Boulay

07/22/2026

Outsourcing your accounting isn't just about reducing costs, it's about building a stronger financial foundation for your business.

From improving efficiency and financial visibility to gaining flexibility and strengthening internal controls, the right accounting partner can help your organization grow with confidence.

Read our new blog to discover five reasons businesses are outsourcing their accounting needs: https://boulaygroup.com/five-reasons-to-outsource-your-accounting-needs/

07/15/2026

CMMC Phase II third-party audits are suspended, but compliance isn’t going away.

Defense contractors still must complete NIST SP 800-171 Rev 2 self-assessments under existing DFARS obligations. Use this window to strengthen your self-assessment processes and documentation before the program potentially changes.

This article breaks down what defense contractors need to know and do in the coming weeks: https://boulaygroup.com/cmmc-phase-ii-suspension-what-it-means-for-defense-contractors/

07/15/2026

Can a searcher CEO have a side gig while leading an ETA-backed company?

According to Nathan Faith, Partner at Boulay, the answer is typically no.

Investor expectations, and often the deal documents themselves, require a searcher CEO's full focus on growing their business.

Learn more from Boulay's Search Fund team: https://boulaygroup.com/contact/search-fund/

07/14/2026

Our Rising Early Professionals (REP) group recently enjoyed a summer outing at Target Field to cheer on the Minnesota Twins as they took on the Cleveland Guardians!

It was a great opportunity to connect and enjoy a beautiful day at the ballpark. Thanks to everyone who joined us, we're already looking forward to the next REP event!

07/14/2026

Many organizations review their 401(k) investment lineup regularly but overlook one critical question: Are we paying reasonable fees for the services we're receiving?

Regular fee benchmarking can help uncover hidden expenses, improve governance and identify opportunities for cost savings as your plan grows.

Learn what CFOs should know about evaluating 401(k) fees in our latest blog: https://boulaygroup.com/401k-fees-whats-reasonable-a-cfos-guide-to-benchmarking-costs-in-mid-market-and-large-companies/

07/13/2026

As we enter the second half of 2026, we're taking a look at the economic and market trends that shaped the investment landscape in Q2. Read our Second Quarter 2026 Market Perspective here: https://boulaygroup.com/second-quarter-2026-market-perspective/

07/09/2026

Inflation doesn't retire when you do.

In our latest blog, Meghan Hannon, CPFA®, CRPS® explains why retirement, investment, tax and withdrawal strategies should be evaluated with inflation in mind and how regular reviews can help keep your plan on track.

Read more here: https://boulaygroup.com/inflation-long-term-retirement-planning-why-your-strategy-must-account-for-rising-costs/

Learn how inflation impacts retirement planning, purchasing power and long-term income needs, and strategies to help keep your retirement goals on track.

07/08/2026

What happens to a searcher CEO's economics if they are replaced before an exit?

Nathan Faith, Partner, recently joined the Search Party Video-Podcast to discuss the financial implications for search fund entrepreneurs who are removed from a leadership role before a liquidity event, including how it can impact their equity, incentives and long-term upside.

Connect with Boulay's Search Fund team to learn more: https://boulaygroup.com/contact/search-fund/

07/01/2026

As a public accountant, you have many options to choose from, but aligning your needs with your employer can be challenging. Let's discuss your interests and career goals, as well as Boulay's culture, perks, flexibility, growth options and more! To set up a quick exploratory conversation, email Mercedes Betzina, Talent Acquisition Manager, at [email protected].

06/30/2026

Brandon Hyatt, Retirement Plan Consultant, has successfully passed the Qualified 401(k) Consultant (QKC) exam! The QKC is an ASPPA designation for retirement plan professionals who have mastered the basics of qualified plans and are ready to take on more advanced topics. Earning the QKC demonstrates comprehensive understanding of 401(k) plan design, complements the plan administration knowledge provided in the QKA program and prepares the credential earner to serve in a consultative capacity. Congratulations Brandon!