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Closely-Held Business

We are here for you.

Whether you are choosing a new business legal structure, purchasing a stake in a franchise, or expanding your current operations, our team has the experience and dedication to help you achieve your goals.

You will benefit from our holistic approach to serving the business and you, its owners. While every CPA firm knows accounting and tax, we are passionate about getting to know your business and making a meaningful impact. For us, it boils down to our mantra of helping our clients achieve genuine success.

Who we serve.

From public companies, family-run businesses, and high net worth individuals, to newly-formed operations, we assist clients in setting up their systems and conducting their operations to achieve financial success.

Services Overview

quickbooks desktop discontinued

QuickBooks Desktop No Longer Available for New Subscriptions after July 2024

By Nancy Orben, CPA, Senior Manager at Blue & Co. Intuit has announced an official cutoff date for new purchases of QuickBooks Desktop. How does this effect you? If your […]

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Blue Value Advisors logo overtop a photo of a skyline

Blue & Co., LLC Announces the Launch of Blue Value Advisors

CARMEL, Ind. (January 18, 2024) – – Blue & Co., LLC is excited to announce the launch of Blue Value Advisors (BVA), a business advisory and exit planning service line. […]

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529 plan

Unlocking Educational Wealth: The SECURE Act 2.0’s Transformation of 529 Plans

By Jackie Emert, CPA, MST, Tax Manager and Amy Sandlin, CPA, Tax Senior Manager at Blue & Co. Have you heard about the SECURE Act 2.0? It builds on the […]

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Connect with our team.

To learn more about our services and areas of expertise, send us a message.