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Consulting & 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.

M&A Advisory Services

Whether you’re buying or selling, we offer a clear view of risks and possibilities.

Abdo Financial Solutions

Specialized financial management for local governments.

Litigation Support

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

Forensic Accounting

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

Business Valuation

Complete, timely valuation as well as ongoing advice to maximize company value.

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

Abdo Insights

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

The Coronavirus State & Local Fiscal Recovery Funds Final Rule

On January 6, 2022, the US Treasury released the Coronavirus State and Local Fiscal Recovery Funds Final Rule. The Final Rule is effective April 1, 2022, and provides much-anticipated clarification. The Interim Final Rule is still effective through March 31, 2022, but the Final Rule can be implemented prior to its effective date.

Could Your Food, Beverage, and Agriculture Business Qualify for the R&D Tax Credit?

Although the R&D credit is for any U.S.-based business that develops, designs, or improves products, processes, formulas, or software—something food, beverage, and agriculture businesses do each day—many have yet to apply for it. Most business owners assume it is only for research labs or large corporations. But this is far from the truth.

Abdo 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.