TRUST. CONFIDENCE. PEACE OF MIND.
At Boulay we work with individuals, closely-held businesses and public companies to help ensure their financial success. Our team of approximately 300 professionals—including 42 partners and over 100 Certified Public Accountants—is committed to give you the absolute confidence to make the best decisions and the peace of mind to know they are right. Located in Eden Prairie, Mankato and Minneapolis, MN and Naples, FL, we are a member of PrimeGlobal, a global association of independent accounting firms giving us access to accounting professionals in virtually any part of the globe.
Since 1934 our focus continues to be the same—collaborating with you and providing smart, in-depth thinking from experts in accounting, audit, tax and business consulting that “HELP YOU GET THERE.” Whether it’s protecting your business, building your wealth or securing your future, you can count on Boulay to go beyond meeting your financial reporting matters and providing you with sound business advice, options, best practices and tailor-made, workable solutions.
- Boulay will be Trusted Advisors that listen intently and provide value and insight with each interaction
- Boulay will continually evolve into a professional services firm with multiple locations, industry specialties and non-traditional service offerings
- Boulay will be known as the “go to” firm for both current and prospective clients and employees
- Boulay’s partners and employees have the opportunity to achieve their personal and professional goals
- Respectful
- Ethical
- Personable
- Precise
- Immersed
- Proactive
- Innovative
- Inquisitive
Executive Leadership
Cathy Hogan
Director of Operations and Compliance, BFA
Chad Carlson
Chief Investment Officer
Dan Korsman
Partner
Dan Markowitz
Partner
Dana Bormann
Learning and Development Director
Dave Bremer
Wealth Management Partner
Elizabeth Frye
Chief Human Resource Officer
Erik Allen
Partner
Jay Brown
BFA Partner & President
Jon Melander
Wealth Management Partner
Joseph Bloodgood
Wealth Management Partner
Julie Brown
Director of Culture and Inclusion
Kim Wittmers
Chief Marketing Officer
Kris Braaten
Director of Business Intelligence
Lance Madson
Partner
Laura Boyd
BFA Board Member
Peter Anderson
Chief Information Officer
Rich Lehman
Partner
Sara Besser
Chief Accounting Officer
Shelly Fagan
Chief Administrative Officer
Tom Johnson
Managing Partner
Accounting for more than you ever thought possible
So what’s the bottom line at Boulay?
The simple fact is we “help you get there” by giving you the confidence to make the best decisions for your business, family or personally and the peace of mind to know they’re right.
We collaborate with you to:
- Accurately fulfill tax compliance and financial reporting requirements
- Proactively adapt to changing market conditions through evolving services
- Creatively employ strategies to help you achieve business and financial success
We partner within to:
- Deliver the combined thinking to create success for our clients
- Provide rewarding career opportunities
- Promote personal and professional development
PrimeGlobal
Boulay is a Midwest-based firm doing business throughout the United States and internationally. Through our membership with PrimeGlobal, an international group of independent advisory and accounting firms, we offer clients the strength and capabilities of a large, worldwide organization with diverse technical skills and geographic representation.
PrimeGlobal not only allows our firm to be well connected but also to stay abreast of new training and techniques. Through the training resources provided by PrimeGlobal and other entities, you can be confident that our accounting team has the knowledge and expertise you desire from your CPA and advisory services firm. To be a member of PrimeGlobal, members adhere to the highest quality standards and procedures giving you the right advice at the right time.
PrimeGlobal is an award-winning association of independent accounting and business advisory firms comprising over 300 highly successful independent member firms with a combined annual revenue of US$4.3 billion. PrimeGlobal’s independent member firms house a combined total of more than 3,400 partners and over 34,000 employees. With over 1000 locations in 112 countries, PrimeGlobal is firmly established as the top association worldwide in terms of diverse reach and geographically widespread coverage.
As one of the three largest associations of independent accounting firms in the world, PrimeGlobal member firms offer a powerful range of services and industry expertise to meet your needs – around the globe, around the clock.
Our Company History
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3 Friends Open Boulay, Anderson, Waldo & Co.
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Don Zibell and Lee Heutmaker Join the Firm
The name later changes to Boulay, Heutmaker Zibell
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Dave B. Expands Service Capabilities to Wealth Management
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Company name is changed to Boulay
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Boulay Opens the Naples, FL Office
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Boulay Opens the Downtown Minneapolis Office
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Boulay Opens the Mankato, MN Office
Awards and Accreditations
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Join our team of experts who are giving clients the confidence to make decisions for their company and peace of mind to know they're right.