This page lists bookkeeping and accounting firms that serve home-service and trades businesses such as HVAC, plumbing, electrical, roofing, landscaping, and general contracting in Morgantown, WV. Each entry summarizes the firm based on its own website, and notes when a firm serves the area remotely rather than from a local office.
Firms listed: 4.
Cunningham, Powell, Alexander, A.C. #
Website: https://www.cpawv.com
Phone: (304) 292-9469
Cunningham, Powell, Alexander, A.C. is an accounting firm with a Morgantown office located at 1544 Mileground Rd, Morgantown, WV 26505, reachable at (304) 292-9469. According to its website, the firm also maintains a second office in Weston, West Virginia, at 219 E 3rd Street, with a phone number of (304) 997-8377. The practice serves the Morgantown area and the surrounding region from these two West Virginia locations, and it describes its mission as walking with clients through the business of life and mapping a financial path forward.
The firm organizes its work into a business office and a family office, indicating that it serves both companies and individuals. Its services are grouped into four main areas. Business advisory is described in terms of helping clients grow their businesses. Tax advisory is presented as work focused on optimizing taxes to save clients time and money. Bookkeeping and payroll is described as a service intended to make those functions effortless so that clients have more time for the work they want to do, reflecting that the firm handles recurring recordkeeping and payroll tasks. Private wealth management is offered as well, with the website noting that several licensed individuals in the firm are available to provide this higher level of service. The site also notes that investment advisory services are offered through Allegheny Investments, an SEC registered investment advisor.
The website identifies the client groups the firm works with. It describes supporting family businesses with dedicated tax and accounting services and helping entrepreneurs get a new business moving when it is hard to get started. It also references service-based businesses, describing work that includes making outgoing payments on time and managing cash flow, and it serves individuals, whom the site refers to under the heading of people, with an emphasis on taking the stress out of taxes. This range indicates a client base that spans established family-owned companies, new ventures, service businesses, and individual taxpayers.
To support clients, the firm provides a set of online tools and portals. The website lists a payroll login, NetClient CS, an Onvio client center, QuickBooks Online, an accounts payable tool through Bill, and video conferencing through Zoom. It also offers a resources section that includes a video library, a resources library, eBooks, forms, documents and links, and a refund tracker, along with a blog. These tools reflect the firm’s use of cloud-based accounting and client-collaboration platforms for handling payroll, bookkeeping, and document exchange.
The firm publishes articles on business and tax topics. Recent pieces referenced on the site address cash-flow challenges that can affect small businesses, survey findings on small and mid-size business owners’ use of AI, and an IRS notice concerning tax breaks for taxpayers working abroad. The website also posts an operational notice indicating the firm would be closed for several days for a firmwide education event, which reflects an emphasis on staff training.
The division of the practice into a business office and a family office is a defining element of how the firm presents itself. The business office covers the accounting, tax, payroll, and advisory work that companies need, while the family office is oriented toward individuals and households. This structure allows the firm to serve a business owner’s company and personal finances in parallel, which can be useful for the family-owned operations and entrepreneurs the firm identifies among its clients. Its description of service-based businesses, including handling outgoing payments and managing cash flow, points to hands-on involvement in the day-to-day finances of the companies it works with rather than tax filing alone.
For Morgantown businesses and individuals, Cunningham, Powell, Alexander, A.C. operates as a local accounting firm on Mileground Road, supported by a second West Virginia office in Weston, offering business advisory, tax advisory, bookkeeping and payroll, and private wealth management. Its stated focus on family businesses, entrepreneurs, service-based businesses, and individual taxpayers positions it as a full-service option for the Morgantown area. The firm’s use of cloud-based portals for payroll, accounts payable, document exchange, and video conferencing indicates that clients can work with it both in person and remotely. Prospective clients can reach the firm at its Morgantown number or through the get-in-touch options on its website to discuss business or personal financial needs.
Hardesty & Associates #
Website: https://hardestycpas.com
Phone: (304) 329-1351
Hardesty & Associates, identified on its website as Hardesty & Associates, AC, is a certified public accounting firm located at 449 Fortress Blvd, Morgantown, WV 26508. The firm can be reached at (304) 329-1351, and the website lists office hours of Monday through Friday, 9:00 a.m. to 5:00 p.m., with the office closed on Saturday and Sunday. The practice presents itself as serving local individuals and businesses, and it describes its work as providing personalized financial guidance to clients in the Morgantown area and the surrounding region.
