Every. Little. Thing. Counts.
“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.
Validating financial information and accounting operations is critical. Organized financials provide peace of mind and help you run efficiently.
We leverage our expertise and industry experience, bringing strategic advice to clients during acquisitions, exit planning and other major transactions.
We take a customized approach that goes beyond implementation - monitoring and analyzing your program to keep you current, competitive and in full compliance.
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.
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.
Our style stresses flexibility and responsiveness, resulting in cost-effective services that meets your time-sensitive needs and expectations.
Our team focuses on small to mid-sized business - specifically the integration of corporate and owner strategies and their impact on future success.
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.
Our team delivers a compliant and integrated defense strategy which addresses today’s regulatory requirements and tomorrow’s threats.
Clients benefit from our unique ability to integrate income and estate tax saving strategies into traditional wealth management services - reaching your goals.
Is your business's information technology falling behind? If your business is simply too small to hire its own IT professionals, we can easily perform IT audits to ensure your information is protected.
In the digital age, security is especially important for businesses of all sizes. We provide SOC reports designed to ensure your business's data remains confidential and secure.
Accounting Advisory Brochure
Employee Benefit Brochure