About BKHM P.A.
<p>Audit and accounting services for closely held businesses are the core of BKHM P.A., an independent firm founded in 1990. The firm is based in Winter Park in the Orlando metro area and works with business owners on assurance, tax, and consulting needs.</p> <p>BKHM P.A. handles financial statement assurance engagements and integrated tax planning, with an emphasis on learning how each client operates before the work starts. Nancy S. DiSalvo is a listed contact for the firm.</p> <p>Industry experience includes Real Estate & Construction, Medical Services, Restaurants/Hospitality, Manufacturing, Charter Schools, Nonprofits, and Retail. For plan sponsors that need help with retirement plan financial reporting, BKHM P.A. fits within the <a href="/auditors/401k">401(k) auditors</a> category of <a href="/retirement-plans">retirement plan providers</a>.</p> <p>One differentiator is the firm’s mix of assurance work and tax planning under one roof, which can simplify year-end reporting and compliance for owner-managed organizations. Learn more at <a href="https://www.bkhmcpa.com">www.bkhmcpa.com</a>.</p> <ul> <li>Financial statement audits and assurance</li> <li>Tax planning and tax strategy support</li> <li>Strategic consulting for closely held businesses</li> <li>Experience across multiple operating industries</li> </ul>
Website: https://www.www.bkhmcpa.com
Founded: 1990
Office Locations
- Winter Park, FL
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 9
- Total AUM Audited: $74.1M
- 401(k): 9 plans, $74.1M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| RON JON SAVINGS AND INVESTMENT PLAN | RON JON SURF SHOP OF FLA., INC., FL | $20M | 251 |
| LSQ GROUP HOLDINGS LLC 401(K) PLAN | LSQ GROUP HOLDINGS, LLC, FL | $14M | 73 |
| THE BRIAR TEAM, LLC 401(K) PROFIT SHARING PLAN | THE BRIAR TEAM, LLC, FL | $8M | 230 |
| UNITED PARACHUTE TECHNOLOGIES LLC 401(K) PLAN | UNINSURED UNITED PARACHUTE TECHN, FL | $5M | 147 |
| CHALMERS DEVELOPMENT CORPORATION DBA SPIRE INTEGRATED SOLUTIONS 401(K) PLAN | CHALMERS DEVELOPMENT CORPORATION DBA SPIRE INTEGRATED SOLUTIONS, FL | $4M | 107 |
| 401(k) Retirement Plan | Healthcare Sponsor, FL | $4M | 218 |
| 401(k) Retirement Plan | Manufacturing Sponsor, FL | $123,511 | 182 |
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