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Jerod Breit, Executive Director and CEO

“The team at Blue & Co. has exceeded every expectation. It is rare that firms treat you like their only client and the fact that Blue & Co. does is why we believe our partnership will last. As a new non-profit in town, moving for the first time in our 130 year history, lots of change was happening in our world. It is a breath of fresh air to have a group of talented professionals always available for the many things that arise when running a business. If you are not a client, you should be – you won’t regret it.”

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Blue & Co., LLC Announces Expansion with Stokes & Housel, CPA

Bedford, Ind. (December 16, 2024) – Blue & Co., LLC, a top-60 accounting and advisory firm with offices in Indiana, Kentucky, Ohio, and Michigan is expanding into Bedford, IN. Effective December […]

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Benefit Briefs: Navigating Forfeitures in Defined Contribution Plans: Compliance, Usage, and Regulatory Considerations

By Debbie Herbert, CPA, Director at Blue & Co. If your defined contribution plan has a vesting schedule for employer contributions, you may be familiar with the term ‘forfeitures.’ In […]

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Essential ACH Policies and Controls for Not-for-Profit Organizations

By Karen Dringenburg, CPA, Senior Accountant and Andrew Brock, CPA, Senior Manager at Blue & Co. Are you a not-for-profit entity considering implementing ACH transactions? Or are you wondering if […]

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