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About Insite Accounting Solutions

Insite Accounting Solutions is a CPA firm that believes in an integrated approach to business in an effort to enable clients to achieve financial excellence. This is accomplished by ensuring that organizations and individuals alike are capitalizing on their "total" resources. Insite Accounting Solutions offers accounting services, bookkeeping, tax preparation and tax planning, payroll processing, and compilations.

We work with all types of small businesses and individuals in Delaware County and Chester County. We also work with clients in the Wilmington area.

We offer a free initial consultation. There’s no obligation, so give us a call at 844.TAX.THIS and let’s discuss how we can help you meet your financial goals.

Mission Statement

We are committed to serving our clients with a high-degree of professionalism and ongoing dedication. We believe that we are able to add value by consistently entertaining all financial options while striving to offer innovative, efficient, and responsive services that are second to none. The end result is a firm that listens and responds to the needs of others while optimizing one’s overall financial position in all aspects.

Daniel L. Coppola, CPA, MSTFP

Daniel L Coppola

Daniel L Coppola is the founding member of the Garnet Valley, Pennsylvania firm, Insite Accounting Solutions. This firm was established in 2009 and has been consistently been evolving as our times in business and our personal lives continuously evolve. His practice areas range from assisting entrepreneurs with startup organizations to assisting with professional firms in efficiently and effectively managing their practice to overseeing and managing distribution centers dealing with volumes in excess of $70 million in revenue per year.

Daniel brings a wealth of knowledge to his small business clients as he has over 20 years of public and private industry combined. In addition, he has been a Financial Controller for over seven years for a $75 million distribution company to over thirteen years within public accounting. The overall experience has truly contributed to Daniel’s ability to adapt, analysis, implement, and resolve issues for small businesses.

Going forth Daniel strives to offer his small business clients the ability to proactively address financial matters as opposed to reactively dealing with issues. Always striving to be on the forefront with business as opposed to looking in the rear-view mirror.

Professional Summary:

  • Budgeting, Forecasting & Planning
  • Financial Statement preparation/analysis
  • Tax Planning, Advising, & preparation
  • Portfolio Review, Analysis & Planning
  • Advising & Procuring insurance for business and personal needs

Professional Associations:

  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • Pennsylvania Society of Tax & Accounting Professionals (PSTAP)

Education:

  • Bachelor of Science, Business Administration – University of Phoenix, Phoenix AZ
  • Master of Science in Taxation & Financial Planning – Widener University, Chester PA

Licenses:

  • Certified Public Accountant, State of Pennsylvania
  • Life & Health Insurance License – Pennsylvania, Delaware, & New Jersey

Nicholas Majuri, CPA, CFE

Nicholas Majuri CPAUtilizing over 20 years of experience in both the public accounting and the private sectors, Nick has provided high level accounting and consulting services to a wide-ranging client base, specializing in the areas of higher education, healthcare and insurance. He has worked with some of the area's top ranked universities, along with his time at a national accounting firm.

This blend of experience has allowed him to both lead teams and provide hands-on support and outsourcing in the areas of general and grant accounting, budgeting, financial reporting, internal auditing, internal controls, litigation support and forensic accounting.

Professional Overview:

  • Budgeting Forecasting & Planning
  • Financial Statement preparaton/analysis
  • Non-profit Accounting
  • Forensic Accounting Analysis

Professional & Civic Affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • Association of Certified Fraud Examiners (ACFE)
  • New Jersey Society of Certified Public Accountants (NJCPA)

Education:

  • Bachelor of Science, Accounting - Rutgers, The State University of New Jersey