Consulting&Advisory_AdobeStock_271303310

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.

Business Growth & Transition

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

Forensic Accounting

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

Litigation Support

We provide peace of mind by assisting with all financial aspects of a court case.

Process Evaluation & Improvement

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

“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.

Could tax changes lie ahead? Key TCJA provisions to watch

With the 2024 election behind us, several tax changes are expected next year, including the expiration of many provisions of the 2017 Tax Cuts and Jobs Act on December 31, 2025.

Benefits of a data-driven approach to your employee benefit plan audit

In recent years, a solution has emerged that allows for a more efficient, data-driven approach to your annual employee benefit plan (EBP) audit – cutting back on stress for your finance and human resources departments.

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.