Morey, Nee, Buck & Oswald, LLC
visit site- Undisclosed
- 10 - 49 employees
- Bethlehem, PA
Morey, Nee, Buck & Oswald, LLC is an accounting firm founded in 2001 and based in Bethlehem, Pa. Their team of more than 10 offers tax preparation, payroll processing, and bookkeeping solutions.
Client Insights
Industry Expertise
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Client Size Distribution
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Common Project Size
$10K-$49K 1 project
Clients
- Exam Edge
Highlights from Recent Projects
Morey, Nee, Buck & Oswald, LLC, provided tax accounting and bookkeeping services to Exam Edge LLC. The firm's responsibilities included filing tax returns and reconciling financial records. The project involved monthly reconciliation of a master sheet with a minority business partner, a strategy recommended by Bill, a Partner at Morey, Nee, Buck & Oswald. This approach ensured there were no surprises at the end of the year. Bill also suggested a payment system for the business partner, which involved paying him 60% of net profits at the end of each month. This strategy not only facilitated the business partner's estimated payments but also provided a safety net for unprofitable months. The client appreciated Bill's detailed approach and innovative ideas. The engagement, which began in January 2006, continues to date, with the client investing approximately $3,000 per year.