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Advisory

The vision to illuminate opportunity.
The expertise to build value.

Abdo professionals offer essential expertise and guidance, from the most complicated Merger and Acquisitions transaction to organizational goal-setting to estate and trust planning.

Building value requires a zeroed-in approach to defining strategic direction, succession planning and more. Our consulting and advisory services connect the dots to guide you on a clearer path toward your goals.

No one knows your organization as well as you do, so our process starts with listening. Once we understand your unique needs and challenges, we partner with you to develop solutions that move your organization forward. From monthly accounting services and valuations to long-term financial planning and process improvement, our advisors provide forward-thinking guidance to help you maintain momentum.

Client Accounting & Advisory Services

Providing expertise and outsourced support to successfully drive scalable growth.

Government Financial Management

Specialized financial management for local governments.

Nonprofit Accounting & Advisory

Comprehensive solutions for nonprofits of all shapes and sizes.

Forensic Accounting

A strategic approach to preventing, investigating and recovering from fraud.

Process Evaluation & Improvement

Realize your organization’s full potential through process improvement solutions.

Business Growth & Transition

Guiding your business through the ups and downs of operations - ensuring that you have a plan for success at every stage.

“We’re here because business owners and governments need solutions to their challenges. Through our dedication to teamwork, development and relationships, we will help our clients thrive.”

—Steve McDonald, Managing Partner

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Insights

A behind-the-numbers view of best practices and holistic thinking.

One Big Beautiful Bill Act: Key takeaways for real estate businesses

The OBBB has brought significant changes to U.S. tax law, including many tax benefits for real estate businesses. In this article, Abdo partner and business advisor Phil Wuollet highlights key takeaways to consider.

3 tips for buying or selling a business in uncertain times

Abdo partner and business advisor DJ Charley highlights three tips for buying or selling in uncertain times.

Expertise

Guiding you to the best way forward

Our experience delivers proactive problem-solving for any challenge.

Jay Dunphy, CPA

Jay’s core principle: help clients navigate bumps by strategically planning ahead for challenges.