Review & Audit Services


Financial Advisory

Management Advisory

Wealth Advisory


Circles of Influence

We work closely with professionals in different but related industries to give our clients the best information and advice. These include:


  • Tax
  • Corporate
  • Estate/Trust

Insurance Advisors

  • Business
  • Life/Disability/Certified Illness


  • Personal/Corporate Mortgages
  • Day to Day Business Banking
  • Equipment/Operating Financing


  • We maintain strong ties with professional counterparts across the country through Allinial Global, an association of legally independent accounting and consulting firms who share education, marketing resources, and technical knowledge in a wide range of industries.

Investment Advisors

Compensation/Retention/Recruitment professionals

KBH In-Office Commissioner for Oaths