Meet Noll & Company

Noll & Company is the rare blend of a firm that delivers certified public accounting services and legal counsel. Our firm provides financial statement reporting, tax, accounting, and legal solutions to privately held businesses, partnerships, and individuals. By combining accounting, tax, and legal needs under one advisor, our clients gain the ability to manage their financial success, calculate the tax impact of decisions, and obtain the proper legal advice.

Our clients look to us to provide proactive, integrated, and timely support. There is no need to bring in another advisor to assist with the legal aspects of estate planning, trust administration, or other contractual issues related to succession planning, buying or selling a business, merging a company, business, or entity structure, or other operations, or personal needs. We help clients ensure their financial reports are accurate, on time, and that they are getting the management reports needed to make informed decisions.

Who We Support

Our client base is diverse. They are individuals working for a company or already retired, families, privately held businesses owners, partnerships, and investment groups. Age is not a factor. Clients are seeking personalized support and advice that ties their financial reporting, tax, planning, and legal needs into one cohesive and seamless approach.

With every client our objective is to help achieve their goals. For some, the goal is to maximize short-term profits, while others may be concerned with developing the business so it can achieve long-term plans. For example, increasing the value of the organization in order to sell the company, or perhaps transferring the business to family members. Client value can be measured in many ways and we work with you to identify your definition of what’s valuable to you.

How We Work With Business Clients

Understand Goals

We learn what’s important from a short and long-term perspective.

Review Entity Structure

We step back and look at your legal structure. Is the business in the right entity form to best achieve today’s needs?

Develop a Business Plan

A plan needs to be developed and then implemented. Many people operate without a plan or fail to implement. We help you implement.

Create an Individual Plan

What the owners need to focus on for their financial plans, college needs, retirement, long term care options, estate plans, wills, and trusts.

Set Measurement Criteria

Agree on ways to measure progress. Measurement should be done with objective metrics. Activities and/or financial benchmarks that can be definitively said they were or were not accomplished.

Communicate

We meet with you frequently to discuss progress, obstacles, and for most, refinement the plan because situations and personal goals do change.

A Complete Resource for Your Accounting, Tax, and Legal Needs