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read moreWe help business owners address the unique challenges facing them and take advantage of new growth opportunities to accomplish their short and long-term goals. The essence of our business advisory services is to provide timely and useful information that leads to real and lasting solutions and help your business rise to the challenges of a complex global economy, leveraging opportunities that increase profitability and the overall value of your business. Our consultants are innovators, troubleshooters and problem solvers ready to help you achieve success.

read moreGet back to doing what you do best. Have confidence your accounting is done right with a professional who knows your business. Our client accounting services (CAS) team ensures your books are ready to go for tax time so you can focus on your business. We firmly believe our clients get the most value when we have regular conversations throughout the year, not just during tax season. With a variety of services available to address client needs, our team of experts is ready to hit the ground running.

read moreWhen you spend time on accounting, tax, employee benefits or other business functions, you lose valuable time that could be devoted to serving clients. We have the experience to take care of your business functions, so you can concentrate on the work you love to do. Many firms offering professional business services are being challenged today - by competition, retention of associates and clients demanding more for less. Whether you are a consultant, provide technology services, information management, market research, legal or other professional business services, you need a strong partner to guide you with tax planning, human capital challenges, retirement planning, financial and practice management resource needs.

read moreLearn more about our discounted rates on Disability Insurance and request a quote from our partners at EZDIQuote. Mike Berry began his Employee Benefits career in 1999 and joined Aldrich Benefits in October 2019. Prior to joining Aldrich, Mike spent 20 years working as an employee benefits consultant at Mercer Health & Benefits. More recently, he was working as an employee benefits practice leader for a Las Vegas based firm where he focused. Steve Doty has spent over 30 years as an employee benefits consultant.

read moreOur CPA team meets your needs while helping you manage tax risk, control costs while reaping maximum benefit for your business. Employing professional tax planning services by an effective certified public accountant is an essential element of any integrated wealth management strategy for businesses. Our CPA team offers forward-looking consulting and compliance services to help you build your net worth and manage your obligations. Meghan Burton has over a decade of experience providing strategic tax planning and compliance to medium-sized, privately held companies and their owners.

read moreOrganizations of all types have a greater need for audit and assurance services. From a construction company seeking credit to a nonprofit asking donors for support - quality financial statements are required for more informed decision making. Our assurance and advisory services can help you deal effectively with those demands and other financial issues you face. Our service philosophy is guided by a deep knowledge of our clients, their business and their industry. We pride ourselves on being responsive and accessible.

read moreWe value quality over risk. Our team offers reliable financial information for decision-makers. Forward-thinking investments in technology such as Database Audit and Risk Control System, keep us ahead of the curve with industry best practices. Reliable and accessible, we pride ourselves on maintaining the highest of standards in our practice. 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.

read moreSandi joined Aldrich in 2019 and has 25 years of experience in private banking and working with high net worth clients who have complex family dynamics. Sandi is a longtime Oregonian, and is a valuable asset to her clients in the Willamette Valley. Formerly a Senior Private Banker for Wells Fargo, Sandi has a wealth.