Merger & Acquisition

If you are looking to buy a business, sell your existing business or merge with another business, our expert M&A team can help. We understand the extensive process of buying and selling businesses and can guide you through each step.

Preparing a business for sale is much like staging a house for sale. How you present your company information is key in maximizing the value received for your business. Educated buyers look for positive trends and use various formulas in determining value. We have helped numerous clients prepare packages necessary to sell a business. We can help you determine the market price, select the appropriate sales strategy, prepare the necessary materials, set up a deal room to store information, analyze offers as they come in and negotiate the terms and structure of the transaction. We also have had success in helping clients find buyers, assuming we have no independence issues.

Detailed financial analysis is required in purchasing a business. Business owners typically feel their business is worth more than market value and if you over pay for a business you can end up with significant financial issues. We can help you analyze the seller’s information, calculate the range of value, prepare various cash flow models, assist with bank financing, structure the deal and letter of intent, coordinate with legal counsel and perform the necessary due diligence to ensure all information provided is complete and accurate. We can even help you find a business to purchase through our extensive network.

At RDG+Partners we know M&A and work hard to ensure our clients have a complete understanding of the steps involved in buying and selling a business and protect them in any way possible. Contact our partner Dan Matteo, CPA today for information about our M&A consulting services.

Accounting System Reviews

Our boutique style allows us to work closely with our clients on every aspect of finance and accounting. Our partners are active with clients and able to provide value added recommendations on a routine basis.

Our current consulting service offerings include general ledger accounting system reviews. As part of this service we review your current general ledger, chart of accounts and flow of financial information. We work to streamline current processes and utilize technology to gain efficiencies whenever possible.

Although we work with many accounting systems we are QuickBooks Pro Advisors as designated by QuickBooks. If you would like a review or your current accounting system please contact Whitney Baniewicz, CPA

Controller /CFO Outsourcing

This service is perfect for the thriving small business that is outgrowing their current accounting department’s capabilities. A number of small businesses reach a point where they need more financial guidance than a bookkeeper can provide, but at the same time they can’t justify the hefty price tag of full-time CFO or Controller. During this transitional phase, one of our experienced CPA’s can fill this void for your company at a fraction of the cost of hiring a full-time employee.

Under this service, one of our CPA’s will come to your office once a week, two-times a week, monthly or even quarterly to act as the financial leader of your small business. The accounting needs of each client are unique and we will tailor the frequency of our on-site visits to fit best with your company’s individual needs. Your outsourced CFO or Controller will perform a number of services including overseeing your accounting staff; reviewing your company’s operations and cash flow with you at scheduled meetings and providing useful recommendations to maximize the results; analyzing financing needs; evaluating potential expansions; evaluating staffing requirements and payroll costs, etc. These are just a few of the services your outsourced CFO or Controller could provide so you can concentrate on doing what you do best, running the operations of your business. For more information please contact Brian DiGiacco, CPA

Banking Financing

In today’s economy, it is difficult for small businesses to thrive without access to financing sources. To complicate matters even more, the tight credit market has resulted in banks being reluctant to lend to small business. Therefore, it is more important than ever to be prepared when seeking to obtain financing from a bank. The process can be timely, complicated and frustrating for a small business owner taking the task on alone. The paperwork alone can be a daunting task for a small business owner that needs to be focused on running their business.

At RDG+Partners, we have a team of professionals that specialize in assisting small businesses obtain financing. Our process begins with assessing your company’s financing needs. From there, we will prepare a loan package that we present to a number of banks on your behalf.

We have developed strong relationships with all of the local banks and understand the unique lending criteria of each bank. As such, we will tailor the lending package presented to each bank which expedites the process resulting in your business receiving a proposal in a timely manner.

Lastly, we will assist you in comparing each proposal side by side and determining which bank is best for your business. For more information regarding our Bank Financing Assistance services please contact Brian DiGiacco, CPA.

Personal Financial Concierge

If you are looking for peace of mind when it comes to your personal finances, we offer an elite service customized to you as an individual.  This unique concierge service we provide is geared to free you from worry about paying bills, managing your cashflow, and tracking your day to day expenses. Not only will we help with your current needs, but we can connect with our tax team regularly for easy and efficient strategic planning for your financial future. We treat each client with a tailored service which fits their individual goals.

Our personalized service takes the management of your finances to the next level.  Whether you are looking for assistance in managing the finances of multiple properties or help with bill payments for aging parents, we have a creative solution to fit your needs.  At RDG+Partners we understand the confidential, sensitive nature of this service and make sure you are priority; you will feel that you are our number one and only client.

