Services

Accountants for Family-Owned and Closely-Held Businesses & More

At H&M, we don’t just say we offer top-level client service – we can actually back it up. We mean it when we say our clients are our top priority. Our accounting team will meet you where you are financially, and stay with you as your business and personal finances change and grow. Our services are plentiful and scalable, making us a unique and smart choice for anyone searching for a new accounting relationship.

You will be surprised by all that we offer.

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All the Services

of a Larger Firm with the Approach of a Mid-Size Operation

Many believe that bigger is better when it comes to accounting firms. At Holbrook & Manter, we beg to differ. When you go with a firm that is a bit smaller in size, but still armed with experts in the accounting field who have decades of experience under their belt, you’re making the right decision. Clients are often surprised to see the breadth of services that we offer, and that surprise turns to delight once they realize they have picked a firm that communicates openly and provides timely deliverables. We aren’t just here to help; we want to help.

The Services We Provide

Audit & Accounting
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The experienced Holbrook & Manter Audit Team has great knowledge regarding thorough tax audits, accurate benchmarking, extensive reviews and other accounting services to ensure you and your business are compliant and profitable.

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Business Advisory Services
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At H&M, we provide far more than just accounting services. As large and small business accountants, we also act as advisors to owners of businesses of all shapes and sizes, supporting our clients from every possible angle and ensuring they have every opportunity to make their businesses thrive.

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Outsourced Accounting Services for Businesses of All Sizes
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An entire portion of our staff, internally known as our Business Services & Solutions Team, is dedicated to helping business owners handle the accounting matters for their operation. From bookkeeping to payroll management and everything in between, our BSST team can help.

More Details Visit Our BSST Website

Business Valuation
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Our certified accountants provide expert business valuation services to companies of all sizes. With a focus on maximizing the valuation of your company, we take a meticulous look at all of your assets, leverage our intense training, and suit you with a comprehensive and accurate assessment.

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Collections
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Believe or not, we have a team of collection specialists who enjoy collecting funds owed to your business! Take this unpleasant exercise off your plate today and let us be of assistance in getting you the money you are owed.

More About Collections
Non-Profit Accounting
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H&M assists charitable organizations and not-for-profit entities with bookkeeping, auditing, reporting and donation management. Our team follows AICPA regulations to ensure reliable accounting services for non-profit and not-for-profit organizations.

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Private Wealth
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It doesn’t matter if you are an individual business owner, a top executive, an investor, a pro athlete or a member of an affluent family – being financially successful is complicated. Every turn in your career and life forces you to make important decisions about your personal wealth management. When you make the right choice, you can continue to grow your wealth, stay compliant and preserve your legacy. Our Private Wealth Planning & Management team is well-known for working in this space.

Learn More Here
Tax Preparation & Planning
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We have been assisting businesses and individuals with their tax needs for well over a century. Our expert-level tax team makes the planning and preparation steps painless for you and your business.

Tex Details
Trust & Estate Planning
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A CPA plays an important role in trust and estate planning. Our experienced team of accountants and advisors takes the stress out of securing compliance and protection for you and your loved ones.

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Risk Advisory Services
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When it comes to protecting your financial future, no stone can be left unturned. No corners can be cut. This is why Holbrook & Manter has developed a team of risk analysis experts and SOC/SOX service providers, all dedicated to identifying any possible financial risks and providing the best solutions to ensure confidence and fiscal security.

Risk Advisory Details SOC Audit Services

Is it Time for a Change?

If you are frustrated with your current accounting services provider, now is the time to make a change. Don’t take a chance on one more unreturned call or late deliverable. Contact us today to begin a relationship built on trust and constant communication.

Reach Out Today

Interested in learning more about what Holbrook & Manter can do for you and your business? Reach out to us today for further information.

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