Our Financial Services

Full-service accounting solutions to fit your organization.

Since HBL was founded in 1973, we have been dedicated to superior service, comprehensive solutions, and reliable insight for businesses and non-profits of every size and stage of growth. Use your time more efficiently, make informed decisions, and hit your financial goals with our full suite of accounting and advisory services.

Accounting & advisory services that go above-and-beyond.

Unparalleled expertise. Unmatched service.

Accounting & advisory services

If you’re concerned with your company’s accounting processes, reporting accuracy, financial records or just challenged with enough hours in the day to figure out the financials, you needn’t stress any longer. Say hello to HBL – your friend and fiduciary – providing professional accounting and advisory solutions for business owners and executive directors.

Deep scrutiny. Developing a strategy. Dynamic solutions. HBL’s 300+ years of combined professional experience provides our clients with outsourced accounting and advisory services that directly translate into optimum success.

Experience peace of mind with our expert tax prep services.

Comprehensive tax strategies that go far beyond compliance

Tax preparation & planning

HBL specializes in person alized tax preparation and tax planning services designed to meet your professional needs. From navigating the complexities of local, state and federal regulations to ensuring accurate, timely filings and optimal tax strategies, we provide meticulous care to maximize your savings and minimize liabilities.

Trust HBL’s talented accounting team to expertly handle your tax challenges with the precision and personalization that only a dedicated boutique firm can offer.

Full-service financial expertise you won't find anywhere else.

Comprehensive accounting solutions customized for you

HBL 360

As your outsourced CFO, we leverage our agility, acuity, and deep industry knowledge to provide innovative accounting solutions and personalized attention that actually drives results.

When you partner with us, you’re not just hiring a typical accountant. You’re gaining a trusted team member. HBL 360 means you get complete access to our full-service staff of true fiduciary experts who will roll up our sleeves to guide you and go where other firms won’t.

We roll up our sleeves to help maximize your revenue and more.

Strategies and solutions to ensure your success

Revenue operations

Sometimes your organization or company needs outsourced help to optimize your operation. Providing support is what HBL does best. We help empower your business’s evolution by focusing on the little things and larger issues to save you time, reduce frustration and keep your revenue operations running smoothly.

With HBL, you’re enlisting a dedicated team of fiduciary specialists who will dive into the details, keep track of the important items, and tackle complex business challenges that other firms might avoid.

Industries we serve

Construction

We have built trusting relationships with many construction businesses including:

General Contracting, Specialized Construction, and Project Management, Renovation and Remodeling, Site Preparation, Design-Build firms, Construction Technology Companies, and Environmental Services firms.

Estates & Trusts

At HBL, we provide expert services for estates businesses, including:

Estate Planning, Wealth Management, and Trust Administration. Our experience also covers Estate Settlement, Asset Management, and Probate Service firms.

Healthcare

We support a diverse range of medical service businesses, including:

General Practices, Specialized Clinics, and Dental Offices. Access urgent care, diagnostic imaging, and rehabilitation at dedicated centers, Medical Technology Companies, and Wellness Centers.

Non-Profit

At HBL, we offer extensive expertise in non-profit services, including:

Fundraising and Development, Grant Administration, and Program Management. Our experience also extends to Non-Profit Consulting, Volunteer Coordination, and Strategic Planning firms.

Real Estate

At HBL we have experience with a comprehensive range of real estate services, including:

Real Estate Agencies, Property Management Companies, Development Firms, Brokerage Firms, Short-term rental and Commercial Residential Real Estate, Appraisal and Real Estate Technology Companies.

Trusted by business owners

HBL CPAs is an excellent choice for your tax needs, I would highly recommend them to anyone looking for experts to work with.

We’ve been with HBL for 7 years and counting for both our business and personal taxes and have never been disappointed. HBL are competent, timely and proactive.

HBL has been a godsend these past 2 years! We recently got hit with an amended return from 3 years ago, and they quickly sprung to action! Thanks to their help, we ended up owing less than half what we thought we were going to pay! Then this year, they did an awesome job on our taxes!! We are truly happy that we have found an accountant that not only knows what they are doing, but are extremely personable. If you need your taxes done, or are having IRS trouble, then you’ve come to the right accountant!

John, Coleen and the entire team have been great to work with on both my personal and business tax return. We have several mutual clients as well and I am confident in referring my clients to them for tax and accounting services. Thank you for always looking out for us and making our lives easier!

I have been using the services of HBL for 7 years now with no complaints. I view them as an integral part of my business. I meet with their CPA’s at the beginning of every fourth quarter to review for end of the year tax planning which is largely beneficial. Thanks for the great service!