215-315-3969
101 N. Washington Ave, Suite 2A-1 Margate City, NJ 08402
PO Box 63929 Philadelphia, PA 19147
215-315-3969
PO Box 63929 Philadelphia, PA 19147
101 N. Washington Ave, Suite 2A-1 Margate City, NJ 08402
Your Financial Excellence is our Priority
About the Firm
Offering a full suite of advisory, accounting, and tax solutions, we cater to growth-minded entrepreneurs, businesses, and individuals.
With a strong focus on family values, we prioritize a well-balanced life
We live by the motto “Your Financial Excellence is our Priority” as the success of our clients is personal for us.
We support your growth, tapping into new potential and helping you to consider what’s possible. Regardless of the service offering, all of our clients benefit from this motto. From our outsourced CFO services, to CFO services with an Accounting Support Team, to a DIY course in Financial Mastery, to strategic tax planning, we will help individuals, businesses and entrepreneurs get to your next level of financial success.
It’s all about understanding the numbers,
which helps you make better decisions.
Focus, structure, organization and teamwork are necessary components to fulfill goals and achieve success.
We tailor our services to the unique aspects of each client and utilize a team approach
so that we can provide effective, accurate and timely work and advice.
Given our Founder Michele’s background, we have created the right combination of a large firm experience
in a small firm environment, enabling us to fulfill on our commitment to our clients.
We provide over 100 years of combined experience in tax, accounting and advisory services.
We provide valuable insights to our clients
to support their success.
You can rely on us for our professional experience and dedicated work ethic.
We are responsive.
We pay attention to details.
We are continuously educated in our field, seeking the best, most efficient way to work.
Our Clients
Since 2003, we have enjoyed working with a wide variety of clients – individual accounting, tax, and coaching clients; sole proprietors and self-employed individuals; limited liability partnerships, limited liability corporations; S-Corporations
and C-Corporations. Our corporate clients have been both in the for-profit and non-profit sectors.
We have worked with start-ups, growth, and mature businesses.
We have both national and international business and tax clients, and we work remotely to service clients all over the world.
We help ambitious individuals and businesses optimize their finances faster and with less effort.
Our clients’ industries have included:
Arts, Specialized Craft
and Architecture
Attorneys
Construction
and Related Services
Graphic Design, Marketing, and Public Relations
Image
Consultants
Information
Technology
Manufacturing
and Distribution
Mission-Driven
Non-Profits
Personal Training, Development and Wellness
Photography
Print Product
Providers
Real Estate Development and Investment
Restaurants, Coffee Shops and Catering Facilities
Temporary and Permanent Placement Services
Retail
Establishments
Salon
and Spa
State and Local Governments
Wealth Managers
Women’s Custom and Tailored Clothing
Let’s get acquainted with each other!
Great pride is taken to learn about our potential clients
to ensure that a mutual client service relationship will be of great benefit to us both.
Want to Connect?
Our Financial Wealth
and Wellness Methodology
We start with gaining an understanding of your financial picture and the goals you want to achieve. We evaluate your financial situation looking at what’s working well and where there are potential issues or gaps that are keeping you from achieving your goals. We provide insights and recommend steps for improvement. We tailor a unique solution to your specific situation. We partner with you, focusing on your financial health and looking ways to take you to the next level in your financial wealth and wellness.
About Our Founder
Michele T. Schina, CPA
Michele T. Schina is the founder of Schina & Associates CPA, bringing over two decades of expertise in accounting, auditing, and financial consulting. Her career began at KPMG, where she advanced to Senior Auditing Manager, overseeing diverse engagements from entrepreneurial businesses to large multinational corporations. Michele's experience includes preparing audited financial statements, leading employee benefit plan audits, and delivering strategic financial presentations to boards and audit committees.
In 2003, Michele founded Schina & Associates CPA, driven by her passion for helping clients achieve financial excellence. Her firm offers a full range of advisory, accounting, and tax solutions to serve the unique needs of individuals, businesses, and non-profits. Michele’s dedication to financial literacy and excellence has positioned her as a trusted advisor, helping clients build, maintain, and enhance their financial frameworks.
Michele is also part owner of Beyond Strategy Partners, Inc. and majority owner of BBD Solutions Inc., furthering her commitment to strategic business development and financial success for her clients. Beyond her professional roles, Michele is a breast cancer survivor and an active community leader, serving on various boards and committees to support women and children.
Professional Affiliations and Achievements:
Licensed Certified Public Accountant in Pennsylvania
Member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants
Certified in the One Page Business Plan System Methodology
Graduated Summa Cum Laude from Drexel University with a dual major in Accounting and Finance
Committee Chair for the Next Gen Committee of the National Association of Women Business Owners (NAWBO)
Former NAWBO National Board Member and past Chair of the President’s Assembly Steering Committee
Treasurer and founder of the John D. McDonald Memorial Foundation
Former Co-Chair of Susan G. Komen – Philadelphia’s Pink Tie Ball Committee
Michele’s tremendous experience, professional dedication, and community involvement make her a distinguished leader in the field, committed to empowering individuals, entrepreneurs and businesses with the financial tools and strategies needed for success.
By providing financial tools and strategic guidance, Michele helps her clients achieve their goals, drive growth, and secure lasting success. Her comprehensive approach and deep understanding of the financial landscape ensures that every client is equipped with the knowledge and resources to succeed in an ever-changing economic environment. Michele and Schina & Associates CPA are dedicated to creating financial health, stability, and prosperity for all its clients.
The Team
Ashley Nelson
Client Balance Keeper
“The most difficult thing is the decision to act."
“Be the change you wish to see in the world.”
- Mahatma Gandhi
Barbara Bonawitz
Systems Savvy Accountant
"Excel Everyday."
“The difference between ordinary and extraordinary is that little extra”
– Jimmy Johnson.
Bridget Maugeri
Master of Many Hats
"Always find a reason to laugh."
“Teamwork makes the dream work.”
- John C. Maxwell
Jessica Rodriguez
Client Happiness Hero
"Set some goals, then demolish them."
"You miss 100% of the shots you don't take."
- Wayne Gretzky
Megan Bove
Visual Vibes Guru
"A creative life is an amplified life."
“Nothing is impossible,
the word itself says I’m possible.”
- Audrey Hepburn
Natalie Masci
Office Harmony Administrator
"No act of kindness,
no matter how small is ever wasted."
"Each person holds so much power within themselves. Sometimes they just need a little nudge; direction, support, coaching."
- Pete Carroll