Exceptional service. Breadth of expertise. Extraordinary results.

Medium and large privately held companies frequently turn to Bonadio because we offer a refreshing combination of big-firm resources and small-firm personal attention.

We're proud to have earned a reputation in our region as the firm of choice for accounting, tax and business advisory services for hundreds of sizable privately held companies and their owners. In fact, outside of the Big Four accounting firms, no firm in Upstate New York handles more medium- to large-sized ($15 to $500 million) privately held companies than Bonadio.

We offer companies that have local, multi-state and international operations on matters including:

  • Auditing and taxes, including complex international issues
  • Risk management
  • Regulatory compliance

Those companies' owners also turn to Bonadio for personal service. Of course, we offer the usual tax preparation services. But our deep experience with privately held firms also gives us insight into many of the issues facing owners. We can work with you to address a wide range of business-related considerations, such as:

  • Succession planning
  • Wealth management
  • Retirement planning

Owning a large, complex company comes with challenges and uncertainties. Our dedicated team understands the fine line between you and your company—financially and otherwise. We can help you make sure you have confidence and peace of mind in both sides of the equation.

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