Business Details
44 Years
experience
Trusted Accounting & Advisory Services in Carmel, IN
At Blue & Co. & Co., our mission is rooted in a deep commitment to helping others through accounting, auditing, tax, and consulting services. We prioritize understanding our clients' unique challenges to deliver tailored solutions that ensure their success. With over four decades of experience, our firm combines technical expertise with a personalized approach, serving diverse industries such as healthcare, not-for-profit, construction, and technology startups. Our team of 450+ professionals, including specialists in niche areas like employee benefit plan audits and SOC reporting, leverages advanced tools and industry insights to provide actionable financial guidance.We emphasize transparency, responsiveness, and advocacy, aligning with our core values of being Responsive, Caring, and Advocates. Through our Diversity, Equity & Inclusion Council, we foster an inclusive workplace and actively support underrepresented communities. Our focus on long-term client relationships and proactive advisory services ensures organizations achieve both financial and strategic goals.
Services
Assurance Services
Tax Consulting
Employee Benefits Consulting
Healthcare Consulting
SOC Reporting
Mergers & Acquisitions
Lease Standard Compliance
Audit & Review Services
Details
- Year established: 1982
Highlights and features
- We have over 145 experienced professionals dedicated to healthcare and other specialized industries.
- Our personalized service adapts to each client's unique financial and operational needs.
- We lead with values through our Diversity, Equity & Inclusion Council initiatives.
- We proactively identify cost-saving and growth opportunities tailored to your goals.
- Our SOC reporting expertise ensures compliance with security and financial controls standards.
Associations and certifications
- AICPA Employee Benefit Plan Audit Quality Center (EBPAQC)
What people say
Responsive team
Industry expertise
Personalized service
Proactive solutions
Long-term reliability
Services
Assurance Services
Blue & Co. & Co.'s Assurance Services provide credibility and value through audits, reviews, and SOC reporting. Our team uses advanced tools like risk assessment evaluations and integrated tax software to deliver actionable financial insights tailored to industries like healthcare and nonprofits.
Employee Benefit Plan Audits
We specialize in auditing over 230 employee benefit plans annually, including 401(k), 403(b), and health & welfare plans. Our AICPA EBPAQC-member team ensures compliance with ERISA and IRS regulations while streamlining the audit process.
Tax Consulting
Our tax professionals navigate complex code changes like the One Big Beautiful Bill, offering planning strategies for businesses and individuals. Services include international tax compliance, R&D credits, and succession planning for closely-held businesses.
SOC Reporting
Blue & Co. & Co. conducts SOC 1, SOC 2, and SOC 3 examinations to validate controls over financial reporting and data security. We also offer readiness engagements to prepare organizations for formal SOC audits with design and implementation assessments.
Healthcare Consulting
With 145+ healthcare specialists, we address administrative, financial, and regulatory challenges for providers. Services include revenue cycle optimization, 340B consulting, and managed care contracting to improve sustainability and patient outcomes.
People
Kurt Beier
Director-in-Charge, Carmel Office
With decades of accounting experience, Kurt Beier leads Blue & Co. & Co.'s Carmel office, providing strategic oversight and maintaining the firm's commitment to personalized client service and community impact.
Debbie Herbert
Director, Employee Benefit Plans
Debbie Herbert directs Blue & Co. & Co.'s employee benefit plan audit practice, leveraging deep expertise in ERISA compliance and audit quality. She leads a dedicated team serving over 230 plans annually.
Priya Singleton
Quality Control Officer
Priya Singleton oversees quality control at Blue & Co. & Co., ensuring adherence to accounting standards. She authors technical guides on lease accounting and SOC reporting while mentoring staff on compliance best practices.
Sara Jacobi
Director, Taxation
Sara Jacobi leads tax strategy initiatives at Blue & Co. & Co., specializing in nonprofit taxation and legislative analysis. She interprets complex tax reforms like OBBB to deliver practical compliance solutions for clients.
Bradley Minor
Director, Healthcare Consulting
Bradley Minor provides healthcare industry insights to clients, combining accounting expertise with operational knowledge to improve financial performance for providers and post-acute care organizations.
Questions
What industries does Blue & Co. & Co. & Co. specialize in?
Blue & Co. & Co. & Co. specializes in healthcare, not-for-profit organizations, construction, higher education, technology startups, and employee benefit plans across the Midwest and nationally.
Do you offer SOC reporting services?
Yes, we provide SOC 1, SOC 2, and SOC 3 reporting services to demonstrate compliance with financial and data security controls for service organizations.
What sets Blue & Co. & Co. & Co. apart from other accounting firms?
Our personalized approach, industry-specific expertise, and commitment to values like diversity and client advocacy distinguish us from traditional accounting firms.
How does Blue & Co. & Co. & Co. support nonprofit organizations?
We offer audit, tax, and consulting services tailored to nonprofits, including compliance guidance, board education, and strategic financial planning.
Are your services available outside the Midwest?
While our offices are primarily Midwestern, we serve clients nationally through remote collaboration and industry-specific expertise.
