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Accounting, Tax Strategies, and Business Advisory Insights and Guidance for Privately Held Businesses


We understand the tax, accounting, regulatory compliance, and other business management issues keeping owners and financial executives of medium and large privately held companies up at night.

These will only grow in complexity over time.

See what Bonadio's CPAs and management consultants have to say about a wide variety of these issues for privately held companies throughout Upstate New York. Share your observations and insights with peers, and subscribe via the Community's RSS feed to get our latest postings via e-mail or through your reader.

Think Twice Before Making an ESOP Part of Your Exit Plan
Gordon Robbie, CPA

ESOPS are not for everyone, particularly construction companies - especially not now with everything the construction industry is going through in today’s economic environment.

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Taxes are only one aspect of your financial life – What about the rest?
Cynthia L. Turoski, CPA/PFS, CFP®

How about a financial checkup?

As individuals delve into gathering their tax information this time of year, they often get thinking about their finances in general. Why not take advantage of your focus in this area to do a financial checkup?

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Best Practices for Benefit Plan Management

Employee Benefit Plan Management
Best Practices for Benefit Plan Management

The highly regulated employee benefit plan world experienced even further governance during 2010. Now that the pressure of the October 15 filing deadline have passed, Kevin Testo, CPA has some insights and guidance on what Plan sponsors  can do to improve the day-to-day operations of managing their employee benefit Plan. Read more on Kevin’s five recommended best practices

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Bank SEC Comments
Jamie L. Keiser, CPA

Need to Know:  A Financial Institution’s 2011 Checklist  - Part 3
The Bonadio Group helps you navigate the myriad of proposed changes to accounting and disclosure requirements.   This week, Jamie Keiser, CPA and Principal discusses what has been the focus of SEC comments to bank registrants, and what banks need to prepare to do as the calendar year comes to a close.

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Important Strategic Business Planning
Gordon Robbie, CPA

In today’s economy, the name of the game is survival. And in order to be a success, businesses need to develop a much more strategic approach. Here, Bonadio Partner Gordon Robbie, CPA, gives you six smart steps to secure and successful business planning.

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