Business Details
43 Years
experience
Your Trusted Accounting Partner in Covington KY
Founded in 1983, our firm has dedicated itself to delivering customized accounting and advisory services tailored to each client's unique needs. Our team of experienced professionals specializes in tax strategies, audit assurance, and financial consulting, serving businesses, nonprofits, and individuals across multiple industries. We prioritize building long-term relationships by providing proactive solutions that address both current challenges and future goals. As an independent member of the BDO Alliance USA, we combine local expertise with national resources to enhance our service offerings. Our mergers with Collins, Heeb & Associates and Hayes Neltner & Schmidt have strengthened our community presence while expanding our knowledge base.We focus on creating sustainable growth for clients through personalized tax planning, compliance management, and strategic advisory services. Our professionals bring decades of collective experience in specialized areas including auto dealerships, insurance, and real estate. We maintain a client-centric approach that emphasizes transparency, ethical standards, and measurable results. Our commitment to excellence is demonstrated through our continuous pursuit of innovative solutions that optimize financial performance. We serve as trusted advisors to family-owned businesses, helping them navigate succession planning and wealth transfer strategies.
Services
Tax Strategies
Audit Assurance
Advisory Solutions
Client Accounting
Estate Planning
Succession Planning
International Tax
Forensic Accounting
Details
- Year established: 1983
Highlights and features
- Decades of experience serving local businesses since 1983
- Specialized expertise in auto dealership metrics and insurance structures
- Access to national resources through BDO Alliance membership
- Proven track record in succession planning and tax optimization
- Locally-based team with deep community connections
Associations and certifications
- BDO Alliance USA
What people say
Highly qualified professionals
Family business expertise
Proven succession planning
Trusted advisors
Deep industry knowledge
Services
Tax Strategies
Our comprehensive tax strategies combine compliance management with proactive planning to optimize financial positions. We specialize in federal/state filings, international tax, and enterprise zone credits while providing personalized estate planning solutions. Our team identifies missed incentives and develops long-term strategies aligned with business and family goals.
Audit Assurance
We deliver independent financial reporting assurance through audited statements and internal control assessments. Our services include Yellow Book audits, SOC 1 compliance, and fraud investigations. We focus on minimizing operational disruption while providing actionable recommendations for process improvements and regulatory compliance.
Advisory Solutions
Our advisory services focus on growth strategy and operational optimization through mergers & acquisitions support, business valuation, and cash flow analysis. We provide objective perspectives on succession planning, risk management, and technology implementation while maintaining strict client confidentiality throughout the engagement.
Client Accounting
We offer complete accounting department outsourcing with local expertise in QuickBooks, Deltek, and Ajera systems. Services include financial statement preparation, budget forecasting, and AP/AR management. Our team provides CFO-level support while ensuring accurate reporting and compliance with regulatory requirements.
Estate Planning
Our estate planning services integrate family wealth transfer strategies with business succession planning. We develop customized trusts, gifting strategies, and legacy plans that align with both personal objectives and business continuity needs while maintaining compliance with evolving tax regulations.
People
Thomas Munninghoff
Founding Shareholder & President
With over 40 years of experience, Tom established the firm's client-focused philosophy. He specializes in guiding family-owned businesses through complex tax and succession challenges while maintaining active leadership in client relationships.
Jonathan Hickman
Shareholder & Vice President
Bringing extensive expertise in accounting standards and regulatory compliance, Jonathan oversees service quality and professional development. He focuses on maintaining the firm's technical excellence while expanding service capabilities through strategic partnerships.
Scott Horne
Manager - Valuation Services
Specializing in business valuation and litigation support, Scott provides expert analysis for mergers, acquisitions, and dispute resolution. His work helps clients understand enterprise value and develop growth-oriented strategies.
Paul Neltner
Shareholder & Treasurer
With deep expertise in tax compliance and planning, Paul manages complex client engagements while overseeing the firm's financial operations. He focuses on delivering practical solutions that balance regulatory requirements with business objectives.
Zachary Kempton
Shareholder
Specializing in advisory services, Zachary helps clients optimize operations through strategic planning and process improvements. He focuses on providing actionable insights that drive growth and enhance organizational efficiency.
Questions
What industries do you specialize in?
We specialize in serving auto dealerships, insurance companies, real estate developers, and family-owned businesses with tailored accounting solutions.
How do you differ from larger accounting firms?
We combine local expertise with national resources through our BDO Alliance membership while maintaining personalized service and direct partner access.
What tax planning services do you offer?
Our tax services include compliance, international tax, enterprise zone credits, succession planning, and family wealth transfer strategies.
Do you provide outsourced accounting departments?
Yes, we offer complete accounting outsourcing with local expertise in QuickBooks, Deltek, and Ajera systems for businesses of all sizes.
How do you handle audit engagements?
We conduct independent audits with minimal operational disruption, focusing on compliance, internal controls, and actionable process improvement recommendations.
What advisory services are available?
Our advisory services include business valuation, merger & acquisition support, cash flow optimization, and strategic growth planning tailored to client needs.
