Local service
A bookkeeper in Greater Philadelphia who sits across the table
Dave Platzer works with small businesses across Philadelphia and South Jersey, in person. Coffee, your shop, your job site. The books get done either way; the relationship is better face to face.
Why local matters for bookkeeping
Bookkeeping can be done from anywhere, and Dave does plenty of it virtually. But the first conversation lands differently in person. He learns your business by seeing it: the register line at lunch, the truck loaded for a job, the front desk between patients. Owners tell him things across a table they'd never think to type into a form.
Dave has spent most of his working life in this region. He ran a neighborhood pub for 11 years and a second one for 7. He ran a catering company. He worked real estate in Philadelphia and mortgages in South Jersey. When you describe your slow season or your landlord problem, he has context most bookkeepers can't offer.
Who he works with here
Small business owners and entrepreneurs across the region: restaurants and bars (his home turf, having owned 2), contractors and trades, retail shops, salons, consultants, and professional offices. He's also HIPAA-compliance trained, which matters if you run a medical or dental practice and want your books handled with patient privacy in mind.
The common thread isn't industry. It's owners who are passionate about their work and want someone trustworthy on the money side. Dave is the right fit for owners who want to grow.
The service area
Philadelphia and the counties around it, on both sides of the river: the Pennsylvania suburbs and South Jersey. Dave meets clients in person throughout the region and works virtually with businesses anywhere in the United States. If you're not sure whether you're in range, ask. The worst case is a great Zoom call.
Local questions
Can we meet in person?
Yes. Dave meets Greater Philadelphia clients face to face: at your shop, your job site, or over coffee. First consultations happen in person or on Zoom, whichever you prefer.
What areas do you cover in person?
Philadelphia and the surrounding counties on both sides of the river, including the Pennsylvania suburbs and South Jersey. If you are within a reasonable drive of the city, in-person works.
I'm outside the Philadelphia area. Can you still help?
Yes. Dave works virtually with small businesses anywhere in the United States. The service is identical; the meetings happen on Zoom instead of across a table.
Do you know my industry?
Dave has owned pubs, run a catering company, and worked in real estate and mortgage lending around Philadelphia. Restaurants, trades, shops, services, and offices all fit. If your money moves in an unusual way, he'll say so and learn it.
Meet Dave in person.
Book a free consultation and pick the setting: your place, a coffee shop, or Zoom. Bring your questions and, if you're brave, your books. He has seen worse.