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.

Strategic Planning

When it comes to strategic planning and visioning, many businesses are so close to risks and opportunities they don’t know where to start. The BC+S Consulting team provides companies clarity and understanding so they can focus on the right objectives at the right time.

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. One recent engagement helped our client uncover employee fraud in excess 10 percent of annual income.

Business Valuation

Is your business nearing a transition period, or maybe looking to acquire a new business to expand operations? Determining the correct price is one key to success whether you are buying or selling. Our professionals are happy to assist you in determining the proper business value.

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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