Accounting & Bookkeeping
Clean monthly books, clear financial statements, and records your business can actually use.
Starting at $174.99/month
Accounting & bookkeepingBuilding & Protecting Wealth
How can we assist you in achieving your goals?
Community Solutions Financial LLC is Delaware County's home for coordinated money guidance — accounting, taxes, financial advising, and estate planning for families and small businesses, all under one roof. No stitching together four advisors who never talk to each other.
Collingdale, PA · Serving Philadelphia, Delaware County & clients nationwide
Planning Futures
A comprehensive approach, under one roof
We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
- Bookkeeping & Accounting
- Tax Planning & Preparation
- Estate & Retirement Planning
- College Planning & Funding
- Small Business Planning, Setup & Funding
As an independent financial services firm, we can access many different products — so you get the right products and services for you, not the ones somebody needs to sell.
College Planning & Funding
Sticker price is not the real price of college
Two families can send students to the same school and pay prices thousands of dollars apart. Run the free calculator, see your family's real number school by school — and plan from the truth, not the brochure.
Retirement Planning
Your IRA has a silent partner
Your 401(k) balance isn't all yours — the IRS takes its share on the way out, on its schedule. Run the free Retirement Tax Bomb calculator and see the number before it comes due.
Life Insurance & Family Protection
If you didn't come home tomorrow, the mortgage would still be due Friday
That's not a scare tactic — it's just the calendar. Life insurance is how a family keeps the house, the lights, and the plan while everything else is upside down. Our check takes about two minutes: answer a few private questions, get matched to the carrier most likely to approve you, and apply online on the carrier's own secure site. If anything needs a second look, an agent from our office will reach out to assist you.
Proven strategies
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility — with unbiased recommendations and impartial guidance based directly on your needs and goals.
Committed to service
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our clients' every expectation — call us today and find out how we can suggest long- and short-term strategies that help you realize your financial dreams.
One team, whole picture
Your books, your taxes, your plan, and your protection live in the same office and talk to each other. That's the advantage of building your wealth in blocks — with one crew stacking them.
Services We Provide
Full Services — Accounting, Financial Advisory and Business Services Firm
Two sides of one practice: the books behind your business, and the plan for your household.
For Businesses
Tax Planning & Preparation
Strategy first, filing second. As a registered IRS e-file provider, we prepare all return types and plan year-round to lower what you owe.
Starting at $224.99
Tax planning & prepBusiness Formation & Strategic Advising
Looking to start a business, or grow the one you have? Let our experienced advisors help you achieve your business goals — formation filing, EIN, bylaws and operating agreements, and capital procurement.
Business formationFeatured Products
E-books and selected services you can purchase directly — including Transform Your Money Mindset for small business owners.
Products & servicesFor Families and Individuals
Financial Advising & Planning
Retirement, college, insurance, and debt-elimination planning built around your goals.
Financial advisingEstate Planning
Trusts and asset-protection strategies so what you build actually reaches the people you love.
One-time payment $1,195
Estate planningG.O.O.D Program
Let us show you how to be debt free in 2–7 years without spending more than you're currently spending now — a plan that redirects what you already pay, instead of asking for money you don't have.
How the plan worksClient Portal
Already a client?
Current bookkeeping clients access your secure client portal through LucaLedger, our primary platform.
Accounting & your portalAttention Small Business Owners
Get your copy of our e-book: Transform Your Money Mindset
Explore the relationship between your emotional health and your financial behaviors — and how both impact the operation of your business. Most money problems in a business aren't math problems. They're mindset problems with a math symptom.
Get the e-book
Take the 1st step in securing your financial future
A consultation is a paid working session — you leave with a plan, not a pitch. Book your appointment and let's look at your whole picture.
Book a consultationWhat our clients say
Client reviews coming soon — check back shortly.
Follow us on social media
Plain-language money talk — the same guidance we give clients, in the open. Connect with us:
Where we serve
From our Collingdale office: Philadelphia, Delaware County, Collingdale / Darby — and clients nationwide, virtually.