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Beth Opell, Director of Finance

“Blue has provided our audit and tax services for over 15 years! During all this time, they have continued to offer a phenomenal level of customer service. Blue has conducted a thorough audit that culminates in a well-organized presentation to our Board, recently adding comparable metrics in the presentation to the Board. Blue has suggested meaningful steps to tighten internal controls while not overloading our small staff with unnecessary levels of work. Blue keeps us informed of upcoming changes to accounting standards well before we need to implement the standards, allowing us time to plan.

Blue’s staff is always available to provide advice on items unique to our situation. 

 Finally, we believe that Blue’s services are a good value. As due diligence, we have reached out to other audit firms for proposals over the years.  We continue to remain with Blue! This is due to the tremendous quality and value of their services.”

Balloons that read "14" to celebrate 14 years of being named to the Best Employers in Ohio list by Crain's Cleveland

Blue & Co., LLC Named One of the Best Employers in Ohio

CARMEL, Ind. (September 9, 2024) – Blue & Co., LLC is honored to be named one of the Best Employers in Ohio by the Best Companies Group. This designation is […]

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endowment fund

Establishing Comprehensive Endowment Policies

By Doug Hasler, CPA, Director at Blue & Co. Whether your organization is considering soliciting donor-restricted permanent endowment contributions as part of a new capital campaign or you already have […]

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Establishing Comprehensive Endowment Policies

By Doug Hasler, CPA, Director at Blue & Co. In the first part of our series on establishing comprehensive endowment policies, we covered endowment creation and investment policy considerations. If […]

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