Boulay has extensive experience with professional firms, including architecture, engineering, advertising, insurance, law and medicine. We currently have over 150 professional services clients, who we support with services including:
Consulting Services: identify the most advantageous form of professional practice (proprietorship, corporation, partnership or limited liability company), compensation planning, buy-sell agreements and employment contracts, stock purchase plans, and cash management strategies
Employee Benefits Services: design and accurately administer benefit plans to maximize benefits and minimize costs.
Accounting and Tax Services: offer comprehensive reporting and compliance services, prepare monthly, quarterly or annual financial statements, create customized financial management reports, tax planning and preparation services, and payroll and payroll tax reporting services.
Financial Services for Owner-Professionals: personal financial planning services such as tax reduction, education funding, retirement planning, investment strategies and estate planning.
