BENEFICIAL OWNERSHIP INFORMATION

BOI

Keeping you ahead of the game Always

What we do

Let us take the stress out of running your business

Advisory

With BatesCarter’s advisory services, you can work on your business, not just in it. By offering our advice and expertise as you face important decisions, we assist in guiding your future. Always.

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Audit & Assurance

Our specialized teams work with privately held companies, government entities and not-for-profit organizations.

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Small Businesses

Make your financial life work, so you can focus on the reasons you went into business in the first place.

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Tax Services

Not only can we help you minimize your current tax burden, we can also assess your long-term tax threats to create a tax strategy that will help you protect your assets far into the future.

Learn more about tax.

WHO WE SERVE

Experience Matters

BatesCarter is a full-service firm, offering traditional accounting, tax and audit services, enhanced with a range of advisory, valuation and consulting services. BatesCarter has a depth of knowledge that many accounting firms cannot match. From taxation and advisory to audit and assurance we have purposefully structured our business to ensure that each client receives the attention of our firm's partners no matter what the need is.

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ebook

Why your small business should invest in technology

See how the right technology can have a big impact on your small business.

Download the eBook about Why your small business should invest in technology

Advantage

Your personal
finance edge

From the firm: Financial wellness for the modern business

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Debt management for business owners

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The why for AI

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