Small to Mid-size Businesses

Creating and running a small business is no easy feat. Our team is committed to serving and helping alleviate some of the challenges commonly faced by small to mid-size businesses. With the help of our operational and financial services, you can focus on your business venture and vision, while remaining in the loop on the health of your business.

Our services range from tax preparation, planning and representation, business valuation services with our credentialed and experienced business valuation analysts, audit and accounting assistance, payroll services, forensic accounting services for investigations or fraudulent activity through litigation support and witness testimony, as well as efficient technical support to enhance your operational strategies. Regardless of your needs, our team has you covered.

Lisa F 2018

Lisa DeVaughn Foley

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Insights

Funding Your Next Franchise: Calculating ROI & IRR for Expansion Projects

Whether you’re plotting a greenfield build in northern Kentucky, acquiring an underperforming franchise in Lexington,...

Enable Real Time Reporting and KPI Insight with Reach Reporting

Reach Reporting is a cloud-based financial reporting and visualization platform used by our Baldwin Elevate team to...

Understanding the Accounting Equation and the role of Debit & Credits

Whether you are a business owner, a finance enthusiast, or just curious about how companies keep their financials in...

Who We Serve