Mature Businesses

Proactive Accounting Solutions—So Your Business Can Thrive

Copeland Buhl is committed to your business and personal financial success. We collaborate with you, your management team, and professional advisors to provide comprehensive tax, audit and assurance solutions so you can focus on achieving your business goals and long-term success.

From financial statement preparation to complex tax planning and sophisticated audit and assurance services, we provide the support you need to stay ahead.

Eliminating the Blind Spots for Complete Financial Clarity

Our approach to your success includes recognizing your past accomplishments, helping you seize today’s opportunities, and preparing for tomorrow’s aspirations. Our approach includes:

The Past: Ensuring Accurate and Compliant Foundations

We handle the details of compliance so you can have confidence in the accuracy and completeness of your financial information.

The Present: Proactive Partnership and Communication

We maintain regular communication with you and your team, discussing current operations, upcoming plans, and year-end projections. We effectively communicate these priorities and objectives to the entire team working on your account, ensuring everyone is aligned and working towards your goals

The Future: Strategic Planning for Long-Term Growth

We help you anticipate future challenges and develop proactive solutions to maximize your success, exploring key strategic questions such as: What is your ultimate exit strategy? If succession planning is on the horizon, what’s the most tax-efficient way to transfer ownership? Is the next generation prepared to lead the business? If a sale is the goal, are your financial statements ready to facilitate a smooth due diligence process?

Seamless Collaboration, Exceptional Results

We invest the time into building close working relationships not only with you and your management team members, but also with your key professional advisors. Engaging your entire management and advisory team leads to better insights, stronger solutions, and greater value for your business.

Beyond the Numbers: Personalized Expertise for Your Business

While our team has decades of experience serving established businesses in industries like manufacturing, distribution, construction, and real estate, we see your business as unique. At Copeland Buhl, our deeply personal service and extensive experience allow us to provide the tailored value and expertise you need to thrive. Our rigorous quality control process includes regular high-level reviews of your plans and tax strategies, ensuring they align with your goals and propel your business forward. We take the time to understand your personal motivations and concerns, because that’s how we truly help you succeed.

Our business accounting services include: