Mark E Birge

At Aldrich CPAs + Advisors LLP, we are a group of dedicated professionals who are committed to improving the lives of our people, clients, and communities. With decades of experience in accounting, consulting, and wealth management, we use our deep industry expertise to guide you through today's complex financial landscapes.

Our Story

Our firm was founded on the principles of excellence, integrity, and a passion for helping others. We believe that a good decision is based on knowledge, not numbers. Our team of experts provides reliable financial information for decision-makers, and we pride ourselves on maintaining the highest standards in our practice. From audit and assurance to private wealth tax, our services are designed to meet the unique needs of our clients.

Audit + Assurance

Our team of professionals offers reliable financial information for decision-makers. We use the latest technology to ensure the highest standards in our practice, and we value quality over risk. Our audit and assurance services help you make informed business decisions with confidence.

Business Advisory

Our consulting work takes many shapes depending on your needs. With a team of experts in business valuations, business transitions, sales and mergers, and financial due diligence, we guide our clients at every stage of business. Our team of experts will work closely with you to create a plan that will ensure your years of hard work will be transitioned effectively to maximize the return for the future.

Outsourced Accounting Services

Get back to doing what you do best. Our team ensures your books are ready to go for tax time so you can focus on your business. With outsourced accounting services, you can rely on a professional who knows your business. Our team of experts will handle your accounting needs, so you can focus on what matters most.

Private Wealth Tax

From strategic tax planning to investment management and estate planning, our team of professionals works diligently to address issues facing successful individual clients. We specialize in serving C-suite individuals and family business owners, offering a unique approach to personal financial assistance through our financial concierge services.

Tax Planning

Constantly changing rules require a team who knows you, your business, and the tax implications. Our tax professionals meet your needs while helping you manage tax risk, control costs, and reap maximum benefit. With a strong alliance with the eighth-largest accounting network in the world, Crowe Global, we use our large-scale resources to deliver personalized results.

Transaction Advisory Services

When it comes to developing a succession plan for your business, there is no "one size fits all." We work closely with you to create a plan that will ensure your years of hard work will be transitioned effectively to maximize the return for the future.

Wealth Management

We're more than investment advisors. We're educators, planners, and guides to help our clients navigate their financial journey. With more than $4.5 billion in assets under management, we take a team-based approach to delivering the highest-quality services to our clients. Our award-winning professionals understand what it takes to manage wealth, and we're dedicated to helping our clients achieve their financial goals.