My Boulay
MN 952.893.9320
FL 239.325.1100

“Let’s get Boulay to weigh-in on this.”

It’s what our clients ask for all the time. And we’re happy to help, weighing in with ideas, options, analysis and recommendations you can believe in to help you and your company be even more successful.

Assurance

Validating financial information and accounting operations is critical. Organized financials provide peace of mind and help you run efficiently.

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Business Consulting

We leverage our expertise and industry experience, bringing strategic advice to clients during acquisitions, exit planning and other major transactions.

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Employee Benefits

We take a customized approach that goes beyond implementation - monitoring and analyzing your program to keep you current, competitive and in full compliance.

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ESOP

Teamwork is essential for a successful ESOP. We provide in-depth financial and tax advice over an ESOP’s lifecycle for the individual, company and ESOP.

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Estate and Trust

Our approach goes beyond the initial signing of documents and works with you, your family and other advisors to keep your plan current as circumstances change.

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Public Company

Our style stresses flexibility and responsiveness, resulting in cost-effective services that meets your time-sensitive needs and expectations.

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Accounting Advisory

Our team focuses on small to mid-sized business - specifically the integration of corporate and owner strategies and their impact on future success.

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Tax

With complex changes in today’s tax environment at all levels, our approach anticipates tax law changes and helps you minimize your business and personal tax burden.

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Wealth Management

Clients benefit from our unique ability to integrate income and estate tax saving strategies into traditional wealth management services - reaching your goals.

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