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← Back to Top 7 Bookkeepers in the Lancaster Area, PA (2026)Loeffler Financial Group
Evidence Score 37/100 at 78% evidence coverage 3 of 7 on the Lancaster area list How the score works
What we could verify
- Registered business?
- Registration found: Pennsylvania Department of State, status Active, formed 2014
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks Desktop
3 of 5 answered from a dated source.
Documents 2 of 5 core services; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Loeffler Financial Group | home page | |
| Website | https://loefflerfinancialgroup.com/ | home page | |
| Office locality | Lancaster, PA | home page | |
| Service area | United States (stated by the firm) | home page | |
| Phone | +17173937366 | home page | |
| Offers bookkeeping | Documented: ...to being more than just your average accounting firm. We are a full-service accounting, bookkeeping, payroll and tax firm that includes wealth management and financial planning... | home page | |
| Payroll coordination | Documented: ...than just your average accounting firm. We are a full-service accounting, bookkeeping, payroll and tax firm that includes wealth management and financial planning for both... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Buying or Selling a Business Estate & Trust Tax Preparation Financial Analysis Financial Statements IRS Representation Management Advisory Services Notary Public Payroll Services... | /services | 6 pts (max 6) |
| Software supported | QuickBooks Desktop | /about-us/ourteam | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Named contact / team | Craig Loeffler, Founder | /about-us/ourteam | 3 pts (max 3) |
| Communication channel / process | Documented: ...financial services Request Appointment Schedule your appointment with our team. Client Portal & Payments Securely access your tax information 24/7. Show Map | home page | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: Loeffler Financial Group Llc · PA filing no. 0004279108 · Pennsylvania Department of State · Active | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2014-06-27 (creation date of a Pennsylvania-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Privacy / data-handling page | Documented: Accessibility / Privacy Policy | /privacy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 7 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4).
Not verified (not checked yet, so each scores 0 and counts against coverage): Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: State Board of Accountancy license search and business registry search.
- Entity found in the state business registry: Business registration found: Pennsylvania Department of State current registered businesses (data.pa.gov xvd7-5r2c) lists Loeffler Financial Group Llc (PA filing no. 0004279108), status Active, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2014-06-27 as the creation date of a Pennsylvania-formed entity.
Data limitations
- 21 of 23 evidenced items come from Loeffler Financial Group'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.