Business Details
Certified Accountants in NW Ohio | William Vaughan
For over six and a half decades, we have built a legacy of trust through our unwavering commitment to innovation, teamwork, and personalized client relationships. Our team of more than 100 professionals combines technical expertise with industry-specific knowledge to deliver tailored solutions for complex accounting challenges. Specializing in audit, tax compliance, and advisory services, we serve businesses across agribusiness, healthcare, manufacturing, and other sectors. Our deep understanding of evolving tax regulations enables us to minimize liabilities while maximizing growth opportunities for clients. We distinguish ourselves by simplifying complex financial matters through proactive planning and rapid issue resolution.Rooted in the values of accountability and advocacy, we maintain rigorous standards through continuous professional development. Our collaborative approach fosters long-term partnerships where clients become trusted partners in shared success. While headquartered in northwest Ohio, our influence extends nationally through strategic affiliations with specialized service providers. This regional focus combined with comprehensive capabilities makes us a preferred choice for businesses seeking strategic financial guidance.
Services
Audit & Assurance
Tax Planning & Compliance
Transaction Advisory Services
Cloud Outsourced Accounting
Wealth Management
Highlights and features
- We have 65+ years of experience serving diverse industries including healthcare and manufacturing
- Our team of 100+ professionals offers specialized expertise in complex accounting matters
- We prioritize personalized service through direct partner access and tailored solutions
- We simplify complex financial issues through proactive planning and rapid resolution
- Our commitment to continuous professional development maintains the highest technical standards
Services
Audit & Assurance
Our audit and assurance services provide comprehensive financial evaluations for businesses across multiple industries. We combine technical expertise with industry-specific knowledge to ensure compliance with regulatory standards while identifying operational efficiencies. Our team delivers actionable insights that enhance financial transparency and support informed business decisions for clients ranging from mid-sized enterprises to large institutions.
Tax Planning & Compliance
Specializing in strategic tax planning, we help businesses and individuals minimize liabilities through proactive compliance strategies. Our services include domestic and international tax compliance, incentive programs, and implementation of recent tax reforms. We leverage current tax law expertise to develop customized solutions that optimize financial outcomes while maintaining strict regulatory adherence across all client engagements.
Transaction Advisory Services
We provide comprehensive transaction advisory services covering all phases of mergers and acquisitions. Our expertise includes due diligence, working capital analysis, and business valuation. We help clients navigate complex transactions by identifying risks, validating financial performance, and ensuring accurate working capital calculations to protect both buyers and sellers throughout the deal process.
Cloud Outsourced Accounting
Our cloud-based outsourced accounting services deliver real-time financial management solutions through advanced technology platforms. We handle complete accounting functions from accounts payable/receivable to financial reporting, enabling business owners to focus on core operations. This service integrates seamlessly with existing systems while providing secure, accessible financial data for better business decision-making.
Wealth Management
Through strategic partnerships, we offer wealth management services that connect financial resources with long-term objectives. Our approach focuses on building enduring wealth across generations through personalized investment strategies. We help clients align their financial resources with purpose-driven goals while maintaining strict compliance with regulatory requirements for individual and institutional investors.
People
Aaron Swiggum
Managing Partner
As Managing Partner, Aaron Swiggum leads with over 25 years of experience in public accounting. He specializes in audit and assurance services for manufacturing and professional services firms. His leadership emphasizes technical excellence and client-focused solutions while mentoring the next generation of accounting professionals.
Owen Beck
Partner
Owen Beck brings extensive expertise in audit and consulting services, focusing on construction and real estate companies. With 30+ years in the industry, he guides clients through complex accounting challenges while maintaining a strong commitment to professional development within the firm.
Nate Bernath
Partner
Nate Bernath specializes in tax planning and compliance for closely held businesses. His 20+ years of experience help clients navigate federal tax regulations while developing strategies that align with long-term business objectives and personal financial goals.
Bob Bradshaw
Partner
Bob Bradshaw focuses on audit and assurance engagements for nonprofit organizations and healthcare providers. His 28-year career emphasizes not-for-profit accounting standards and helping clients achieve operational efficiency while maintaining compliance with regulatory requirements.
Jenny Furey
Partner
Jenny Furey specializes in tax compliance and consulting services for high-net-worth individuals and business owners. With 22 years of experience, she develops strategic tax reduction plans while providing year-round advisory support to help clients meet their financial objectives.
Questions
What accounting services do you offer?
We provide audit & assurance, tax planning & compliance, transaction advisory, outsourced accounting, and wealth management services across multiple industries.
Which industries do you specialize in?
Our expertise spans agribusiness, construction & real estate, healthcare & dentistry, manufacturing & distribution, nonprofit organizations, and transportation sectors.
How are you different from other accounting firms?
We combine 65+ years of experience with industry specialization and personal service. Our team of over 100 professionals delivers tailored solutions through direct partner access.
Do you offer technology-driven accounting solutions?
Yes, our cloud-based outsourced accounting platform provides real-time financial data and automated processes for improved business decision-making.
What geographic areas do you serve?
While based in northwest Ohio, we serve clients nationally through strategic partnerships and technology-enabled service delivery solutions.
How can I access your services?
Contact our team through our website or schedule a consultation to discuss your specific accounting and business advisory needs with a qualified professional.
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