic planning, compliance, and coordination across federal, state, and local requirements to help manage risk and identify opportunities. By aligning tax strategy with broader business objectives, we help organizations improve financial outcomes, maintain compliance, and plan confidently for what’s next.
See our Philadelphia Business Tax Services
Need support with tax planning, compliance, or strategy? Connect with our tax professionals today.
Industries We Serve in Philadelphia
LBMC works with organizations across a wide range of industries in the greater Philadelphia market, providing advisory, audit, and tax services informed by real industry experience. Our teams understand the operational, regulatory, and financial pressures that vary by industry, allowing us to deliver guidance that is practical and relevant.
All Industries We Serve
LBMC’s Philadelphia Leadership
LBMC’s Philadelphia office is led by professionals who specialize exclusively in employee benefit plan audits. Our team brings deep technical knowledge, hands-on experience, and a clear understanding of the regulatory and reporting requirements that plan sponsors face. Focused solely on benefit plan audits, our leaders anticipate issues before they arise, coordinate seamlessly with internal teams and service providers, and guide clients through the audit process with clarity and efficiency. Meet the specialists dedicated to delivering accurate, compliant, and well-managed employee benefit plan audits.
Dave Torrillo
Philadelphia Market Leader and Shareholder, Audit Services
OUR HISTORY
Learn about our history from two of our founders.
Why Choose LBMC?
Organizations choose LBMC because we bring together advisory, audit, and tax services in a way that supports clear decision-making and real business outcomes. Our teams work collaboratively across disciplines, giving leaders practical insight without unnecessary complexity.
- Integrated services: Advisory, audit, and tax professionals working together as one firm
- Senior-level involvement: Hands-on engagement from experienced advisors who understand your business
- Industry-informed guidance: Experience across regulated and growth-focused industries
- Practical approach: Clear recommendations designed to be actionable, not theoretical
- National scale with regional focus: Resources of a top-ranked firm paired with local understanding
LBMC Awards
- Accounting Today Top 100 Firms
- Accounting Today Top Firm in Southeast
- Accounting Today Top Firms by AUM
- Barron’s Top Financial Advisor
- CityScope Gold Club
- ClearlyRated – Best of Accounting
- Forbes – Best in State CPAs
- Fortune Best Workplace in Consulting & Professional Services
- Great Place to Work – National Certified Great Place to Work
- Inside Public Accounting – Top 100 Firms
- M&A Advisor – Emerging Leader Award
- OnCon Award – Top 50 Marketing Firms
- TSCPA – Apex Award – Lifetime Achievement Award
- TSCPA – Apex Award – Women to Watch
- USA Today – Most Recommended Tax & Accounting Firm
How Can We Support Your Goals?
Our team delivers tailored solutions in accounting, audit, tax, and consulting — helping businesses and individuals in Philadelphia overcome challenges, seize opportunities, and achieve measurable results.
Frequently Asked Questions
What types of businesses does LBMC typically work with in Philadelphia?
LBMC works with privately held, middle-market companies, private equity groups, and complex organizations across a wide range of industries. We also support high-net-worth individuals and family offices with coordinated tax and advisory services.
How is LBMC different from other business consulting and accounting firms in Philadelphia?
LBMC combines advisory, audit, and tax services under one firm, allowing teams to work together and provide coordinated guidance. Clients value our senior-level involvement, practical recommendations, and ability to align services with real business priorities.
Can LBMC support businesses that operate across multiple states or countries?
Yes. LBMC regularly works with organizations that have multistate or international operations. Our teams help manage compliance, reporting, and planning needs while coordinating across jurisdictions.
How does LBMC tailor its services to Philadelphia industries?
LBMC’s advisors bring industry-specific experience across sectors such as healthcare, manufacturing and distribution, real estate and construction, government, and private equity. This allows us to address industry-specific challenges and deliver more relevant guidance.
Is it possible to meet in person with an advisor in Philadelphia?
Yes. LBMC maintains a local presence in Philadelphia, and clients can meet in person or work with advisors virtually based on their preferences and needs.
What should I expect after submitting the contact form?
After submitting the contact form, a member of the LBMC team will reach out to learn more about your needs and connect you with the appropriate advisors. From there, we’ll outline next steps and discuss how we can support your goals.
Do you offer customized service packages?
Yes. LBMC tailors each engagement based on your organization’s size, complexity, and objectives. Services can be delivered as focused projects or ongoing advisory relationships.
LBMC Is Here to Help
Not sure what you need? That’s okay. Just give us a description of what you’re looking for and we will have an LBMC sales team member contact you. LBMC is qualified to handle complex and challenging financial and consulting situations. Our fees reflect this expertise.