Bookkeeping Services

Whether you are a small business in need of support or a larger business desiring to outsource your bookkeeping needs, RDG+Partners, CPAs understands how to tailor programs that fit your specific needs. By outsourcing these bookkeeping duties, companies and small business owners can concentrate on doing what they do best: running and growing their businesses.

Our clients who utilize this service benefit the most from working with our Rochester accounting firm. Our approach of being proactive and thinking “out of the box” thrives the more intimately we are involved with our clients’ operations.

Corporate and Individual Taxes

At RDG+Partners, CPAs, the approach we take to “full-service” tax assistance can best be described as innovative, sophisticated and creative. By focusing on developing tax strategies to help our clients reach their personal and financial goals, we go above and beyond simple tax preparation and compliance.

Our tax strategies are creative, yet practical. All businesses and individuals face a continuously changing tax environment. It is essential to keep up with these changes to comply with tax laws and make informed decisions. At RDG+Partners, we not only understand the latest tax developments, we realize how they affect you and the decisions you make.

Retirement Plan Audits

Employee benefit plan audits require specialized knowledge in order to ensure compliance with the numerous laws and regulations of the IRS, Department of Labor and ERISA. Having spent the majority of our careers at the largest regional accounting firm in the area prior to founding RDG+Partners, CPAs, we have performed hundreds of employee benefit plan audits and possess this specialized knowledge. However, due to our small size by design and our low overhead structure, we are able to perform these types of audits at a significant cost savings compared to the fees charged by the local regional accounting firms. In fact, we have a number of clients that engage one of the local regional firms for their traditional financial statement audits, but utilize us to perform their employee benefit audits. If you would like a quote on your company’s employee benefit plan audit to see first hand the potential savings, please contact Brian DiGiacco, CPA

Sales Tax Returns

In New York State, sales tax returns are due on either a monthly, quarterly or annual basis. Our sales tax service includes helping clients register for sales tax and preparing the sales tax returns prior to due dates. Our reminder system ensures that clients file their sales tax returns on time without penalty. We utilize technology by filing the sales tax registration forms and sales tax returns electronically.

Tax Audits/Notices

As part of our tax preparation services, we review tax notices received from the Internal Revenue Service and New York State without charge. We have handled many IRS and New York State tax audits and work on our clients behalf to resolve any tax issues. We obtain power of attorney and administer these audits in an efficient manner to allow our clients to continue with daily business operations.

Many times tax audits/notices include penalties and interest. We assist our clients in requesting conciliation conferences, meeting with tax advocacy specialists, penalty abatements and installment agreements.

Financial Statement Engagements

At RDG+Partners, CPAs, we individually tailor each audit, review, or compilation engagement to meet the specific needs of each of our clients. It is this approach that allows us to deliver more than just a financial statement and report at the conclusion of an engagement. Through well-planned and properly conducted audits we are able to provide our clients with valuable recommendations to improve operational efficiencies and internal control weaknesses and to take advantage of business opportunities. We document these recommendations and advice in written reports provided to our clients with each set of financial statements. We also pride ourselves on our ability to think “out of the box” to provide our clients with ideas that help maximize wealth. Our audits are conducted by experienced CPA’s, not staff being trained on the job, which leads to an increase in value-added recommendations and an efficient, cost-effective audit.

Our professional audit and accounting services team complies with all industry guidelines and regulatory pronouncements, as well as auditing, attestation, compilation or review standards. Our audit experience spans a number of industries including Construction, Manufacturing, Real Estate, Professional Services, Technology, Tax-Exempt Organizations and others.If you would like a quote for an audit, review or compilation of your Company’s financial statements, please contact Timothy Hern, CPA.

Not-for-Profit Engagements

At RDG+Partners, CPAs, we are taking a fresh approach to serving not-for-profits. We aim to deliver accounting and business guidance throughout the year in order to help not-for-profit organizations better achieve their missions.

We provide the following services to not-for-profits:

  1. Financial statement audits and reviews
  2. Tax planning and compliance, including Form 990 and CHAR500

Business advisory services, including:

  1. Bookkeeping
  2. Financial analysis
  3. Strategic planning consultation


Banking Financing AssistanceWealth Management ServicesController/CFO OutsourcingQualified Empire ZoneMerger & Acquisition


Bookkeeping ServicesCorporate and Individual TaxesRetirement Plan AuditsSales Tax ReturnsTax Audits/NoticesFinancial Statement EngagementsNot-for-Profit Engagements


RDG+Partners wants to be the primary advisor for motivated business owners. The firm is committed to providing boutique level accounting, tax and business consulting services to the Rochester, NY community.