Closely Held Business

If your business is large or small; it’s always on your mind. Our advisors work with you to strategize and implement custom financial solutions that fit your financial goals.

Whether you want to minimize your tax liability, start a business transition or grow into a new market, our Closely Held Business practice is ready to help.

Solutions

  • General ledger bookkeeping and analysis
  • Preparation and analysis of financial statements
  • Outsourced bookkeeping and accounting
  • Software evaluation and implementation

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Jan 13

2020 Quarterly Update – Fourth Quarter

How will emerging accounting, regulatory and market developments impact financial reporting…

1:30 pm - 2:30 pm
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Oct 06

Financial Services Quarterly Reporting Update Webinar

In our quarterly reporting webinar, we’ll provide participants with updates on…

2:00 pm - 4:00 pm
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Oct 27

BSA & HMDA Compliance Update Webinar

Join our HMDA expert, Drew Young, and our BSA experts, Nicole…

2:00 pm - 4:00 pm
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