Business Details
Your Trusted Partner for Accounting and Advisory Solutions
At Blue & Co. & Co., our mission is to empower clients through personalized accounting, auditing, and advisory services. With decades of combined experience, we specialize in delivering tailored solutions for industries including healthcare, not-for-profit, construction, and technology startups. Our commitment to diversity, equity, and inclusion ensures we serve as responsive, caring advocates for clients and communities.We prioritize transparency, ethical standards, and leveraging our expertise to help clients achieve both organizational and personal goals. Recognized for high-quality audits and innovative tax strategies, we act as trusted partners, focusing on long-term success and sustainability for every client.
Services
Assurance Services
Tax Consulting
Employee Benefit Plan Audits
SOC Reporting
Healthcare Consulting
Not-for-Profit Advisory
Lease Standard Compliance
Transaction Advisory
Planning Solutions
Dental Practice Consulting
Highlights and features
- We offer decades of industry-specific expertise in healthcare and not-for-profit sectors.
- Our team provides personalized service with a focus on client-specific needs.
- We maintain membership in the AICPA Employee Benefit Plan Audit Quality Center.
- Our commitment to diversity, equity, and inclusion drives community impact.
- We deliver high-quality audits and innovative tax strategies for long-term success.
Associations and certifications
- AICPA Employee Benefit Plan Audit Quality Center
What people say
Exceptional service
Knowledgeable team
Responsive partners
Detailed expertise
Proactive solutions
Services
Assurance Services
Our assurance services include audits, reviews, and compilations using advanced tools for risk assessment and tax integration. We focus on strategic financial planning and internal control evaluations to enhance decision-making. Clients benefit from tailored reporting and compliance solutions that align with organizational goals.
Tax Consulting
We provide comprehensive tax compliance and planning for businesses and individuals, including international tax strategies and R&D credits. Our team minimizes liabilities while ensuring adherence to evolving regulations like the One Big Beautiful Bill.
SOC Reporting
We conduct SOC 1, SOC 2, and SOC 3 reports to validate controls over financial reporting and data security. Our readiness engagements ensure clients meet trust services criteria and regulatory requirements efficiently.
Employee Benefit Plan Audits
Specializing in ERISA-compliant audits, we serve defined contribution, defined benefit, and health & welfare plans. Our AICPA-affiliated team ensures compliance with IRS and DOL standards, including 5500 filings.
Healthcare Consulting
We offer revenue cycle optimization, 340B program compliance, and managed care contracting for healthcare providers. Our consultants address reimbursement challenges and regulatory changes impacting hospitals and physician practices.
People
Kurt Beier
Director-in-Charge | Executive Committee Member
With deep expertise in accounting and client advocacy, Kurt leads Blue & Co. & Co.'s Carmel office, focusing on strategic growth and service excellence.
Gavin Fox
Director
Gavin specializes in healthcare consulting, delivering solutions for revenue cycle management and regulatory compliance to improve client outcomes.
Debbie Herbert
Director
Debbie oversees employee benefit plan services, leveraging 20+ years of experience in audit quality and ERISA compliance for 230+ plans annually.
Priya Singleton
Quality Control Director
Priya ensures audit excellence across industries, with a focus on lease standard compliance and technical accuracy in financial reporting.
Sara Jacobi
Director
Sara leads tax consulting initiatives, specializing in nonprofit taxation and the impact of legislative changes like the One Big Beautiful Bill.
Questions
What industries does Blue & Co. & Co. & Co. specialize in?
We specialize in healthcare, not-for-profit, construction, agribusiness, and technology startups.
Do you offer employee benefit plan audit services?
Yes, we audit over 230 plans annually with a dedicated team and AICPA EBPAQC membership.
How does Blue & Co. & Co. & Co. support not-for-profit organizations?
We provide compliance, tax planning, and strategic advisory services tailored to not-for-profit needs.
What is SOC reporting?
SOC reports evaluate controls for financial reporting (SOC 1), security (SOC 2), and general use (SOC 3).
Are your services available outside the U.S.?
We focus on U.S.-based clients with expertise in federal and state compliance.
