Medium & Large
Privately Held Companies



Types of Clients

  • Automobile Dealers
  • Contractors/Construction
  • Distributors
  • Engineering Firms
  • Financial Institutions
  • Food Processors
  • For-Profit Healthcare Entities
  • High Tech Industries
  • Hospitality/Lodging Companies
  • Manufacturers
  • Newspaper Companies
  • Printing/Packaging Companies
  • Professional Services
  • Real Estate Developers and Owners
  • Realty Companies
  • Telecommunications

Local. National. International. The Right Balance.
The combination of exceptional service, extraordinary results, affordable fees and the breadth and depth of services we provide has made The Bonadio Group (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 TBG.

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 and technical resources. 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 tax laws and regulations.

Click to read our latest peer review report.


Exceeding Expectations with Extraordinary Professionals

TBG’s mission statement calls upon us “to be our clients’ most trusted business advisor and to consistently exceed their expectations.”

We bring this mission to life with an extraordinary team of partners and staff that serve the medium and privately held company markets across upstate New York. With six offices stretching from the Capital District to the western borders of New York State. TBG operates within a one firm/seamless location practice approach by making all of our professionals 100% available across the firm.

We invite you to click here to visit our medium and privately held company partner team. You’ll discover why hundreds of companies have made these extraordinary professionals their trusted business advisor.


Spotlights

In addition to the quality of our accounting, audit and business tax planning and preparation services, a key differentiator making TBG the accounting firm of choice for medium and privately held companies is the scope, depth and breadth of special services we bring to the table.

We call these “SPOTLIGHTS”, and urge you to spend a few moments with us, exploring the practical, proactive and innovative faces of The Bonadio Group. Our solutions will help you reach your financial, compliance, management and personal goals.

The Bonadio Group's "& More" way of doing business means that we also work closely with business owners to help them grow and protect their personal and family assets:


Thought Leadership, Innovation and Viewpoints

Bonadio Viewpoints Podcasts for Medium and Large Privately Held Companies

Viewpoints is The Bonadio Group’s award winning forum for presenting observations, insights, and information on contemporary accounting, tax, business management, and wealth management issues. Each Viewpoint is available in a printable format and a downloadable MP3 which can be played directly in your browser.

Click here for Medium and Large Privately Held Company Viewpoints.


For further information on TBG’s services for medium & large privately held companies, call us at (800) 487-7624 or contact us.


Services for Medium & Large Privately Held Companies

Extraordinary Responsiveness. Outstanding Results. Affordable Fees.

  • Accounting Systems Analysis/Design
  • Auditing
    • Employee Benefit Plans
    • Financial
    • Operational
  • Banking Relations and Financing
  • Business Application Software
  • Business Continuity Planning
  • Forecasting
  • Business Planning and Consulting
  • Business Valuations
  • Cash Flow Analysis and Projections
  • Collateral Reviews
  • Corporate Tax Planning and Preparation
  • Cost Segregation Studies
  • Employee Benefits
  • Enterprise Risk Management
  • Estate Planning
  • Family Partnerships
  • Feasibility Studies
  • Forensic Accounting/Fraud
  • Individual Tax Planning/Preparation
  • Internal Audit
  • Internal Audit Outsourcing
  • Internal Control
  • Inventory Accounting Systems
  • IT Consulting
  • IT Business Reviews
  • International Tax Services
  • Litigation Support
  • Management Consulting
  • Mergers/Acquisitions/Divestitures
  • Multi-State Tax Planning
  • Payroll Services
  • Projections and Forecasts for Financing
  • R&D Tax Credits
  • Risk Management
  • SAS 70
  • Section 199 Manufacturing Deductions
  • SOX 404
  • Strategic Planning
  • Tax Credit Generation and Utilization
  • Taxing Authority Representation
  • Tax Provision and Tax Accounting Consulting
  • Technology Risk Assessments
  • Wealth Management/Financial Planning

The Bonadio Group (TBG) is the largest independent CPA firm in upstate New York, providing accounting, tax, business advisory and financial services. With offices in Rochester, Buffalo, Albany, Syracuse, Geneva and Perry, we serve the needs of commercial, small business, public, tax-exempt and individual clients.