According to the website, the firm’s expertise ranges from basic tax management and accounting services to more in-depth work such as audits, financial statements, and financial planning. The firm organizes its offerings into business services and personal services and describes itself as having the accounting talent and expertise needed to meet client needs in a fast-paced, changing environment.
The firm’s listed offerings include several distinct service areas. Business advisory is described in terms of helping clients grow their businesses. Tax advisory is presented as work focused on optimizing taxes to save clients time and money. Bookkeeping and payroll is described as a service intended to make those functions effortless so that clients have more time for the work they want to do, indicating that the firm handles recurring recordkeeping and payroll tasks for its business clients. Private wealth management is offered as well, with the website noting that several licensed individuals in the firm are available to provide this level of service.
Small business accounting is a specific focus identified on the site. The firm states that it provides business accounting for West Virginia businesses across a range of stages, including start-up businesses, growing businesses, and mature corporations. This positions the practice to work with companies at different points in their development rather than a single client type. The firm also offers services to non-profit organizations, noting that the IRS imposes specific reporting requirements that non-profits must meet each year to maintain tax-exempt status, and presenting its work as helping those organizations satisfy those requirements.
The website describes the firm as one of the leading firms in and throughout its area and states that, by combining the expertise and experience of its staff with a team approach, it aims to give every client close analysis and attention. The firm attributes its returning client base to its dedication to high standards, its hiring of seasoned tax professionals, and its work ethic. It also describes a values-driven culture built on integrity, care, and respect, and references a commitment to educating and giving back to its community. Testimonials on the site reference a firm leader named Evan and describe the firm’s tax and accounting services in terms of attention to detail and responsiveness, though the displayed reviewer names appear as placeholder entries.
The firm provides a contact form on its website and notes that contacting the firm is free, acknowledging that the challenges facing individuals, families, and businesses can seem daunting. A resources section and a team page are also referenced, along with an option to send a referral.
For Morgantown individuals and businesses, Hardesty & Associates operates as a local CPA firm on Fortress Boulevard offering tax management, accounting, bookkeeping and payroll, business and tax advisory, private wealth management, small business accounting, and non-profit support. Its stated work with start-ups, growing businesses, and established corporations across West Virginia positions it as a full-service accounting option for the Morgantown area. Prospective clients can reach the firm by phone during its weekday office hours or through the contact form on its website.
SRG Advisors, LLC #
Website: https://srgadvisors.com
Phone: 201-525-1222
SRG Advisors, LLC is a certified public accounting firm that provides accounting and tax services to businesses and individuals. The firm’s office is located at 1 University Plaza Dr., Suite 311, Hackensack, NJ 07601, and its phone number is 201-525-1222. Although the directory lists this firm under Morgantown, the firm’s website shows it is based in Hackensack, New Jersey, and serves Morgantown and the rest of West Virginia remotely rather than from a local Morgantown office. A dedicated page on the site states plainly that for clients who are not located in Morgantown, the firm services the entire state of West Virginia, and it describes its team of accountants as working from the Hackensack office to serve businesses in nearly every industry and field.
The firm identifies its CPAs as Jay Guttmann, Leon Schenker, and Milton Rosenblatt and describes itself as experienced professionals who help small businesses operate more efficiently. The website states that the firm primarily provides accounting and tax services to businesses in Hackensack, Teaneck, Fort Lee, Paramus, and the surrounding New Jersey and New York communities, while also presenting a Morgantown business accountant page aimed at West Virginia clients served remotely.
SRG Advisors offers a range of services. These include business tax services, business consulting and financial planning, audit and assurance work covering reviews and compilations, individual tax services, and financial statement reviews. The firm describes tax planning, book balancing, and other accounting tasks as core offerings, and it notes a particular emphasis on real estate accounting, including 1031 exchange work and services for realtors, property owners, and other real estate businesses. The website states that the firm has a structured internal process for reviewing and revising business tax returns and tax planning, which it presents as a way to improve accuracy and avoid excessive or inaccurate tax liability.
On the Morgantown-focused page, the firm describes specialties relevant to West Virginia clients, including tax preparation, business audits and reviews, tax planning, part-time CFO services, work with non-profit organizations including 501(c)(3) applications, personal financial planning, estate planning, expatriate tax services, and QuickBooks setup, training, and support. The same page provides a general explanation of what a CPA is and the potential benefits of outsourcing accounting work, framing these as informational points for small business owners considering whether to engage an outside firm. Bookkeeping is referenced as part of the firm’s accounting work, with the site describing the handling of tasks such as tax planning and bookkeeping so that clients can focus on running their businesses.
