Congratulations to Meghan Marie Hannon, CPFA®, CRPS®, Partner and Head of Retirement Plan Consulting, on earning her CPFA® certification! The CPFA® designation is awarded to those who demonstrate the knowledge and commitment to provide exceptional fiduciary guidance and support. Well done, Meghan!
About us
We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services. Boulay works with closely-held businesses, public companies and individuals who are, or who aspire to be financially successful. Our focus is to help you protect your business, build your wealth and secure your future by partnering with you and integrating our depth of experience in accounting, tax and other financial services designed to “help you get there.” Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron Ohio 44333-2431* 1-800-765-5201 Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc. Prime Global is not affiliated with ValMark Securities, Inc. and ValMark Advisers, Inc. Third party posts do not reflect the views of ValMark Securities, Boulay PLLP or Boulay Financial Advisors, LLC, and have not been approved prior to posting.
- Website
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http://www.BoulayGroup.com
External link for Boulay
- Industry
- Accounting
- Company size
- 201-500 employees
- Headquarters
- Eden Prairie, Minnesota
- Type
- Partnership
- Founded
- 1934
- Specialties
- Assurance, Tax, Employee Benefits, Accounting Advisory, Consulting, Business Valuation, Mergers and Acquisition, SEC, Estate and Trust, ESOP, Wealth Management, Business Succession, SOC 2, Technology Risk Advisory, and Transaction Advisory
Locations
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Primary
11095 Viking Dr
Suite 500
Eden Prairie, Minnesota 55344, US
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2180 Immokalee Rd.
Suite 308
Naples, Florida 34110, US
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901 Marquette Avenue
#601
Minneapolis, MN 55402, US
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124 E Walnut St
Suite 310
Mankato, Minnesota 56001, US
Employees at Boulay
Updates
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Connect with Maria Ploen, Talent Acquisition Specialist, to learn how Boulay offers a #CareerFitForYourLife!
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Yesterday, the U.S. Bureau of Labor Statistics released inflation data for June 2024—showcasing a 3.0% year-over-year increase, which is a decline from 3.3% in May. Inflation remains above policymakers’ long-term target of 2%, however. Gasoline also played a large role in June’s inflation pullback as prices fell 3.8% in June relative to May.
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Boulay’s Tax Team had a great time at Smash Park for their department outing recently! After some round-robin play, teams were randomly assigned to create tough competition in both the bean bags and pickleball tournaments. Kevin Ellis and Taylor McAlpine took 1st place in bags, after a close match with Scott Johnson, CPA and Danielle Murray, CPA. Meanwhile, Brittany Johnson, Kyle Rouse, CPA, Ali Laska, CPA and Deontae Thorn, CPA were the pickleball champs!
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Boulay recently hired Daniel Cameron, CPA as a new Tax Partner. He joins Boulay with nearly 20 years of professional accounting experience.
Boulay Welcomes New Tax Partner - boulaygroup.com
https://boulaygroup.com
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Identifying the right amount of life insurance and shopping for property and casualty insurance requires careful evaluation of your financial situation and coverage needs. Here, Chris Claussen, CPA, CFP®, Wealth Management Advisor, and Zach Haire, Wealth Management Associate, provide guidance for navigating today’s insurance market.
How to Right-Size Your Life Insurance and Shop for the Best Property and Casualty Insurance - boulaygroup.com
https://boulaygroup.com
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Take a look back at the 2nd Quarter of 2024 to understand how the U.S. markets and economy fared the last three months.
Second Quarter 2024 Market Perspective - boulaygroup.com
https://boulaygroup.com
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On Friday, the Bureau of Labor Statistics reported that the June unemployment rate has risen to 4.1%, the highest it has been since November of 2021. The increase in the unemployment rate can be attributed heavily to the Federal Reserve combating inflation through raising interest rates with the goal of slowing down the economy to decrease inflation.
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As the owner of a small business, you have a lot on your plate. In this infographic, Boulay's Accounting Clarity team shares three signs it's time to outsource your company's bookkeeping tasks. Learn more on our blog: https://lnkd.in/gX5Gi4B8
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The Boulay Financial Advisors team had a great time at Brookview Golf Course last week for their summer outing! BFA enjoyed a day of fun and friendly competition with a golf tournament and lawn bowling. Despite the fierce competition, Michael Johnson, CFA®, Joe Bloodgood, CFP®, AIF®, Haley LaRue, CFP®, and Anika Lunde’s team clinched the golf victory! Congrats also to BFA’s lawn bowling champs, Matthew Heilmer, CFP®, Scott Nelson, CFA®, CFP® and Darlene Morton!
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