top of page
Leaves Shadow
Baker Holtz CPAs and Advisors Grand Rapids, MI
Delicate Fabric

The Right Balance.

We believe that excellent client care is achieved when we carefully balance our expertise and your unique needs. 

Baker Holtz, founded in 1979, is a reputable full-service CPA firm with over four decades of expertise in tax, audit, and advisory services. Our journey began with a commitment to serving the unique financial needs of closely held businesses, their owners, and individuals seeking professional advice on complicated financial and tax issues. We strive to provide exemplary service in various areas, including business consultation, accounting, tax planning and preparation, estate planning, fraud prevention, and more.
 

We're not just a financial and tax advisory firm; we are your partner in your journey towards financial success and stability. We truly look forward to the opportunity to serve you and your needs with professionalism, integrity, and a genuine desire to make a positive difference in your financial well-being.

Delicate Fabric
Delicate Fabric

Advisory

From cash flow management and profit enhancement to strategic and succession planning, we can help you and your business work “on” your business rather than “in” your business itself.

Accounting
+ Assurance

Taxation

We stay current as financial reporting and regulations evolve; assuring that your business meets all compliance requirements and that you seize any emerging opportunities.

Working with your advisory team—bankers, investment counselors, insurance agents and attorneys—our experts ensure that all services are both complete and comprehensive.

What We Offer

Our Niche Expertise

We offer comprehensive service for these industries:

1

Transportation

Baker Holtz works with motor carriers, movers, third party logistics providers, and public warehouses to help each client financially come out on top in today’s competitive industry of transportation.

Customer demands and logistics are continually changing. We remain at the forefront as an industry provider by keeping up on trends, opportunities and issues surrounding the transportation business.

 

Our extensive knowledge of the industry’s challenges enable us to anticipate changes and react quickly and accurately.

2

Manufacturing

The manufacturing industry faces daily challenges such as wide-spread competition, evolving tax regulations and high customer and employee expectations.

Considering these obstacles, it is essential that you have advisors in your corner who understand the demands of the industry and cater to those specific needs.

We help clients like you every day in analyzing operations such as sourcing trends and growth obstacles. Our professionals stay current on manufacturing trends and use this knowledge to better serve our clients.

3

Real Estate

No matter what your real estate specialty is, you know as well as we do that the real estate market offers a large amount of opportunity. Just as equally, the industry holds a great deal of risk.

You can rely on our team of professionals to be extremely knowledgeable about the industry, trends, challenges and changes. Knowing the industry in’s and out’s are one of the many ways our team helps you capitalize on opportunity and minimize risk.

Whether you’re a big fish in the industry or a small fish, Baker Holtz provides you with a wide variety of audit, tax and advisory services within the real estate community.

4

Specialty Contractors

We know the challenges you face within the trade industry.

 

Specialty subcontractors manage high-risk projects, abide by tight deadlines, manage cash flow and are expected to obtain financial reporting on top of that.

With each project comes a great deal of liability and your finances should not be one of them.

 

Whether you’re in construction, electric or masonry,

Baker Holtz has what you

need for a financially successful business.

Don't just take our word for it:

Jerry Cardinal

HighPoint Electric

Baker Holtz has been a true partner in our business, not just an accountant to check the box. Ryan and his team take the time needed for in person meetings making sure you understand everything tax related. This attention has helped us grow and better manage our business. If you’re looking for an accountant to talk to once a year when it is tax time this is not your firm. However, if you are looking for someone to partner with working throughout the year together then Baker Holtz is the team. No one is perfect but great companies continue to strive to be better in all they do, and Baker Holtz is one of those companies always looking to be better at in what they do.

main logo
bottom of page