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Who We Serve > Medium & Large Privately Held Companies

Medium & Large
Privately Held Companies

Local. National. International. The Right Balance.
The combination of exceptional service, extraordinary results, reasonable fees, and the breadth and depth of services we provide has made TBG the firm of choice for the accounting, tax and business advisory needs of hundreds of medium to large sized companies and their owners. Outside of the Big 4, no CPA firm in upstate New York handles more medium to large sized ($15 to $500 million) privately held companies than The Bonadio Group.

We work with companies that have local, multi-state and international operations on matters ranging from auditing and risk management to complex international tax issues, & More. For medium and large privately held companies, TBG offers just the right balance of size, local authority, engagement resources, technical resources, proximity and reasonable fees. For the owners and shareholders of these companies, we offer innovative and proactive ways of growing and protecting your assets while ensuring that you are in compliance with applicable laws and regulations.

• Overview
• Perpetual Profits
• Services for Medium/Large Privately Held Companies

Overview

Why Owners Love our Auditors
The Bonadio Group maintains one of the largest commercial audit and tax practices in Upstate New York—it’s core to who we are and what we do, and a tribute to the experience, expertise and dedication of our professionals. We believe that an audit represents more than just attestation on financial statements—to us, it’s an opportunity to analyze your performance, uncover risk, explore opportunities to save you money, and to offer specific suggestions for improving profits.

For purposes of protecting and growing assets, clients turn to TBG for more than financial statement audits. We perform operational audits, vendor compliance audits, and internal audits, among others.

One of TBG’s fastest growing audit service is employee benefit plan auditing, and currently, we audit over 200 employee benefit plans each year. We are committed to staying abreast of changes in the employee benefit plan arena, including IRS, Department of Labor (DOL) and ERISA requirements. The combination of our commitment, technical expertise, reasonable fees, and the qualifications of dedicated TBG professionals specializing in this highly regulated industry make us a firm of choice for auditing the employee benefit plans of medium and large privately held firms throughout upstate New York.

Technical Excellence + Creativity + Proactive Tax Planning = Tax Minimization
Many accounting firms can provide the “technically correct” answer to a given tax question, however, TBG is committed to combining technical excellence with creative and proactive tax planning. Our foremost objective is to reduce the tax liability of corporate clients and their owners. TBG’s tax group includes multi-state and international experts, and we bring the resources of our national and international Moore Stephens affiliation to the table where appropriate.

Within the tradition of our “& More” philosophy, we are determined to minimize your tax obligations on both a corporate and personal level. We are experts in cost segregation studies, R&D tax credits, the Section 199 Manufacturing Deduction, Section 460 studies for contractors, international taxation of businesses and individuals, and local economic development programs offering tax credits and other incentives.

Risky Business Made Less Risky
The rapid change in today’s business environment exposes private companies to an ever-changing array of risks. Through our Enterprise Risk Management Group, TBG provides a suite of enterprise risk management services, from SOX 404 compliance to forensic accounting & More, at the rates of a regional CPA firm. Our mission is to help you minimize risk through delivering major improvement, business process change and compliance initiatives that create excellence and integration in people, processes and systems.

For example, we have assisted dozens of companies around the globe to assess, test, remediate and document their financial and IT internal controls. Our technology risk assessments and IT consulting services are designed to produce true benefits for our clients, rather than just a compliance cost.

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Perpetual Profits

For medium and large privately held companies ready to increase their profitability and fully explore the promise and power of their business data, The Bonadio Group’s Perpetual Profit Program^SM (P³) is a management consulting service featuring Salient Corporation's business intelligence software for recognizing and capturing profit improvement opportunity.

Unlike other profitability improvement tools or initiatives, P³ combines configuration and action plans prepared by our expert finance and management consultants with a powerful software tool that easily and quickly mines and presents insights from across a company’s data, regardless of location, application or platform. Bonadio’s consulting provides the insight for immediate results while Salient’s Business Intelligence software provides the platform for continuous profitability improvement.

For further information on the Perpetual Profit Program^SM and Salient Corporation’s Business Intelligence Solutions, call Don Eichenauer or Kent Godwin of the Bonadio Group at (800) 487-7624 or click here to email them.

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