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.
4 signs your construction company could be in financial distress
Financial distress rarely shows up as one obvious issue. Often, smaller problems or red flags emerge first. Identifying these early allows you to address them before they affect your company’s financial health. In this article, Abdo partner DJ Charley highlights four signs to watch out for.
How SBA’s New Quality of Earnings Requirement Will Impact Acquisition Lending
Beginning October 1, 2026, earnings quality will play a larger role in SBA-financed acquisitions. Buyers, sellers, lenders, and advisors who prepare for that reality early should be better positioned for a smoother transaction process.
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 the path forward by strategically planning ahead for challenges.