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

Related News

Dec 09

Virtual Banking Forum: Finance, Accounting and Strategy Track

As the world has changed due to COVID-19, we are moving…

10:00 am - 3:00 pm
View Event
Jan 07

Financial Services Quarterly Reporting Update – 4th Quarter 2020

Join us on January 7, 2021, from 2pm – 4pm EST,…

2:00 pm - 4:00 pm
View Event
Apr 08

Financial Services Quarterly Reporting Update – 1st Quarter 2021

Join us on April 8, 2021, from 2pm – 4pm EST…

2:00 pm - 4:00 pm
View Event