Privately Held. Personally Supported.

You’ve built something solid. We’ll help you keep it that way with smart planning, strong financials, and hands-on support that grows with your business.

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Who we serve

Real Advice for Closely Held Businesses

If you’re running a closely held business, you don’t have time to chase down your CPA or wait around for financials that should’ve been done yesterday. You need an accounting partner who understands the pressure of ownership and acts like it.
 
At Ceschini CPAs, we work with closely held companies every day. Whether you’re running a legacy business, scaling a startup, or leading a multi-owner partnership, we understand the unique pressures and priorities of private ownership. From tax planning and financial statements to growth strategy and succession, we deliver straight answers and serious support so you can make better decisions, faster.

How We Help Closely Held Businesses Operate Smarter & Plan Ahead

Financial Statement Preparation

Professionally prepared statements that stand up to scrutiny from banks, investors, and partners.

Tax Consulting & Compliance

Minimize tax liability with proactive planning and a structure that fits your business.

Strategic Growth & Transition Planning

We help you scale responsibly, hand off when the time comes, and keep more of what you’ve built.

Mergers & Acquisitions Support

From due diligence to deal structuring, we help make transactions less risky and more rewarding.

Outsourced Accounting & Financial Management

From day-to-day bookkeeping to controller oversight and outsourced CFO support, we provide the right level of expertise to keep your financial operations running smoothly and strategically.

State & Local Tax (SALT)

Multi-state or just local? We help you stay compliant and avoid costly surprises.

It Might Be Time for a Better Accounting Partner If...

  • You’re still managing your finances like a startup, but the business has outgrown those systems
  • Your CPA doesn’t understand your business or your goals
  • Tax season feels like damage control instead of a strategic advantage
  • You’re thinking about a transition, but don’t have a plan
  • You want real planning support, not just number-crunching
What makes us different?

Why Closely Held Businesses Stick With Us

For closely held businesses, trust and responsiveness aren’t nice-to-haves; they’re non-negotiable. We don’t treat clients like accounts. We work as part of your team.

With Ceschini, you get:
  • Direct access to experienced advisors, not layers of staff
  • Advice that’s actually useful, not just technically correct
  • Reports and returns that are right, on time, and clearly explained
  • Long-term planning, not just short-term fixes

We’ve helped business owners reduce taxes, grow smarter, and exit on their own terms.
We’re ready to do the same for you.

Frequently Asked Questions

A closely held business is typically owned by a small group of individuals, often family members or a limited group of partners. These companies are not publicly traded, which means financial decisions, succession planning, and tax strategy are often closely tied to the owners’ personal financial goals.

Closely held businesses face unique challenges, including how owners are compensated, how profits are distributed, and how much cash should be reinvested back into the company. Accounting guidance helps owners balance the business’s financial needs with their personal tax situations.

Proactive tax planning can help business owners manage cash flow, structure compensation, plan distributions, and take advantage of available deductions and credits. Planning throughout the year usually produces better results than addressing tax issues only at filing time.

Succession planning should begin well before an ownership transition is expected. Whether the goal is transferring the business to family members, selling to partners, or preparing for an outside sale, early planning helps protect the company’s value and reduce potential tax consequences.

Timely financial reporting helps owners evaluate profitability, manage expenses, and make more informed business decisions. Clear financial visibility can also strengthen relationships with lenders and investors as the company grows..

Let’s Talk About Your Business

Looking for an accounting partner who understands the realities of running a closely held business? Let’s talk.

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We want to hear about your business goals and challenges. Drop us a note and we’ll set up a time to talk.