Providing Value to Our Clients

We strive to add value to our clients’ businesses by offering objective insight and critical analysis on business performance, internal controls and financial reporting systems. Financial statements help owners and managers make operating decisions, enable creditors to evaluate loan applications, and help 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 can help you improve and grow every aspect of your company. We help our clients achieve success through:

  • Benchmarking
  • Strategic planning
  • Cash management
  • Budgeting and forecasting
  • Growth planning
  • Business planning and organizational development
  • Business transition planning
  • Operational improvement consulting