Family & Independent Business Accounting & Advisory

Helping our clients navigate the tough choices unique to family businesses.

Trusted Advisors

Family and independent businesses face unique challenges. You not only have to achieve operating efficiency and profitability, address capital funding and cash-flow management, strategically stay competitive, grow and increase your businesses value, you also have to manage the complexities of operating in a climate in which business and family concerns can become intertwined.

Small business accounting, Accounting services for small business, Accounting for small business, Best accounting firms for small business, Accounting and business advisory, Business advisory accounting, Family business planning, succession

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Family & Independent Business Accounting Services

The accountant you work with must understand this dynamic and provide you with the tools, resources and advice you need to help you navigate your unique circumstances, achieve your fiscal goals and plan for succession.

MBK provides family and independent businesses in the Pioneer Valley and beyond with targeted accounting, tax and advisory services. As an independent business with family business roots, we are well positioned to help your company grow, thrive and transition.

Strategic planning

Transition planning

Compensation planning

Operational reviews

Performance measurement

Governance policies

Merger, acquisition & joint venture consulting

Job descriptions, agreements and performance reviews

Governance policies

Estate planning

Income and gift tax planning

Charitable planning

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Experienced Accounting Team

Submit any inquiry or request for proposal (RFP) below.

Family & Independent Business Accounting Insights

Carefully Documenting Expenses is Key to Surviving the IRS Scrutiny

By Katrina Arona • June 3, 2025

Business owners either established or just starting up, should maintain accurate records for income and expenses. Carefully documenting expenses is essential to claiming all eligible tax deductions. Having good standing records can help defend amounts reported on tax returns in case of an IRS audit or court challenge.

The sun is shining through the branches of a cherry blossom tree.

Mindfulness and Mentorship - Steps to Building an Effective Mentorship

By Katrina Arona • May 28, 2025

The value of an effective mentorship can make a difference in personal and professional growth of employees. Overall effecting the performance of individuals involved, increasing productivity, and fostering self-development through encouragement in the expansion of professional expertise.

Get to Know the “Unusual” General Business Credit

By Katrina Arona • May 12, 2025

Tax Tip: Tax credits are more valuable than a tax deduction, however they are not unlimited. The general business credit can limit the aggregate value of tax credits.