Custom Consulting at Every Stage

Many of our new clients have been accustomed to only visiting their former accountant around tax time.

At BNA, we encourage all of our clients to engage with their dedicated team of certified CPAs throughout the year. Beyond basic accounting, you can rest easy knowing that you’re in capable hands for any of our integrated services:

Mergers & Acquisitions

Thinking about buying or selling a business? Let us help you get the most from the transaction including the tax benefit you deserve. From acquisition to integration, we can help you develop a strategy that will enhance both revenue and profit growth.

Social Security

Approaching Social Security age? We can help determine timing to ensure that you reap the greatest rewards for all those years of hard work. It’s never too early to sit down and discuss your retirement goals — reach out today to get started building a solid plan!

Financial Planning

Whether it’s starting a family, ending a career or entering into home ownership, let’s work together to make the most of life’s important goals. Together we’ll evaluate your current and future financial situation to predict the most desirable income, asset values and withdrawal plans.

Divorce

Major changes can be hard and oftentimes confusing but BNA is here to guide you through some of life’s more difficult times. Because settlements are in large part financial, let us help prioritize and plan for a comfortable future. By including BNA in this sensitive process from the beginning, we can increase the accuracy of your financial information and achieve a reasonable settlement with less time and stress.

Estate Planning

It’s never to soon to start planning. You’ve worked hard to earn an enviable collection of property and assets throughout your life so why navigate the confusing territory of securing these valuables on your own? At BNA, our job is to help you avoid expenses, getting the money to the people and places you love.

Expert Witness Services

In the event of a trial, we can work closely with your legal team to provide professional testimony on your behalf. While these trying times are rarely a welcome experience, you can rely on your trusted team at BNA to bring clarity and authority to your case.

From assisting with new business mergers to estate planning, why wait until you are faced with a financial emergency before you reach out to our experienced staff?

Contact us today and let’s get to work building you a brighter financial future.