The Next Generation Of Advisory Firms Is Here

In an exciting move, two award-winning accounting firms are joining forces to bring an unparalleled level of strategic expertise to their clients. Boulder Valley CPAs, 2022 “Rookie of the Year,” and Accountability Services, 2022 “Firm of the Year,” are merging effective January 1, 2024.

This merger combines the innovative approaches and passion for empowering clients demonstrated by both firms. By integrating their teams and building on each other’s strengths, the new company will offer an expanded array of services tailored to help clients maximize their financial opportunities.

The Best of Both Worlds

Clients will benefit from the combined talent and experience of the merged firm’s accounting, tax, and advisory experts. The company will provide personalized guidance scaled to each client’s needs – from traditional compliance to high-level business strategy.

Partner Ernie Villany says, “We’ve transitioned to become proactive strategic advisors for our clients. This merger accelerates our evolution, bringing more resources and services to empower our clients’ success.”

A Shared Vision

This merger represents the next step in both firms’ commitment to elevating financial literacy and strategic planning. Together, their expertise and expanded capabilities will allow the new entity to be an even more valuable partner to clients.

Partner Lera Kooper says, “This union reaffirms our dedication to building strategies that go beyond financial statements to help our clients thrive.”

The merged company will continue to redefine what it means to be a CPA firm and shape the evolving advisory role of accountants. If you’re ready to take your business or personal finances to the next level, learn more about our services and set up a free consultation today.