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Fesnak and Associates is an accounting and business advisory firm located in Blue Bell, PA and Allentown, PA.

Many of the professionals at Fesnak and Associates have experience at Big Four, national and regional accounting firms. This experience enables them to address any type of accounting, tax, financial or business issue. Our service team has the ability to provide the technical skills in accounting, audit, tax, valuation and mergers/acquisitions that you would expect from a national accounting firm. In addition, we provide these skills in a highly personal manner.

Our multi-disciplined teams of tax, accounting and management advisory professionals offer practical, knowledgeable advice that is both timely and cost-effective. We employ experienced and highly-motivated professionals who are efficient, effective and address client needs with a sense of urgency.

Fesnak and Associates provides clients with the best features of both larger, national firms and smaller firms.

We founded this company on a tripartite value proposition: provide world-class quality services at reasonable rates and with significant partner/manager time on engagements.

It’s a credo that’s served us well.

Today, Fesnak and Associates clients range from large, privately held, multi-generational companies to emerging growth businesses to multi-national public corporations. Many are among the 100 fastest-growing companies in Philadelphia.

  Speaking Engagements   Some Recent Articles and Press Releases
 
  • Bob Fesnak spoke on “Valuing Your Business and Negotiating Private Equity Financing” at Early Stage East’s Annual Conference on June 15, 2010. Fesnak and Associates is a proud sponsor of Early Stage East.
  • On May 6, 2010, Bob Fesnak participated on a panel with various private equity firms discussing what companies are doing to focus on revenue growth. The panel was sponsored by BNY Mellon.
  • Bob Fesnak spoke to business owners in Lancaster, PA with regard to methods and strategies to enhance the value of their businesses. Topics included value drivers, financial analysis, benchmarking and mitigation of risk factors.
  • Widener University School of Business Administration and the Greater Philadelphia Chapter of the Institute of Management Accountants hosted The Sixth Annual Continuing Professional Education Conference on May 21, 2010 at Widener University. Samuel A. Monastra presented “Revenue Recognition Updates for 2010”, a discussion of multiple element arrangements and revenue allocation.
  • Samuel A. Monastra was a guest speaker at the “Independence Blue Cross Young Women’s Leadership Conference”, hosted by the Girl Scouts of Eastern Pennsylvania, on March 13, 2010. Mr. Monastra, on behalf of the PICPA Speakers Bureau, presented the “Financial Literacy Program”, which discussed: setting financial goals, budgeting, and smart spending.
  • Jim Caruso presented for the Temple University Fox School of Business “Executive Lecture Series” on February 24, 2010. The topic was “Finance & Accounting Outsourcing in Middle Market and Emerging Growth Companies”.
  • On January 22, 2010, Samuel Monastra was a guest on the Executive Leaders Radio Program hosted by Herb Cohen on WWDB 860-AM. The program focuses on helping the audience learn “what it takes to succeed”.
  • Samuel Monastra spoke for the PICPA Speakers Bureau at Twin Valley High School on October 7, 2009. The topic was “Investment Alternatives; Making it on the Street – Wall Street”.
  • On October 1, 2009, Bob Fesnak participated in an Early Stage East (ESE) roundtable discussion.
  • On September 30, 2009, Bob Fesnak participated in a discussion on capital investments and private equity financing sponsored by the Chester County Economic Development Authority.
  • Bob Fesnak was a panelist on “Selling Your Business” on September 24, 2009 sponsored by Bank of NY/Mellon.
  • On September 23, 2009, Bob Fesnak was a speaker and panelist at the Mid-Atlantic Conference’s (MAC) Mind of Investors Coaching Day sponsored by SAP. Discussions included topics on private equity funding in the current economic environment.
  • Sheila Gorman presented on Value Enhancement as part of a panel for the Community Outreach Program on September 15, 2009. This program, co-sponsored by the Philadelphia Chapter of the Turnaround Management Association and Temple University’s Fox School of Business, was held at Temple University for business owners focusing on profitable business growth, liquidity management, and access to capital for businesses.
  • On July 30, 2009, Jim Caruso was both a speaker and panelist at GoodCompany Ventures’ presentation on “Corporate Financial Planning”
  • On May 21, 2009, Bob Fesnak spoke for the Delaware Valley Industrial Resource Center on Enhancing the Value of Your Business.
  • In May 2009, Bob Fesnak spoke at the Early Stage East Entrepreneurial Education Series From Vision to Value – Lessons Learned: How to Remain and Grow Profitability in Tough Economic Times.
  • On April 24, 2009, Samuel Monastra was a featured speaker at the Institute of Management Accountants, Delaware Chapter, Continuing Professional Education Conference, held at the Deerfield Country Club. The topic was Current Revenue Recognition Issues.
  • Kevin Henry was a panelist at the Ambrose Wealth Management presentation of “Preparing to Sell” for business owners and their advisors which was held on Thursday, February 26, 2009.
  • On February 5, 2009, Jim Caruso was a panelist at the BioStrategy Partners presentation of CFO: Bookkeeper or Financial Leader? In addition, Fesnak and Associates, LLP was a sponsor of this event.