Closely Held Business

Who We Serve

Affordable & Low Income Housing
Closely Held Businesses
Employee Benefit Plan Audits
Financial Institutions
Individuals & Estates
Medical/Dental Practices
Nonprofit Organizations
Professional Firms & Practices
Real Estate
Timber & Logging

What do an advertising agency, a metal fabrication business, a commercial construction company, a string of convenience stores and a quaint little gift shop all have in common? Each of these family concerns has their own unique set of opportunities and challenges, and that’s why it’s not enough for an accounting firm to simply churn out bookkeeping, tax returns and financial reports as if every family business was born from the same cookie cutter.

We specialize in taking the time to learn about the type of business your family owns as well as developing close working relationships with all family members involved, even if they don’t participate in the everyday operations of the company.

Working with families is what the human side of the accounting profession is all about: communicating, listening, providing practical ideas, delivering unbiased perspective and earning trust. We become part of your family business, and your success becomes ours.