Balanced Financial Solutions

Fidelis CPA, based in Washington, DC, provides a full range of accounting, bookkeeping, consulting, outsourcing, payroll and business services, either in your facility or at our location. We can provide qualified accounting professionals who can ensure that your financial records are maintained correctly and accurately. Our bookkeepers can also assist in setting up and training your staff on the financial systems that you might be using or installing, such as QuickBooks or other legacy systems.

Whether you need assistance managing your business finances or building a personal portfolio, Glenn Jones is a comprehensive Washington, DC accounting solution.

SpecialtiesFor over three decades, Alan S. Helfer, CPA and his professional team have provided advisory, tax and accounting services to privately held businesses, individuals, and non-profit organizations throughout the United States and abroad. We deliver sophisticated solutions, innovative thinking, international capabilities, and highly personalized services our clients require to navigate the complexities of their financial worlds, not only for today, but for tomorrow. Our solutions are holistic - integrating individual, business, fiduciary, estate and gifts, to preserve assets and minimize taxes.