We focus on understanding your business to model scenarios and make personalized recommendations. At Boulay, our seasoned experts work closely with individuals, businesses, and public organizations to provide the most in-depth accounting, audit, tax, and financial consulting in the industry.
We combine our expertise in investment management and tax optimization with our wealth management services to answer key questions from our clients, so they can achieve their unique goals.Negotiations continue in Washington, D.C., over the future of President Biden's agenda.
We combine our expertise in investment management and tax optimization with our wealth management services to answer key questions from our clients, so they can achieve their unique goals.Negotiations continue in Washington, D.C., over the future of President Biden's agenda.
Services
At Boulay we work with individuals, closely-held businesses and public companies to help assure their financial success. Our team of over 220 professionals-including 35 partners and 107 Certified Public Accountants-is committed to give you the absolute confidence to make the best decisions and the peace of mind to know they are right.
As a small to midsized business owner, you're busy making decisions, managing employees and leading your company's growth. Working with an objective business accountant can help you make sound decisions and understand the effect they have not only on your business, but how they may impact you as an owner too.
Account Clarity's comprehensive accounting services are designed to help you with every aspect of your company's finances. Our online virtual-driven services give you record to report (R2R) access throughout the management process. We can collect, process, and deliver timely and accurate information to help you develop business strategies.
Quality audit and attest services are built on a deep understanding of your business and the challenges you face in achieving your goals. Ensuring your business operations run more efficiently on a daily basis is dependent on receiving meaningful, well-organized financial data in a timely and accurate manner.
Chances are, advising you on your company matters is one of the services you'll depend on most for workable answers on how to best manage all aspects of your business. And for good reason. You can always count on business advisors for our in-depth expertise and know-how to understand the big picture and give you invaluable insights to help move your business forward.
Reviews (2)
Sarah S.
Jan 11, 2022
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This review is from the perspective of customer service and user-friendliness of the website. I have an ESOP account that Boulay holds. I needed some documentation outside of the yearly statement in order to refinance my house. The website has little to no information - no phone number to contact, no information for account holders, nothing. I had to call multiple times to get anyone's attention. Left several voicemails with no call back. The receptionist couldn't help me get to anyone other than one single person who would not call me back. Ridiculous. I still don't have
Michael K.
May 15, 2018
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Background: I'm a fairly experienced investor who never appreciated the standard wealth advisory business model where I'm paying a fixed percentage on my assets under management, regardless of whether they grow or shrink.
Even so, as I'm moving from wealth accumulation into retirement spending, I've found that the financial strategy is much different with a number of wrinkles than can prove costly. Given my general lack of time and interest in a wide variety of activities, I finally agreed to consider contracting with an investment advisor. I visited four different agencies
Even so, as I'm moving from wealth accumulation into retirement spending, I've found that the financial strategy is much different with a number of wrinkles than can prove costly. Given my general lack of time and interest in a wide variety of activities, I finally agreed to consider contracting with an investment advisor. I visited four different agencies
