Foundation
Reliable numbers, the foundation for every decision.
- Best for
- Owners who need accurate, on-time books
- What you get
- Monthly close, financial statements, a monthly summary and tax-ready books
- Meetings
- As needed
Boutique CPA-led accounting & advisory for established Lancaster County businesses
Clarity to Decide.
Confidence to Grow.
Growing businesses face decisions that can make or break their next stage. We give you CPA-led numbers and insight to make them with confidence, through ongoing monthly support or a one-time project tailored to your business.
- CPA-led and CPA-reviewed
- Reports on a set date every month
- Tax-ready books
- No long-term contracts
- Based in Lancaster, PA
Growth runs on decisions. Are yours based on numbers you trust?
Growth brings bigger, faster decisions, and the cost of getting one wrong goes up. If any of these questions sound familiar, we can help you answer them.
- Can we afford to hire, or will it squeeze our cash?
- Which jobs, products or customers actually make us money?
- Should we expand, buy equipment or take on debt, and when?
- Are we priced right, or leaving margin on the table?
- Revenue is up, so why doesn’t the bank balance show it?
What changes when you work with us
Instead of…You get…
Guessing whether you can afford the next hireKnowing before you post the job
Finding out how profitable you were at tax timeMonthly profit, by job, product or customer
Big purchases made on gut feelDecisions tested against your cash and margins first
Reports that only satisfy complianceA monthly summary of what changed, why, and what it means for your business
Books that are weeks or months behindA clean monthly close, on a set date each month
Scrambling at tax timeTax-ready books in your preparer’s hands early, so you can plan ahead instead of react
Why Conestoga
Bookkeeping is everywhere. A CPA partner isn’t.
As your business grows, the decisions get bigger: when to hire, how to price, where to invest. Making them well takes more than accurate records. It takes a CPA who understands your numbers, explains what they mean and helps you plan what’s next.
Who we work with: established small and midsize businesses that have outgrown basic bookkeeping but don’t yet need a full-time controller or CFO.
Traditional bookkeeping
Primary focus
Maintaining accurate financial records
Financial reporting
Standard financial statements
Looking ahead
Primarily focused on past transactions
Client relationship
Primarily transactional support
The Conestoga approach
Primary focus
Turning reliable financial information into actionable insight
Financial reporting
CPA-reviewed reporting with meaningful business context
Looking ahead
Understanding trends, anticipating challenges and planning for growth
Client relationship
A dedicated accounting partner who understands your business
We also work alongside your tax preparer, with tax-ready books and a clean handoff every year.
Support that grows with you.
Three CPA-led packages, each tailored to your business. Every package includes CPA review of your books and reports.
Growth
Understand your numbers and make better decisions with them.
- Best for
- Growing businesses that need to understand cash, margins and trends
- What you get
- Everything in Foundation, plus a KPI dashboard and cash-flow and margin analysis
- Meetings
- Quarterly, more often on request
Advisory
A financial partner for planning your next chapter.
- Best for
- Owners navigating growth, expansion or important financial decisions
- What you get
- Everything in Growth, plus forward-looking analysis, budgeting, forecasting and ongoing guidance to turn your numbers into a practical plan
- Meetings
- Monthly, plus annual planning
Need help with just one thing? We also offer one-time projects like cleanup, system setup and lender-ready financials, with no ongoing commitment. See projects →
Reports built for your next decision.
Every month you’ll know what happened, why it happened, and what to watch next.
Sample — illustrative data for a fictional company.
Meet the President
Big-firm experience. A more personal approach.
Before founding Conestoga, Christian spent 6 years at PwC, most recently as a Manager in audit and risk advisory, helping some of the world’s largest companies solve complex financial and operational challenges.
He started Conestoga Advisory Group to bring that same level of expertise to small and midsize businesses, giving owners the insight to make confident decisions as they grow, with every client relationship led by a CPA who knows the business and picks up the phone. The goal is to build relationships that last decades.
Outside the office, Christian serves in the Pennsylvania Army National Guard, including a 2024 deployment to the Horn of Africa, and is a graduate of U.S. Army Ranger School. He lives in Lancaster City with his wife and their Labrador retriever.
A clear start, then a steady rhythm.
- I
Initial conversation
We learn about your business, your current accounting processes and your business goals.
- II
Tailored proposal
We recommend the right services and provide a clear, fixed-fee engagement proposal.
- III
Onboarding & financial review
We set up access, assess your existing records, identify any cleanup needs and agree on deliverables.
- IV
Ongoing partnership
We provide recurring accounting, reporting and advisory services as outlined in your engagement.
Note on cleanup: if your books need catch-up or cleanup before monthly work begins, we’ll scope and price it separately as a one-time project, so you know the cost up front.
Not sure which package fits? Take the 2-minute Find your fit quiz →
Let’s talk
Ready to gain confidence in your numbers?
Book a free 30-minute call. We’ll talk through where your business is today, what you need next, and whether a monthly package or a one-time project fits, with no obligation.
Book a Free Call →- 717-799-3020
- info@conestogaadvisorygroup.com
- Lancaster, Pennsylvania