• Business Services

    A dedicated partner giving you the support you need to grow your business

  • Cunningham and Associates focuses on serving the business needs of privately held businesses and small to mid-size non-profits. We work best in partnership with our clients, acting as a seamless extension of their management and accounting teams. Our goal is to provide timely, innovative, and cost-effective solutions that improve our clients’ operations. As a mid-size provider, we offer service with a personal touch while saving you the higher costs of larger firms.


    Although we are not a large firm, we pride ourselves on the team of experienced professionals we have assembled, all of whom are dedicated to serving our clients. From the our Professionals sections under the About Us tab, you can see that many of our key associates have significant experience with some of the nation’s largest accounting firms.

    Can we help your business with any of the following services?

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    Accounting and Bookkeeping Services, Including Software Support

    Common engagements consist of one of our experienced CPAs working with a client on a regular basis whether it is weekly, monthly, onsite, or virtual. The CPA works directly with owners and management to provide a higher level of accounting and financial expertise and allow our clients to focus on what they do best – growing their business.

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    Assurance Services - Audit, Review, and Compilation

    Clients for whom we provide these services are often subject to various reporting requirements from regulatory agencies, lenders, investors, or other third parties. We consult with the clients to understand these needs and provide the right level of assurance services. We are often able to negotiate with the third party requiring the services to potentially lessen the requirements and subsequently the fees.

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    Business Tax Compliance, Planning & Returns

    Tax returns have established due dates which can provide unneeded stress to business owners, and nonprofit directors. We strive to alleviate this stress by thinking of tax compliance and planning as an ongoing process which has no set date. We maintain a focus on always keeping up to date with new tax code at the local, state, and federal levels providing our clients with a sense of certainty as it pertains to an uncertain topic. In addition, we have extensive experience preparing and filing returns for all entity types.

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    Controllership & CFO Services

    Similar to our accounting and bookkeeping services, our controllership and CFO services provide our clients with a higher level of financial knowledge for their company. A typical engagement may include oversight and review of employee accounting staff, financial analysis and planning for management and owners, review of outside vendors, and liaison with lenders and investors. This provides the client with additional knowledge and a second opinion which can supplement existing company capabilities.

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    Executive and Key Person Compensation

    Many techniques are utilized to compensate, reward, and retain top talent. We work with our clients to advise them on all options, focusing on the options that provide the most value and accomplish the objectives. Examples of our experience include buy/sell agreements, deferred compensation plans, key man insurance, and other retention techniques.

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    Estate and Business Succession Planning

    In most cases, our high-net-worth clients are current or prior business owners or high-level corporate executives. We assist clients with transferring wealth to the next generation while minimizing tax implications, but always focusing on the desires and objectives of the client. Additionally, our firm has done extensive work with employee stock ownership plans (ESOPs).

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    International Services and Other Specialty Technical Service Areas

    The above list of services is not exhaustive. Our firm is, at its heart, a team of problem solvers and our professional network provides us with resources and knowledge that we may not have internally. We are members of The BDO Alliance which affords us access to resources, intellectual property and specialists from the 5th largest accounting firm in the world. Our partnership with the Alliance provides us with value, resources, and technical experience which we are able to provide to our clients while preserving our independence and exceptional service.

  • Process for New Clients

    We provide effeciency and clarity, eliminating your time spent



    You will speak to one of our business service team members to determine your needs and the scope of services.



    Once we understand your needs, we will create a custom proposal, outlining the scope, timeline, and associated costs to you.



    Once the proposal is accepted, we get right to work, ensuring timely and quality delivery of service.