Advisory & Consulting Services

Business values are critical to various tax planning efforts and filings, fair value for financial reporting, litigation matters, succession planning and business sales. We have the specialists.

Our Cannabis team has the comprehensive expertise to deliver business accounting, including outsourced accounting, and tax solutions for owners and investors faced with unique requirements.

We help our clients achieve compliance in accordance with a broad spectrum of regulations and programs, including HIPAA, Medicare, Medicaid, DOH, HHS & more.

The Bonadio Group’s Digital Asset Practice combines technical excellence with creative and proactive tax planning, and consulting as it relates to the emerging digital assets industry.

Our certified fraud examiners help businesses, organizations and individuals identify, quantify, and mitigate fraud and white-collar crime through our forensic accounting, fraud investigations and risk mitigation services.

Keeping healthcare related entities compliant and fiscally healthy is the core focus of our consulting services. We strive to become a key business advisor to each of our clients and an integral part of their business planning team. We have a complete suite of strategies, tools, and tactics to address even the most complex issues.

Our talented IT risk management professionals have the expertise to provide a complete complement of services including compliance and attestation, IT audits, pen testing services, and general IT consulting to create cost-effective, strategic mitigation plans.

Through our extensive experience with internal controls, internal audit, fraud investigation, and working with regulators and external auditors, clients benefit from a level of knowledge that is difficult, if not impossible, to duplicate in-house.

Our Investment Banking Team has closed $900 million in middle-market M&A deals in the last 10 years. We provide our clients with comprehensive sell-side investment banking services, generally helping clients sell businesses with annual revenues from $10 million to $100 million and enterprise values from $5 million to well over $100 million.

Our Outsource Accounting and Finance team utilizes the latest cloud-based technology to provide customized financial reporting solutions for organizations and businesses across a variety of sectors and industries.

From analysis to execution, our team of experienced consultants provides public, private and government entities with focused advisory services that drive profitability, increase efficiencies, mitigate risk and improve operations.

We guide our clients in confidently moving through the complex mergers and acquisitions process - from planning and negotiations to closing the transaction and beyond.

Transportation Advisory Services (TAS) is a full-service student transportation consulting and advisory firm. Since 1987, TAS has provided comprehensive transportation efficiency studies, bid/RFP management services, and other targeted operational studies.