Services Overview
Elevating Financial Services
HeimLantz empowers business success through our cooperative relationships, strategic planning, effective analysis, and support services.
Meeting Your Business and Related Personal Finance Needs
Our firm serves entrepreneurs, business owners, executives, and growth minded organizations in industries such as government contracting, professional services, construction, and technology.
We provide tax planning, client advisory services (CAS), wealth management, leadership and executive coaching, audit and attest, and strategic advisory support across the full business life cycle, from start up and growth to transition and succession.
Our team leverages deep technical expertise and proactive planning tools, including our STEPS program and M&A advisory, to strengthen operations, build transferable value, and help clients achieve their long term goals. Through these offerings, we fulfill our purpose of making lives better by creating clarity, confidence, and sustainable success for the people and businesses we serve.
Services
Expert financial services are the key to success
Strategic analysis, planning, and execution are key to business and personal success, fostering compliance, prosperity, and growth.
Consulting Services
Empowering business owners with comprehensive consulting through every stage of valuation, growth, and transition with strategic precision and expert guidance.
Explore services
Client Advisory Services (CAS)
Enjoy a suite of services aimed at optimizing the health of your business through improved oversight, analysis, and efficiency.
Audit & Attest Services
Our services are tailored to help clients meet financial reporting requirements and assist informed financial solutions.
Tax Services
Guidance for tax related decisions and compliance, planning for estate and wealth transfers, strategic support for business finances, and other advisory services.
Coaching Services
Develop goals, strategy, and confident team leaders and empower executives with personalized coaching to enhance performance and drive results.
Federal Government Contracting &
Compliance Services
Compete in the federal marketplace with expert guidance for financial practices, regulatory alignment, and contract bidding.
Our Commitment
Bring strategic value to every financial move
Our team is holistically focused on its clients, their businesses, and opportunities that secure financial stability and create accelerated and long-term growth.
Clarity and Confidence
HeimLantz helps entrepreneurs and business leaders gain clarity and confidence in their financial strategies and business decisions.
Stronger, Transferable Value
Our experts guide organizations in building stronger, transferable business value that drives growth and future opportunities.
Lives Made Better
Through proactive planning and comprehensive advisory services, HeimLantz is dedicated to making lives better for clients and their teams.
What Clients Say
Elmfield Institute
"The team at HeimLantz is just amazing. We partnered with the firm after many years with the same firm and have been very pleased with the expertise and guidance they have provided. They have a willingness to explore and be creative in the advice and planning they provide. They are not just a CPA but have been a valued counselor that has helped our company look at what is not just important today but what will be important in the future. From the minute you walk in the door, you’ve entered a center of excellence."
GOVERNMENT CONTRACTOR
Aptive Resources, LLC
"The team at HeimLantz is extremely knowledgeable and always willing to help with any of our tax planning and financial service needs. They have gone above and beyond time and again to help our company achieve our financial goals. They are friendly and approachable and always willing to answer any question we might have. I would absolutely recommend them to any company looking for a strong, top-notch accounting firm."
REAL ESTATE
Celedon Partners, LLC
"HeimLantz is the right partner for us because of their flat fee engagement model. Our team can get clarifications and advice without additional fees, which gives an added level of trust to our relationship. They go above and beyond to provide us with the information and recommendations we need. We would recommend them to anyone looking for a great accounting firm."
CONSTRUCTION
IMER Group
"HeimLantz’s service has undoubtedly played a pivotal role in our overall success. Their expertise and dedication have significantly contributed to our achievement of goals. I must mention that Josh and Drew are outstanding members of their team. Their exceptional skills and unwavering dedication make them the best in the business. We are delighted with HeimLantz’s services and highly recommend them to anyone seeking top-notch audit assistance."
Aviation Systems Engineering Company
"Our business and HeimLantz have grown together over the last 15 years. The team has been an integral part of our company and its continued growth over the years. We have relied on their expertise and financial advice, as well as their business savvy to grow from a three-person company to one with over 250 employees. I would highly recommend them to anyone looking for a strong accounting partner that will be there to help grow and continue to help their company succeed."
Lee & Sylvia Marston
"Amy Smith has been and is an extremely helpful person for us. She has gone out of her way to do what we need."
Eagle Title
"The entire team at HeimLantz is geared towards creating solutions for their clients. They were instrumental in creating alignment for our company and ensuring our entire team is operating efficiently. Zack is an exceptional communicator and is terrific at giving you the tools to facilitate the growth of your organization."
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In the Business of Helping Business
We are strategic partners well-versed in achieving success for companies and individuals through forward-thinking strategy, objective analysis, regulatory expertise, professional commitment, and a track record for success.