The website includes client testimonials that reference payroll services, responsiveness, and tax savings, with several reviewers identified by location in New Jersey, New York, and Florida. The firm also publishes a substantial blog covering tax and accounting topics such as section 83(b) elections, pass-through business taxes, real estate professional rules, K-1 forms, entity selection, and nonprofit audit rules, reflecting an emphasis on tax planning and real estate matters.
A service-area listing on the firm’s site names many cities across multiple states, including West Virginia entries for Charleston, Huntington, and Morgantown, which the firm presents within its broader remote service coverage. The same listing notes that the firm provides business tax accounting services throughout New Jersey and New York but is not limited to those areas.
For Morgantown businesses and individuals, SRG Advisors, LLC functions as a New Jersey based CPA firm that serves West Virginia clients remotely from its Hackensack office. It offers business and individual tax services, audit and assurance work, accounting and bookkeeping, part-time CFO services, and a noted focus on real estate accounting. Prospective Morgantown clients would contact the firm at its Hackensack number or through its website to arrange remote service rather than visit a local office.
Compliance LLC #
Website: https://compliancellc.org
Phone: (681) 238-5732
Compliance LLC is a professional employer organization that small and mid-size businesses can use to offload payroll, human resources, and benefits administration. The company is headquartered in Beckley, West Virginia, at the 219 N Kanawha St. address shown on its website, and it counts Morgantown among the West Virginia communities it covers, alongside Beckley, Charleston, Huntington, Parkersburg, and Wheeling. No Morgantown office is described. A Morgantown employer would be served from the Beckley headquarters and the company’s multi-state staff, which the site says also extends into parts of Maryland, Virginia, and Washington, DC.
Through the PEO arrangement, the firm assumes administrative functions including payroll, HR, employee benefits, and risk management so that a client can keep its attention on its own operations. The site frames this model as a way to streamline the essential back-office tasks that otherwise consume an owner’s time. Payroll handling is described as including direct deposit, tax filings, and payroll reporting, with the goal of paying employees accurately and on time, while the HR outsourcing and staffing component addresses employee handbooks, hiring, performance management, and routine HR needs.
The company’s name reflects an emphasis on regulatory compliance. It states that it will review a business’s existing policies and procedures, or create new ones, to bring the company in line with current state and federal workplace regulations. The firm pairs that compliance focus with its workforce-management services and, in its own materials, casts itself as a manager of workforce and compliance matters rather than a traditional accounting office.
Employee benefits planning is among the listed offerings, covering health insurance and retirement planning, and the firm provides business insurance guidance that the site describes as protecting employees and company assets while supporting legal compliance. Bookkeeping also appears on the service list, described as helping businesses keep current financial records through transaction tracking and financial reporting for decision-making; it is treated as one supporting function within the firm’s payroll, HR, benefits, and insurance work rather than a separate accounting line. Training and a technology testing center complete the list of services.
Beyond its own services, the firm points to two affiliated operations based in Beckley. AtWork Staffing provides temp-to-hire staffing and direct hire recruitment, matching job seekers with employers. A separate testing center offers professional certifications and independent proctoring for insurance, medical, and other specialized exams.
The sectors the firm identifies serving span construction, mining, and skilled trades; healthcare and medical offices; legal and professional services; hospitality and retail; and small to mid-size businesses in general. Its inclusion of construction, mining, and skilled trades suggests work with contractor and trades businesses, where workforce administration and compliance obligations can be considerable.
On credentials and approach, the website states the firm was established in 2019 and provides support through dedicated payroll and HR staff instead of call centers. It describes its value in terms of local knowledge of state and federal employment regulations and scalable PEO and HR solutions for businesses. Client testimonials posted on the site mention payroll, unemployment insurance, and benefit assistance, including one account of a multi-year relationship for payroll and unemployment insurance work.
The firm’s stated mission is to help organizations get the most from their people, reduce administrative liability, and stay aligned with employment regulations. It frames its role as handling the back-office tasks so that owners can stay focused on growth and on running a successful, profitable operation.
For Morgantown businesses, Compliance LLC serves as a regional PEO and back-office partner reached at its Beckley headquarters, with the Morgantown area handled remotely. Its services bundle payroll, HR outsourcing, employee benefits, insurance guidance, and bookkeeping, with stated attention to construction, mining, and skilled trades along with healthcare, legal, hospitality, and retail clients. The firm invites prospective clients to request a quote based on the number of employees. Its contact details list the Beckley office and a Bethesda, Maryland, office, in keeping with the West Virginia, Maryland, Virginia, and District of Columbia footprint the company describes.