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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.

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.

How to use cash flow projections to bolster your business

While it can be easy to focus on week-to-week cash balances, it’s important to also look at the bigger picture—and this is where cash flow projections can help. In this article, Abdo Partner and Business Advisor Jay Dunphy shines a light on how cash flow projections can help to bolster your business.

A step-by-step guide to choosing the right accounting system for your nonprofit

Selecting a new accounting system for your nonprofit can easily become an all-consuming endeavor. There are so many options, so many features, and so many solutions.

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.