Croskey Lanni

Croskey Lanni is an accounting and advisory firm with some 30 years of history, known for personal attention and customised planning. It pairs core tax and assurance work with hands-on business support, up to stepping in as interim president, CFO or controller. Private clients can also use its wealth management services.

What Croskey Lanni does

• Tax planning and preparation: business, individual, estate and trust returns, IRS and state problem resolution and research and development credits.
• Assurance: audits, reviews, compilations and targeted engagements.
• Business accounting: bookkeeping, payroll and tax processing, sales tax, cloud-based systems and electronic payment processing.
• Executive and operational support: operational assessment, cash flow and debt advice, strategic and succession planning, transaction advice and business start-up help.
• Interim finance roles and recruiting: interim leadership plus recruitment of accounting and finance staff.
• Wealth management: personal financial evaluation, accumulation, preservation, transition and asset management.

Who it serves

Its client sectors include privately held and family firms, nonprofits, charter schools, career colleges, construction and real estate, manufacturing and distribution, medical equipment and health service providers, professional services, insurance agencies and restaurants. It also handles employee benefits and 401(k) work.

Key facts

• History: 30 years
• Services: tax, assurance, accounting, advisory, wealth management