We're Listening

Day & Company: Listening to You and Guiding You Toward Clarity, Vision, and Sound Judgment

Strategic Planning

We will work with you to integrate financial reporting and tax planning strategies to support your company-wide planning goals.

About Us

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Services

We offer a full range of services for all of your accounting, tax planning and preparation, taxable transaction advisory, and wealth management needs

Day & Company goes beyond delivering financial statements, tax returns, and reports to provide insight and guidance so that you truly understand your data and you are better equipped to make sound business decisions. Our collaborative approach means that we listen to your needs and apply that insight to create ethical, holistic, and tax-efficient business strategies. We are accounting professionals who listen and offer thoughtful advice.

Consider us when you need a tax planning and taxable transaction advisory firm serving a diverse middle market client base.

We work with you to foster clarity, vision, and sound judgment. Take a moment to review our complete line of services.

Accounting

Do you need:

Compiled and reviewed financial statements?

Cash flow forecasts and projections?

QuickBooks tutoring, installation, training, and maintenance?

General Ledger software selection and implementation?

Consulting Services

Operating a mid-market business is complex and time consuming. It can also be difficult to find the proper resources to consult on business growth, sustainability, and succession. We’ve been a dedicated coach to middle market clients for decades, helping people understand everything from entity selection to multi-generational estate and business succession planning.

CFO & Controller Services

Clients transitioning from small businesses to the middle market frequently need CFO and Controller by the hour services. We believe these services should be transitional in nature as you work to build your own internal accounting staff. Our professionals can consult by the hour on a variety of business consulting matters along with controller services to facilitate the preparation of interim financial planning, interim financial reporting, budgeting, segmented reporting, and financial forcasting.

Wealth Management Services

Financial security is something we all desire, but we do not always know how to plan appropriately to achieve it. That’s where our experience and insight come in. At Day & Company, we provide comprehensive wealth management services, designed to offer peace of mind where your financial security is concerned. We work to guide you in several areas and develop a sound and effective plan for your future.

Tax Planning

We know your top priorities are paying less tax and keeping more of your hard-earned profits. This is best accomplished with comprehensive tax planning. Whether it is tax planning for corporations, partnerships, trusts, estates, or individuals, our experienced tax strategists work with you year round to develop a highly personalized plan with tax-saving strategies tailored to your situation.

Tax Return Preparation

TAX COMPLIANCE – FILING

EXAMINATION

APPEALS

AND PROSECUTION