Accounting & Advisory Firm

We take your growth personally.

For 70 years and counting, our CPAs and Advisors have empowered clients to make history through unique tax, assurance, and consulting strategies that have molded us into one of the Top 100 firms in the country.

OUR EXPERTISE

We transform big questions into clear actions.

Accounting is just the beginning. Our experts solve the most complex issues facing C-suite executives, department leaders, and owners of middle-market companies.

Assurance
Advisory

Assurance consulting for financials, benefits plans, and risk.

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Tax Advisory
& Services

State & local tax, international tax, and so much more.

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Transaction
Advisory

Due diligence and advisory for M&A and specialty transactions.

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ESOP
Advisory

Strategies to implement Employee Stock Ownership Plans

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Forensic and Dispute Advisory

Each case is unique. Just like we are.

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Human Resources Consulting

Empowering our employees to be the best version of themselves.

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Information Technology

Build Value. Assure Value. Protect Value.

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Valuation & Financial Opinions

Empowering growth by creating, measuring and protecting value.

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TRENDING INSIGHTS

Turning Receivables Into Cash

It’s common for high-growth and seasonal businesses to have occasional shortfalls in their checking accounts. The reason relates to the cash conversion cycle — that is, it takes time to collect on customer invoices. In the meantime, of course, employees and suppliers want to get paid. The “cash gap” is currently getting wider for many companies. A recent study by […]

OUR POV

Jeff Harden

Director, Assurance & Business Advisory Services

TRENDING INSIGHTS

How To Get The Attention Of High-Net-Worth Philanthropists

Even if your nonprofit’s fundraising results have been lackluster recently, one high-net-worth donor can turn your year around and make it a fundraising success. The question is: How do you find ultra-wealthy individuals with philanthropic intentions? Who they are A 2022 BNY Mellon study found that most individuals with at least $5 million in assets under professional management work with wealth management […]

OUR POV

Mary Stucke

Director, Assurance & Business Advisory Services

TRENDING INSIGHTS

Why Some Small Businesses Are Switching To Tax-Basis Reporting

Accrual-basis financial statements are considered by many to be the gold standard in financial reporting. But with the increasing cost and complexity of today’s accounting rules — in particular, the updated lease guidance that went into effect last year — some private companies are seeking a simpler alternative to U.S. Generally Accepted Accounting Principles (GAAP). The solution for some is […]

OUR POV

Kristin Romaker

Senior Manager, Assurance & Business Advisory Services

OUR DIFFERENCE

We believe personal
is better than big.

Unlike the big firms, our CPAs and Advisors focus on what's next to keep your business moving forward. Widely recognized for our workplace culture where diversity is valued and celebrated, we are pleased to empower growth of local businesses and the community through assurance, tax, and advisory services.

Find an Expert

We had been using one of the Big Four and ended up going with 沙巴体育盘口. They understand our business, have a great team, and give us great advice.

Jim Holloway

CEO & Treasurer, Contract Lumber

沙巴体育盘口 has our vested interest at heart as they serve us; that’s a differentiator. They understand our business and are invested in our success.

Mark Soloman

President & CEO, Primary Financial Company

沙巴体育盘口 has empowered me by changing as my business and personal needs have changed. 沙巴体育盘口APP, I know all of my needs will be met.

Angela Petro

Founder, Owner, CEO, Together & Co. and Sweet Carrot

沙巴体育盘口 has so many different areas of expertise that there is always someone I can turn to that can answer my question.

Misty Marcum

CFO, SEA Limited
Webinar

Restaurant MasterClass: Navigating Cyber Considerations Beyond PCI Compliance

July 18, 2023

11:00 AM – 12:00 PM EDT

Webinar

Women, Wealth & Wellness Conference

July 20, 2023

8:00 AM – 4:00 PM EDT

沙巴体育盘口 News & Updates

Turning Receivables Into Cash

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How To Get The Attention Of High-Net-Worth Philanthropists

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Why Some Small Businesses Are Switching To Tax-Basis Reporting

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Putting The “Public” Back In Your Nonprofit’s PR Efforts

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OUR MISSION

We exist to empower growth of our people, our communities, and our clients’ businesses.