Business Advisory Services to Help You Succeed

When running your business, there is a lot at stake. From ensuring that you have the proper type of business entity to planning your organization’s next strategic step, it can be overwhelming for any individual to handle. At Bucknam & Conley, our mission is simple: to help you and your organization succeed. That’s why we offer comprehensive business advisory services to restaurant groups, real estate companies, private equity firms, and many other businesses. 

In the long run, having a business advisor by your side can assist in reducing costs and attaining record profits. At Bucknam & Conley, our business advisors make it their top priority to become experts in your industry to ensure that you receive the maximum benefit from working with us. By leveraging our decades of experience and industry expertise, we help you achieve your goals by offering the following business advisory services tailored to your needs.

What Our Clients Are Saying

“Working with Bucknam and Conley as our CPA’s has proven to be invaluable.  The depth of insight, strategy, and thought they have brought to the table has been unparalleled.  Whether it’s how to structure an acquisition, strategic development of a part of our business, helping us spot trends, or good old tax planning their dedication to our success in each endeavor leaves us feeling more like a partner than a client.”

Tom Jaeger - CEO

Packet Tide - Software Company

“Melinda has been the accountant for my company for almost 15 years. Her guidance and support has helped me manage my business successfully during a variety of challenges. Melinda is exceptional in her skill as a CPA but beyond that she is patient, kind and responsive when I need it most.”

Dr. Erin Christopher-Sisk - President

ECS Psychological Services, P.C. and co-founder of Therapeutic Horses of Saratoga, Inc.

“We’ve had the pleasure of working with Bucknam & Conley CPAs for our accounting, tax planning, and advisory needs, and the impact on our business has been outstanding. Their team doesn’t just prepare our taxes, they think strategically about our entire financial picture and help optimize our tax position throughout the year, not just at filing time. They also maintain our books and records, lead our annual audit process for several investment funds with 3rd party accounting firms, and provide best-in-class fractional CFO services. Their deep industry expertise and proactive planning have helped us identify opportunities that have materially benefited Evergreen’s profitability and growth.

What stands out most is their personalized service and responsiveness.  We always feel like we have trusted advisors in our corner, not just another vendor. Whether it’s complex multi-state tax matters, strategic planning discussions, or real-time responses to questions from Evergreen or our auditors, the team at Bucknam & Conley consistently delivers thoughtful, high-value guidance.

We highly recommend them to any business owner looking for more than just a CPA, but a true partner in your financial success.”

Greg Guido

Evergreen Property Partners, LLC