Closely Held Businesses

Focus on what you do best — running your business.  From early-stage small businesses to multiple-generation family businesses, we help you move to the next stage with timely accounting services and tax planning guidance.

Learn from our team of experienced accountants and CPAs, including QuickBooks® ProAdvisors. You will gain detailed knowledge about your financials that keeps you in control of pricing and margins, vendor relationships, payroll and more. Develop tailored key performance indicators, cash-flow forecasting or tax management strategies to be the next success story in your industry.

Insightful business solutions

With consistent five-star ratings for our QuickBooks® ProAdvisors, you can rest assured that other business owners trust our guidance throughout the year. Your company is constantly evolving, and we’re here to support those changes with services and knowledge just for you. If you need to know your profits by salesperson, your tax strategy for multiple states or the value of your business for succession planning, access our team directly for responsive guidance.

In addition, you gain advisory consulting services to address management or individual owner planning. Tell us your business or individual goals, and we can build the tools into your systems or consult with you on next steps.

At all levels of compliance, you can choose assurance services to address internal controls, financial statement reporting and benefit plans, to name a few. Mahoney is your one stop to be the next success story.

Bike shop business owner
“One of the things that really caught our interest was QuickBooks. We were using QuickBooks on the accounting and database side, but nothing to the extent they were able to incorporate into our business. We can better understand our expenses versus revenues, expenses by salesperson and staff person, and our true margins by vendor. They have helped us sustain cash over two years as we’ve hired key employees to grow new product lines to profitability. The people at Mahoney have been terrific to understand what we’re looking for and deliver on it.”
Mike Schmoll
Owner, Kindstrom-Schmoll, Inc., client since 2017
Learn more about the variety of outsourced accounting services our team delivers to closely held businesses.