Affiliations

Our allies bring more power to you.

We want you to expect great things from us. So we only join forces with fellow overachievers: top organizations and service providers who deliver significant expertise, connections, and resources we naturally share with you. Here are some of our allies we tap to help us take every engagement from good to great.

BDO Alliance USA ›BDO Alliance USA

We’re an independent member of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals. The BDO Alliance USA presents an opportunity to expand services to clients without jeopardizing our existing relationships or our autonomy by accessing the resources of BDO USA, LLP and other Alliance members, so anywhere you do business, you can enjoy the confidence of worldwide connections alongside the personal, responsive service of a local firm.

Confluence Wealth Management ›

Strategic objectivity. Close personal attention. Confluence combines both to help clients at all stages of wealth achieve their life goals. How? With a fee-only structure, a holistic approach to solutions, and advisors who offer over 100 years’ combined expertise.

Perkins Consulting ›

For over 15 years, Perkins Consulting has specialized in making information powerful and actionable. As companies struggle to distill floods of data into business intelligence, investing in technology alone is not enough. Our proven integrated approach helps you get the right information to the right people at the right time—and achieve a consistently higher level of performance.

Financial Consulting Group ›

FCG is the leading organization of business valuation and financial consulting firms in the US—and it’s invitation-only. Our membership in this elite group helps us expand and enhance our practice through FCG’s technical assistance, tools, education, and events.

AICPA Employee Benefit Plan Quality Audit Center ›

Our EBPAQC membership keeps us up-to-date and holds us to the highest standards in this specialized practice area. The EBPAQC brings together firms committed to audit quality, providing resources and raising awareness about the importance of employee benefit plan audits. Our commitment includes a high leadership role: Perkins shareholder Jennifer Elder serves on the AICPA Technical Standards Subcommittee. Our membership also gives us access to the best practices, guidelines and tools focused on quality improvement.

Affiliations in Your Industry

See our many industry and community memberships ›

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