D&P Financial Services

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D&P Financial Services No annoying tax professional lingo. Just straight, authoritative and friendly expert advice. We are a full-service Accounting firm in PA.
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We offer a broad range of services for business owners, executives and independent professionals. We are affordable, experienced, and friendly. Our firm provides outstanding service to our clients because of our dedication to our three underlying principles of professionalism, responsiveness and quality.

10/16/2026

Raise your hand if you feel personally attacked by this post (jk, just Click the link below to book an "Accounting & Bookkeeping Consultation" to get on our calendar, it can be our little secret). 🖥️

Accounting & Bookkeeping Consultation: https://calendly.com/dnpfinancial/dnp-accounting-consult

10/16/2026

I know booking that first discovery call with a Tax Adviser can feel scary, but trust me…

I also reheat the same coffee three times and overthink every little interaction. 🤭☕

There’s nothing to worry about! I’m not judging your business—I’m learning where you’re at and how I can help.

So here are the questions I’d want every business owner to ask me on a discovery call! 👉🏿

Ask me about:
→ What’s included
→ What it costs
→ What you’ll receive each month
→ How we’ll communicate

This shouldn’t be a one-sided conversation. Come with questions! 💼📊

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Let me paint a picture for you: it's October and you're deep in Black Friday + Halloween + holiday planning (just like y...
10/16/2026

Let me paint a picture for you: it's October and you're deep in Black Friday + Halloween + holiday planning (just like your contractors). 🎃

November rolls around, and you're busier than ever, and December? Good luck getting a hold of you!

Oh yeah, same goes for your contractors! 👀

It's not that they want to ignore you the last few months of the year; we all just get busyyyy!

So when you start trying to get those loose ends, like W-9s from your contractors in December, you're too late...

Moral of the story: now is the time to make sure you have W-9s from all the contractors you've paid in 2026.

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Yepppp, if you extended your personal tax return, it’s due TODAY! 😳📅Don’t want to be scrambling to file your taxes at th...
10/15/2026

Yepppp, if you extended your personal tax return, it’s due TODAY! 😳📅

Don’t want to be scrambling to file your taxes at the very last minute?

Become a D&P Financial client and let’s make next tax season a whole lot less stressful. 🙂‍↕️📊

Plan ahead. File on time. Stress less.

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10/15/2026

I need you to quit treating your W-4 like it's a time capsule that you only have to come back to in 10 years...

It's a living, breathing document that can have a very REAL effect on your tax bill.

If your W-4 doesn't reflect your current marital status, dependents, and any side hustle + second jobs... what are you waiting for?!

Call up HR and get that thing updated. 🤨

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Honestly, some [your niches] out there should definitely be happy I don't charge by the hour! 😅Whether it takes me 10 ho...
10/15/2026

Honestly, some [your niches] out there should definitely be happy I don't charge by the hour! 😅

Whether it takes me 10 hours to do your monthly bookkeeping or 4 (thanks to my experience + systems), your bill stays the same.

When you hire me, I take a look at your books FIRST to scope the work and make sure we're both on the same page about what that work includes and what it'll cost! 💸

I never want my [your niche] clients to be worried about a surprise $200 getting added to their bill, so I price [your philosophy on your pricing + why a flat rate makes the most sense.]

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Donating to a charity? Incredibly good thing. ❤️Getting a tax deduction for it? The cherry on top! 🍒Starting in 2026, ta...
10/14/2026

Donating to a charity? Incredibly good thing. ❤️

Getting a tax deduction for it? The cherry on top! 🍒

Starting in 2026, taxpayers who take the standard deduction may be able to deduct qualifying charitable contributions.

Here’s what to know:

→ Must be a cash contribution (checks + cards count!)
→ Must go to a qualifying charity
→ Up to $1,000 for single filers
→ Up to $2,000 for married couples filing jointly

⚠️ Note: Donations of clothing or other non-cash items don’t qualify for this specific deduction.

And as always, save those receipts! 🧾

Have a favorite charity or cause you support? Tag them below! 🤗

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10/14/2026

Feeling nosy? 👀 You’re in luck!

Today I’m sharing a rarely seen part of my bookkeeping business…

I’m breaking down a recent bookkeeping quote for a business owner—what I quoted + exactly what they’re getting for their investment. 💰

After the quote, my clients receive a detailed agreement outlining our responsibilities + scope of work.

When a business owner trusts me with their books, I don’t take that trust lightly.

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If you tuned into a livestream of my office right now, you'd see me doing my happy dance for a *good* tax change! 🥳The F...
10/13/2026

If you tuned into a livestream of my office right now, you'd see me doing my happy dance for a *good* tax change! 🥳

The Form 1099-NEC threshold for payments made in 2026 has INCREASED from $600 to $2,000.

Basically, if your business paid a nonemployee (like a contractor, freelancer, or other non-exempt service provider) less than $2,000 for services this year, you may not be required to issue them a 1099.

This might mean fewer tax filings you have to do next January, but what does it mean for you right now? ↓

Keep collecting W-9s from your contractors and tracking how much you pay to each of them!

Then, hope for at least one fewer form to file in 2027! 😜

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10/12/2026

Duplicate transactions aren’t normally something I’d panic about in your bookkeeping because they’re SO easy to catch and correct. 😅

But if someone isn’t regularly reconciling your accounts, those pesky duplicates can stick around way longer than any business owner would want. 👀

Reconcile regularly. Keep your books clean. Know your numbers. 📊

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Address

505 York Road Ste LO2-LO 3
Jenkintown, PA
19046

Opening Hours

Monday 10am - 6pm
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 10am - 6pm

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