Financial Guidance to Private Companies

Providing specialized corporate financial advisory, tax, and assurance services

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Private Companies look to us to provide:

  • A regional CPA firm to serve as a trusted resource for financial compliance services
  • A corporate tax resource
  • Accounting support for new regulations, real estate transactions, merger and acquisition activities, and special projects
  • A trusted advisor to turn to for specialized and unique corporate accounting and financial management challenges

Our Services

Financial statement audit, review & compilation services

Strategic tax advisory, preparation, and filing services

Specialized accounting advisory services

Specialized advisory services

Who We Work With

We work with companies from a wide variety of industries, located in the Pacific Northwest, and that are privately owned — including family owned, closely held, and private equity-owned businesses.

Our clients are companies that:

  • Typically have revenue in the $10–150 million range
  • Have qualified management teams in place including CEO, President, CFO, COO, Controller, and other top level managers and executives
  • Will engage a qualified regional CPA firm to provide specialized expertise

Our clients value:

  • Operating within legal, regulatory, and compliance requirements
  • Open and consistent communication throughout the year with no surprises
  • A firm that meets timelines and deadline commitments
  • Maximizing the full opportunities for their company
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