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 New Haven, CT. 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: 2.
Helming CPAs #
Website: https://www.helmingcpas.com
Phone: (203) 265-2048
This listing is associated with Helming CPAs, but the website now reflects a change in the practice. According to the site, Walker Advisory has acquired Helming & Company P.C., and the content presented is that of Walker Advisory. Prospective clients who knew the Helming practice should be aware that the work is now described under the Walker Advisory name. The firm is Connecticut-based, with listed offices at 75 Glen Road, Suite 104, Sandy Hook, Newtown, CT 06482, and at 8 Fairfield Boulevard, Wallingford, CT 06492. It does not advertise a dedicated New Haven office; instead the site describes a Connecticut base serving clients in the state and beyond.
The firm describes itself as providing accounting, financial management, and advisory services to small and medium-sized businesses, generally framed on the site as companies in the one million to one hundred million dollar range. Its core services are listed as outsourced CFO, outsourced controller, advanced tax planning, and bookkeeping. The website states that the firm is based in Connecticut and equipped to work with growing or mature businesses and non-profits anywhere in the United States, positioning the practice as both a local and a broadly available option.
On the advisory side, the firm describes outsourced CFO services that focus on strategies to increase profitability and on cash flow analysis, and outsourced controller services covering financial control systems and software, the monthly close process, and management of the accounting function. The site presents these as a solution for organizations whose budgets do not allow for an in-house finance department, giving them access to higher-level financial professionals on a flexible basis. The firm also references fractional CFO services delivered on a part-time basis.
Tax services are described in terms of advanced tax planning intended to reduce tax exposure, develop qualified plans for owners and employees, and structure ownership transfers and succession. Bookkeeping services include categorizing monthly transactions, performing bank and credit card reconciliations, and handling bill pay and payroll transactions. The website also references tax planning and tax return compliance among its offerings, along with forensic and litigation support, attestation services, and reviews and compilations.
The firm lists several industries it serves, including real estate, non-profit organizations, trades, health care, and cannabis, with professional services and manufacturing also referenced in client descriptions. The inclusion of trades among its named industries is relevant for contractors and home-service businesses, though the site does not provide trade-specific detail in the way it does for its general advisory model. Any specialized approach for a given trade should be confirmed directly with the firm.
On the question of location and how it works with clients, the website states that the firm works both in person and remotely depending on client needs, that its people can be on site when needed, and that its service territory covers the continental United States. The site notes the firm can fill a gap for clients located in areas where business tax and financial advisory services are scarce. For a New Haven directory user, this means the practice presents itself as a Connecticut firm reachable from New Haven, but operating from its Newtown and Wallingford offices rather than a local New Haven location.
The website describes the firm’s approach as proactive and personalized, referencing monthly financial dashboards, quarterly tax planning, and strategic meetings under a subscription-based model, with pricing it describes as flexible and based on client needs. These descriptions are the firm’s own characterizations of its methods and value.
The firm can be reached by phone at (203) 265-2048 and by email at dwalker@walker-advisory.com. For directory users, this listing reads as an advisory-focused Connecticut accounting practice, now operating as Walker Advisory following its acquisition of Helming & Company P.C., offering outsourced CFO and controller services, advanced tax planning, and bookkeeping. Prospective clients should confirm the current firm name, service area, and offerings directly before engaging.
SKP Accountants & Advisors, LLC #
Website: https://skpadvisors.com
Phone: (203) 933-1679
SKP Accountants & Advisors, LLC is a public accounting and consulting firm in the greater New Haven, Connecticut area. The website lists the firm’s office at 47 Middletown Avenue, North Haven, CT 06473, so while it serves New Haven, its physical office is located in neighboring North Haven. The firm describes itself as a locally owned public accounting and consulting practice and states that it has been advising small and medium-sized business owners, entrepreneurs, and individuals for close to three decades. Its stated service area covers New Haven along with surrounding towns including West Haven, East Haven, North Haven, Milford, Woodbridge, Wallingford, Guilford, Hamden, Branford, Stratford, Bridgeport, and others across the region.
The firm offers a broad range of services. Listed offerings include assurance services, business advisory services and solutions, business acquisition and selling support, business tax planning and compliance, financial statements through audits, reviews, and compilations, financial, estate, and trust planning, individual tax planning and preparation, management and technology consulting, and QuickBooks services. The website frames the practice as going beyond compliance, with the stated aim of helping clients plan with confidence, act strategically, and build financial foundations for long-term success.
SKP describes a set of outcomes it works toward with business clients. According to the website, these include strengthening cash flow and liquidity, developing forward-looking tax strategies, evaluating financing and capital opportunities, managing payroll and operating costs, improving profitability and operational efficiency, and creating strategic plans aligned with long-term goals. The firm emphasizes responsive communication and tailored advice, and it states that it takes time to understand a client’s vision in order to support measurable financial progress. These descriptions reflect the firm’s own framing of its approach.
The firm identifies several industries it serves, including condominium associations, construction, manufacturing and distribution, real estate, and closely held businesses. The construction practice is described in detail on the site. SKP states that it works with residential and commercial construction contractors, subcontractors, and specialty trade professionals, and that it understands challenges such as cash flow management, the rising cost of materials, and skilled labor shortages. This construction and trades focus is relevant for contractors and building-trade businesses considering the firm.
For construction clients specifically, the website lists services including financial statement audits, reviews, and compilations, percentage of completion accounting, budgeting and cash flow management, tax planning, compliance, and consulting, state and local tax, banking and surety consultations, job costing, inventory and tax accounting methods consulting, accounting software selection, back-office accounting and support, complex transaction structuring, due diligence for mergers and acquisitions, succession planning, and QuickBooks and payroll services. The firm also describes services for bonding agents, offering evaluations of a construction company’s financial statements and operations to support bonding and surety decisions.
The website maintains resources for clients, including perspectives written for businesses and for individuals, a section of frequently asked questions, and a periodic newsletter. Recent articles referenced on the site address topics such as rebalancing an investment portfolio, reviewing tax withholding, and business tax identity theft, with content attributed to Rich Pavano. A testimonial on the site, attributed to Megan Smith-Gille of Gill Marketing Group, references the firm handling payroll, accounting, and taxes. Such characterizations are presented as the firm’s and clients’ own statements.
The firm lists office hours of Monday through Friday, 8:30 a.m. to 5:00 p.m., and notes it is closed on weekends. It can be reached by phone at (203) 933-1679 or by email at admin@skpadvisors.com.
For directory users, SKP Accountants & Advisors reads as an established, locally owned firm serving New Haven and surrounding communities from its North Haven office, with a defined construction and trades practice alongside its broader accounting, tax, and advisory work. Prospective clients can use the listed contact details to confirm current services and discuss their needs.