We are a niche professional services firm providing accounting, financial reporting, tax
We are a niche CPA firm organized around the vision of providing best in class back-office services tailored to both single family offices and virtual family offices. We serve substantial, multi-generational families and their single family offices. We have also created Virtual Family Offices – a platform for facilitating a multi-disciplinary service team to offer the benefits of a single family office without the high cost of creating and managing one.
We have a passion for optimizing businesses to reach their full potential. Our business service line assists enterprising individuals and their businesses with all tax compliance and planning needs. We serve business owners through the entire business life cycle: from formation to growth to succession planning and exit. We provide value to businesses through key financial services including transaction and mergers and acquisitions consulting.
“We’ve been clients of Burkhart & Company since our company was formed…more than 20 years ago. Their services have been integral in our migration through various forms of business entities, including the addition of a foreign affiliate and a major transaction. Burkhart & Company has been with us all along the way…bringing their expert tax management and sound financial advice with them. They have also provided us with other value-added resources such as their extensive network of business professionals, attorneys, bankers, etc.”
Family Office CFO
“Our family office relies day-in and day-out on the back office financial administration provided by Burkhart & Company. Outsourcing these detailed functions to them has enabled us to increase our focus on investment strategies and charitable giving. The timeliness and quality of financial reporting have been improved, and our overall overhead has decreased. Our dedicated team at Burkhart & Company is without compare, a true class operation.”
An Elite Team
Our team has decades of collective real world insights at our clients’ access. We serve in a niche firm where we can drive expertise towards a bank of active and challenging clients. In this context we strive to continuously learn and develop our unique talents.
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