Providing Value to Our Clients

Boldt Carlisle + Smith employees collaborating

We add value to our clients’ businesses by offering insight and analysis on business performance, internal controls and financial reporting systems. This empowers owners and managers to make informed operating decisions, enables creditors to evaluate loan applications, and helps individuals make investment decisions. Boldt Carlisle + Smith provides publicly owned corporations, privately held businesses, not-for-profit organizations, and employee benefit plans with assurance services including compilations, reviews, and audits.

Our business consultants help you improve and grow every aspect of your company. We help our clients achieve success through:


Using specific industry data, your BC+S consultant will show you how you match up against similar businesses in your field and offer recommendations for improvement. You’ll receive customized solutions delivered in an accessible format.

Tax Advising

BC+S offers a wealth of tax advising services beyond the traditional year-end tax planning. Meet with your CPA to learn more about charitable giving optimization, qualified opportunity zones and tax law changes surrounding Section 199A and business entity selection.

Internal Control Analysis

BC+S consultants can help you evaluate and even design effective internal controls over your business. Use the guidance offered to mitigate risk, improve efficiency and increase profitability.

Valuation & Cost Segregation

Are you and your business nearing a transitional period? We work with other professionals to provide valuation services. If you have acquired new facilities or made substantial improvements, a cost segregation study can maximize your depreciation and tax savings.

Boldt Carlisle + Smith stationaryBudgeting & Forecasting

In addition to offering a detailed 5-Year Projection and Analytic Expectation Gap Report, our consulting team will help you develop and prepare your budget. With QuickBooks ProAdvisors on Staff, we’ll help you solve any kind of accounting challenge through a consultation or brief training session.

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