About

About Long, Barrell & Co Ltd

Established in 1964 | Personalized Service | Experienced CPAs

Established in 1964

Personalized Service

Experienced CPAs

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About Us

At Long, Barrell & Co Ltd, you can always expect us to be open and objective in our discussions about your financial objectives and our associated fees. We understand the importance of a relationship built on frequent client interaction, mutual respect and uncompromising trust. In fact, many of our clients see us on a monthly basis, which provides an open forum for financial discussions throughout the year.

We are proud to be small enough to provide our clients with close, personal attention, yet sophisticated enough to offer a comprehensive list of clear, constructive and practical business solutions for today and tomorrow. 

MEET OUR TEAM

Our business philosophy is based on maintaining a close personal relationship with those we serve while offering our broad financial expertise and responsive solutions. 

Tracey L. Etchberger CPA, CGMA  - TLEtchberger@longbarrell.com
Kimberly A. Fox - KAFox@longbarrell.com
Kevin E. Bowman - KEBowman@longbarrell.com
Thomas J. Ulrich - TJUlrich@longbarrell.com
Jack W. Long, Jr. CPA (Retired) - JWLong@longbarrell.com

Tracey L. Etchberger, CPA, CGMA

Tracey L. Etchberger is a member of the American and Pennsylvania Institutes of Certified Public Accountants and the Association of Certified Fraud Examiners. A CPA since 2002 and a CGMA (Chartered Global Management Accountant), Tracey is the firm’s managing partner and is also responsible for the firm’s audit and attestation engagements, human resources, and quality control.

In addition to preparing financial statements and performing reviews and compilations for the firm's small-to-medium size client base, Tracey specializes in serving the firm's governmental and non-profit audit clients.

Tracey’s professional experience includes roles held in private industry, government, and public accounting. Tracey is a Lean Six Sigma Certified in Green Belt in quality principles.

Tracey is a qualified to support AICPA peer review services and is an active member of the PICPA, serving on various committees and as President of the Reading Chapter (2020-2021). 

Kimberly A. Fox

Kimberly A. Fox is Partner of Tax and Information Technology. She has been employed by the firm since her graduation from Penn State University with a B.S. in Accounting in 1986.

In addition to maintaining the firms computerized network, software and hardware needs, Kimberly is a QuickBooks Pro Advisor and specializes in providing QuickBooks consulting services and financial software support to the firm’s business clientele. Kim is a standout leader in the firm's tax practice area, assisting with personal and business tax preparation, tax planning and consulting. 

CLIENT PROFILE

Individuals And Estates

Are you getting married, buying a home, having a baby or preparing for retirement? Do you have accumulated wealth and wish to plan for gifting or estate transactions? From annual income tax filings and investment consulting to planning for retirement and estate distribution, our team of professionals is here assist you.
"You rescued us from a difficult situation. Thank you for all your help! We will be back."

Local Governments

Our government audit practice is concentrated in serving Berks County and surrounding area boroughs and townships, along with related municipal authorities, other component units, and elected real estate tax collectors. Pennsylvania Department of Community and Economic Development prescribed format audits are our specialty. 

We also offer bookkeeping, accounting, and consulting services to small governmental entities. We can provide financial support or oversight to help alleviate the risks associated with improper or ineffective segregation of financial duties when staffing constraints exist at a small municipality.
"The financial statements they provided were concise and expertly prepared…we always know exactly where we stand."

Professional Service Providers

Our practice operates to fulfill the needs of fellow professional service providers: doctors, dentists, realtors, attorneys, engineers, architects, veterinarians, insurance sales persons. We understand what it means to be a professional and we work hard to make sure your financial and business needs are expertly addressed so you can focus on what you do best.
"Wow, you blew my partners away! They love your passion and energy. They also appreciated your way of explaining things."

Manufacturers

Light to Medium manufacturers and metal finishers alike are part of our client base in this business segment. Cost of Goods Sold and Inventory analysis are just two areas where you might find us helping you to analyze your financial statements with the goal of successfully maximizing your profits while minimizing your tax liabilities.
"I was impressed with their ideas and wide range of knowledge."

Non-Profit Organizations

Managing the finances of a nonprofit requires accurate financial information to allow the members to focus on the organization’s charitable cause. When you need assistance assembling the records, or compiling the financial statements, IRS Form 990 or PA Charitable Organization reporting, let the staff at Long, Barrell help you. We proudly assist many local charities by providing the necessary accounting services so that your Organization can meet the various regulatory provisions and you can spend your time where it counts the most.
"I can always count on Long, Barrell and Company to answer my questions and explain my options."

Small To Medium Size Businesses

Whether you are preparing to launch that new business venture or have been around to stand the test of time, you need a reliable business partner to assist with strategic planning. Corporations, Partnerships, LLCs, etc., tax planning and business valuation services are only part of the full services we offer to our small and medium size business partners. Let our expertise be your guide to success.
"Our decision to expand was tough. Once we decided to go ahead, they helped us through the transition."

Construction Contractors

Residential home builders and subcontractors are a niche market for us. Let us assist you with your financial and tax advisory needs so you can track job costs to see where your profits are derived from at both the job level and company-wide.
"They really understand our business…and what we’re up against in our market."

Long, Barrell & Co Ltd Customer Reviews

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Long, Barrell & Co Ltd

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