Concentric Planning & Advisory Solutions is a Jenkintown, PA accounting firm serving business owners, executives, independent professionals, self-employed individuals, and investors. The firm provides accounting, tax, and financial support with a focus on practical planning and reliable reporting for clients managing personal, business, and tax responsibilities.

Its services include small business accounting, bookkeeping, new business formation, tax planning, tax preparation, and tax resolution support. The firm also works with individual clients on personal financial planning and estate planning, and offers QuickBooks setup and training for clients who need help organizing their accounting workflow.

For business clients, Concentric Planning & Advisory Solutions also lists part-time CFO services, cash flow management, bank financing support, strategic business planning, succession planning, nonprofit support, and internal controls.