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Family Businesses

Family Businesses

Privately-held, owner-run and family businesses have needs and perspectives that set them apart from other companies. The business often represents a significant percentage of the owners’ assets, requiring a mix of personal and business planning. Family-owned businesses may also have complex succession and corporate governance issues and need support for optimal planning and decision making.

That’s where QRGA comes in. We understand the balance between “business” and “family” that is an integral part of every family business. From taxes to wealth management to succession planning, we are ready to help you navigate both.  We look out for your business and your heirs, and help you protect your life’s work and family.

A family owned company needs an accounting firm that understands and appreciates the unique and difficult challenges faced when doing business with family members. At all times, our goal is to assist you to profitably manage your family business, and to help ensure a successful exit for the owners, whether it is a succession to the next generation or sale of the company.

Count on QRGA for the following services for family businesses:

  • Accounting and financial statement preparation
  • Corporate tax compliance and preparation
  • State and local tax services (SALT)
  • Entity selection
  • Audit, review and compilation
  • Individual income tax preparation
  • Internal accounting systems and financial controls
  • Cash flow management
  • Budgeting and forecasting
  • Business succession planning and exit strategies
  • Outsourced accounting
  • Interim CFO and Controller services
  • Estate & gift planning
  • Industry and financial benchmarking

You can count us.

Whether you are growing a business or planning a more secure financial future for your family, you can count on the team QRGA to put our skills and experience to work for you. It all starts with an initial consultation where we learn more about you, and you learn more about the benefits of becoming a QRGA client. Let’s talk! Call us at (781) 551-0040, or send an email to


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