Updated:
← Back to Top 8 Bookkeepers Elsewhere in North Carolina (2026)Lipkin CPA PLLC
Evidence Score 80/100 at 89% evidence coverage 1 of 8 on the North Carolina list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA license active (individual: Erika D. Lipkin) · 36247
- Publishes prices?
- Not verified
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks
Who they say they serve: nonprofits (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 5 of 5 core services; CPA license verified with the state board; IRS preparer record found for a named person; publishes a starting price.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Lipkin CPA PLLC | home page | |
| Website | https://lipkincpa.com/ | home page | |
| Office locality | Durham, NC | home page | |
| Phone | +19195845518 | home page | |
| Offers bookkeeping | Documented: CPA Firm Raleigh NC | Expert Bookkeeping & Tax Services | Lipkin CPA Skip to content 919-584-5518 Solutions Accounting Services... | home page | |
| Monthly bookkeeping | Documented: ...savings and revenue growth. OUR FIRM We offer comprehensive and consistent back office full-service accounting packages. Consistent accounting that includes regular financial... | home page | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...Optimization Having trouble with messy books or unreliable reports? Our Bookkeeping Cleanup Service fixes past issues and sets you up for accurate, dependable accounting going... | home page | 5 pts (max 5) |
| AP / AR | Documented: ...categorization relevant to your business Bank and credit card reconciliation Accounts payable and receivable tracking Payroll entry and integration Accurate asset and loan entries... | /outsourced-bookkeeping-and-financial-reporting | 4 pts (max 4) |
| Payroll coordination | Documented: ...and Financial Reporting Bookkeeping Cleanup and Accounting Optimization Services Payroll Services QuickBooks Proadvisor Tax services Tax Preparation Tax Planning and Estimates... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: Bank and credit card reconciliation Accounts payable and receivable tracking Payroll entry and integration Accurate asset and loan entries Monthly Financial Reporting Timely and... | /outsourced-bookkeeping-and-financial-reporting | 6 pts (max 6) |
| Industries served (documented) | nonprofits | home page | 5 pts (max 5) |
| Software supported | QuickBooks | /quickbooks-proadvisor | 5 pts (max 5) |
| Active CPA firm or individual license (state board) | CPA license active (individual: Erika D. Lipkin) · 36247 | State accountancy board Third-party Sep 25, 2026 expires Jun 30, 2027 | 8 pts (max 8) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Erika Lipkin · CPA (self-reported to the IRS, not a state license) · business name on the record: Lipkin CPA, PLLC | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Pricing approach published | Publishes a starting price: "Starting at $250/m" | /packages | 6 pts (max 6) |
| What is included / excluded | Documented: All packages include up-to-date financials, so you can set goals and track your progress throughout the year. | home page | 5 pts (max 5) |
| Onboarding described | Documented: Step 1 Discovery & Evaluation Getting to Know You We explore your short-term goals, long-term vision, and current accounting + tax setup. ... Step 3 Implementation & Clean-Up... | /our-process | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...and receivable tracking Payroll entry and integration Accurate asset and loan entries Monthly Financial Reporting Timely and user-friendly financials Tracking data that matters to... | /outsourced-bookkeeping-and-financial-reporting | 4 pts (max 4) |
| Named contact / team | Erika Lipkin, CPA, Firm Owner | home page | 3 pts (max 3) |
| Communication channel / process | Documented: ...achieve profitability and support smarter decision-making Ongoing Support & Oversight Dedicated point of contact Regular check-ins to answer questions and review important points... | /outsourced-bookkeeping-and-financial-reporting | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Oct 8, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 12 pages of the firm's own site on 2026-09-25 (Firm's own website): Local / remote model stated (0 pts, max 3).
- Not verified. Searched Xero's advisor directory for 'Lipkin CPA, PLLC', 'Lipkin CPA - Raleigh & Triangle Accounting Experts' on 2026-09-25; no listing for this firm (Software advisor directory): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: business registry search.
- Active CPA firm or individual license (state board): CPA license active: NC State Board of CPA Examiners lists Erika D. Lipkin (firm on record: Lipkin CPA, PLLC), certificate 36247, status Active, checked 2026-09-25. An individual's license, not a firm permit.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Erika Lipkin under the business name 'Lipkin CPA, PLLC' in Durham, NC. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 24 evidenced items come from Lipkin CPA PLLC's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.