Business Details
Trusted Accounting and Advisory Services in High Point, NC
We are a team of experienced accounting professionals dedicated to proactive customer service and value-add solutions. Our firm empowers clients by simplifying complex financial challenges, optimizing bottom lines, and driving business growth through personalized expertise. With a commitment to face-to-face collaboration, we combine the resources of a national firm with the approachability of a local partner. Our industry-specific knowledge spans construction, real estate, retail, and more, ensuring tailored guidance for diverse client needs.Founded on principles of integrity and innovation, we prioritize understanding each client's unique risks and opportunities to deliver actionable insights. Our services range from tax planning and audit assurance to strategic advisory for business transitions, all supported by a team-centric culture that values continuous learning and client relationships. We actively engage in community initiatives, reflecting our dedication to both professional excellence and social responsibility.
Services
Accounting & Auditing
Tax Planning
Business Advisory
Mergers & Acquisitions
Succession Planning
Financial Consulting
Payroll Services
Risk Assessment
Wealth Management
Industry-Specific Consulting
Highlights and features
- We offer 30+ years of combined experience in accounting and advisory services.
- Our team holds specialized expertise in construction, real estate, and retail industries.
- We implement a collaborative audit process with continuous client communication.
- Our proactive tax planning identifies year-round opportunities to minimize liabilities.
- We provide end-to-end advisory for business transitions and succession planning.
Associations and certifications
- BDO Alliance USA
What people say
Exceptional customer service
Proactive tax planning
Industry-specific knowledge
Responsive communication
Strategic advisory
Services
Accounting & Auditing
Our accounting and auditing services combine rigorous compliance with strategic insights. We conduct thorough financial assessments while prioritizing transparent communication and risk mitigation. Clients benefit from customized audit plans that address industry-specific challenges and regulatory requirements.
Tax Planning
We provide proactive tax planning strategies to minimize liabilities across business cycles. Our experts stay current with evolving tax codes to identify savings opportunities while ensuring compliance with federal and state regulations for corporations and individuals.
Business Advisory
Our advisory services address operational challenges through data-driven solutions. We assist with cash flow management, expansion planning, and performance optimization, leveraging industry expertise to support sustainable business growth and decision-making.
Mergers & Acquisitions
We offer comprehensive support for business transactions including due diligence, valuation, and integration planning. Our team helps clients evaluate acquisition targets, negotiate terms, and execute strategies aligned with long-term objectives.
Succession Planning
Our succession planning services ensure smooth business transitions through tailored strategies for ownership transfer, estate planning, and generational wealth preservation while maintaining organizational continuity and stakeholder confidence.
People
Jeremy
Assurance Partner
Jeremy brings 15+ years of audit and assurance experience, specializing in construction and real estate sectors. He focuses on delivering risk-based solutions while mentoring junior staff in technical and client service excellence.
Questions
What industries does Smith Leonard specialize in?
We specialize in construction, real estate, retail, employee benefit plans, and not-for-profit sectors, providing tailored accounting solutions based on industry-specific regulations and challenges.
Do you offer international tax services?
Yes, our international services include cross-border tax planning, compliance, and advisory for businesses expanding globally or managing multinational operations.
How does your audit process work?
Our audit process emphasizes early planning, risk assessment, and continuous client communication using modern technology to ensure accuracy and regulatory compliance while minimizing business disruption.
What advisory services do you provide for business growth?
We offer cash flow analysis, expansion planning, acquisition due diligence, and performance benchmarking to help businesses navigate growth phases and operational challenges effectively.
Can you assist with business succession planning?
Yes, we develop customized succession strategies including ownership transfer, estate planning, and leadership development to ensure business continuity and wealth preservation.
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