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

Security Spotlight: Endpoint Detection and Response

In our increasingly digital world, organizations face new and persistent threats to cybersecurity. Endpoint Detection and Response (EDR) systems can act as a critical line of defense, providing real-time monitoring, threat detection, and response capabilities at the endpoint level. In this security spotlight, Boulay’s Risk Advisory Team explores the importance of utilizing an EDR system …

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First Quarter 2024 Market Perspective

There was much discussion in the first quarter about when the Federal Reserve (the Fed) might start cutting its Federal Funds interest rate. The meandering decline of inflation to reach the Fed’s target of 2% remains the most obvious barrier. It is worth noting that the Fed’s 2% target is based on an inflation measure …

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Remembering Don Zibell

It is with a heavy heart that we share the news of former Boulay Partner Don Zibell’s passing on March 29, 2024.Pioneer Press | Donald F. ZibellDon joined Boulay in 1959 and remained at the firm until he retired in 1990. The firm was renamed Boulay, Heutmaker, Zibell & Co. in 1970. The BHZ name remained …

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