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

A New Tax Break for Farm Sellers: Understanding IRC Sec. 1062 and the Four-Year Installment Election

Rising land values continue to pressure family farmers across Kentucky and the broader region. For many retiring...

Preparing for 2026 Reimbursement & Regulatory Shifts: What Independent Practices Need to Know Now

Independent medical practices are facing a challenging, but navigable, future. From downward pressure on reimbursements...

Stockholders Insurance and Auto Usage: Rules, Penalties, and W2 Reporting Requirements

Stockholders who utilize company vehicles or are covered under company insurance plans must adhere to specific rules...

Who We Serve