boulaygroup.com

boulaygroup.com

Trusted Financial Advisors Since 1934

We focus on understanding your business to model scenarios and make personalized recommendations.

Giving Clients Confidence

At Boulay, our seasoned experts work closely with individuals, businesses, and public organizations to provide the most in-depth accounting, audit, tax, and financial consulting in the industry.

ACCOUNTING ADVISORY
ACCOUNTING ADVISORY

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ACCOUNTING CLARITY
ACCOUNTING CLARITY

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ASSURANCE
ASSURANCE

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BUSINESS CONSULTING
BUSINESS CONSULTING

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EMPLOYEE BENEFITS
EMPLOYEE BENEFITS

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ESOP
ESOP

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ESTATE AND TRUST
ESTATE AND TRUST

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PUBLIC COMPANY (SEC)
PUBLIC COMPANY (SEC)

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RISK ADVISORY
RISK ADVISORY

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TRANSACTION ADVISORY
TRANSACTION ADVISORY

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WEALTH MANAGEMENT
WEALTH MANAGEMENT

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Wealth Management

We combine our expertise in investment management and tax optimization with our wealth management services to answer key questions from our clients, so they can achieve their unique goals.

PERSONAL FINANCIAL PLANNING

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INVESTMENT MANAGEMENT

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FAMILY PLANNING

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Employer Retirement Plans

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315

Employees

107

CPAs

4

Locations

Latest Insights from the Industry

2024 Roth IRA Limits and the Backdoor Roth Strategy

If you are looking for a smart way to save for retirement, you may want to consider opening or adding to a Roth IRA. A Roth IRA (individual retirement account) is a powerful tool to help you grow your wealth and enjoy tax-free income in your golden years. However, certain rules and limitations associated with …

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Security Spotlight: Business Impact Analysis

In today’s unpredictable business landscape, companies face a wide range of risks. From cyber threats to natural disasters, organizations must be prepared to navigate uncertainties and safeguard their operations. A Business Impact Analysis (BIA) is a strategic process that helps organizations assess the potential consequences of disruptions and prioritize resources effectively. Here, Boulay’s Risk Advisory …

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Three Signs Your Business Needs an Outsourced Bookkeeper

Owning a small business comes with a unique set of challenges, and managing the financial aspects can often be overwhelming. As your business grows, so do the complexities of bookkeeping. Recognizing when it’s time to seek professional help is essential for sustained success. Here are three signs indicating that your small business may benefit from …

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Accessing Retirement Funds Early: A Guide for Employer 401(k) Plan Participants

Retirement accounts are like a financial safety net meant to provide for the golden years. However, life often throws unexpected financial curveballs, and there may be situations where accessing these funds before retirement becomes a necessity. Knowing the options available for early withdrawal and understanding their implications is imperative.As retirement plan sponsors help their participants …

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