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
Insights
A behind-the-numbers view of best practices and holistic thinking.
New and improved Section 1202: How could you benefit?
In this article, Abdo senior manager Derek Bostrom and partner Matt Ringwelski highlight how you could leverage the recently enhanced Section 1202 Qualified Small Business Stock exclusion.
Important tax considerations for selling your business under OBBBA
Enacted on July 4, 2025, the One Big Beautiful Bill (OBBBA) brought significant changes to the business landscape. In this article, Abdo Partner and Manufacturing leader Tyler Petzel and Senior Manager Derek Bostrom highlight the key tax areas of the OBBBA that are essential to consider before and after selling your business.
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.