Business Consulting

Our business services can help you improve and grow every aspect of your company. We help our clients better understand company structure, inventory control, cash-flow, business financing, bookkeeping and payroll, and tax management. Our experienced CPAs can also help your business develop a succession plan, which is especially important for family-owned businesses, or even find the “perfect” employee.

We strive to add value to our business services by providing 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.

We also advise sellers in taxable and tax-free mergers and acquisitions. We perform due diligence, looking for business risks and exposure, and advise as to the tax ramifications of the transaction.