Business Details
25 Years
experience
Trusted CPA & Advisory Services in Annapolis, MD
HeimLantz has been a trusted partner for Mid-Atlantic businesses since 2001, delivering comprehensive CPA and advisory services tailored to meet both business and personal financial needs. Our expertise spans strategic consulting, compliance, valuation, and audit services, all designed to create clarity and drive sustainable growth. With a team of credentialed professionals, including CPAs, CVAs, and advisors, we prioritize client relationships by offering personalized solutions that align with individual and organizational goals. Our commitment to integrity and transparency ensures that every audit, tax strategy, or consulting engagement is executed with precision, providing stakeholders with confidence in financial decision-making. We specialize in industries such as government contracting, real estate, construction, and technology, offering sector-specific insights that address unique challenges.Our flat-fee engagement model fosters trust by eliminating unexpected costs, while our focus on innovation and technology integration streamlines processes for efficiency. Clients benefit from decades of combined experience, with team members like Daniel Russell, a certified valuation expert, and Zachary Greene, a certified executive coach, who bring specialized skills to complex financial and leadership challenges. We empower business owners to navigate transitions, from succession planning to mergers and acquisitions, with strategies that protect legacy and maximize value. Our dedication to community and client-centric service has earned recognition, including being named a 2025 Best Place to Work for Women. By starting with the client's story rather than spreadsheets, we build strategies that reflect both immediate needs and long-term aspirations.
Services
Audit Services
Tax Planning
Business Valuation
Coaching Services
Consulting
Client Advisory
Mergers & Acquisitions
Succession Planning
Financial Reporting
Wealth Management
Details
- Year established: 2001
Highlights and features
- Decades of experience serving Mid-Atlantic businesses since 2001.
- Tailored financial solutions for industries like government contracting and real estate.
- Credentialed team including CPAs, CVAs, and certified executive coaches.
- Flat-fee engagement model ensures transparent, predictable pricing.
- Awarded 2025 Best Places to Work for Women for our inclusive culture.
Associations and certifications
- CPA
What people say
Extremely knowledgeable team
Flat fee engagement model
Exceptional communication skills
Instrumental in business alignment
Top-notch accounting firm
Services
Audit Services
HeimLantz provides independent audit and attestation services to enhance financial reporting accuracy and stakeholder confidence. Our team conducts thorough evaluations of financial statements, employee benefit plans, and compliance requirements, ensuring transparency and regulatory alignment. Clients benefit from customized assurance engagements that support informed decision-making and operational resilience.
Business Valuation
Our business valuation services deliver precise, defensible insights for mergers, acquisitions, estate planning, and legal matters. Using data-driven methodologies, we assess enterprise value to guide strategic decisions, tax compliance, and succession planning. Clients receive tailored reports that withstand scrutiny in regulatory, tax, or transactional contexts.
Client Advisory Services
HeimLantzs Client Advisory Services streamline financial operations through fractional CFO support, automation, and performance dashboards. We help businesses optimize accounting processes, reduce costs, and leverage technology for strategic growth. Our solutions are designed to improve efficiency while maintaining compliance and scalability.
Coaching Services
Our certified executive coaches provide personalized leadership development to enhance team dynamics and organizational performance. Services include one-on-one executive coaching and team leadership training, focusing on strategic thinking, communication, and resilience to drive measurable business outcomes.
Consulting Services
We offer strategic consulting for business growth, succession planning, and operational efficiency. Our experts assist with entity structuring, M&A advisory, and exit readiness, combining financial acumen with industry-specific insights to align business strategies with long-term objectives.
People
Daniel T. Russell
Partner, Business Valuation Leader
Daniel Russell, a CPA, ABV, CFF, CVA, and MSA, brings decades of valuation expertise to HeimLantz. As a former educator and business owner, he specializes in strategic financial planning, mergers and acquisitions, and IRS-compliant valuations for estate and tax purposes.
Zachary J. Greene
CPA, Coaching Services Leader
Zachary Greene combines CPA credentials with certified executive coaching to guide business leaders in strategic planning and leadership development. He focuses on aligning organizational goals with personal vision to drive sustainable growth and operational efficiency.
Nicole Roudiez
CFO, Client Advisory Services Leader
Nicole Roudiez, CPA and HeimLantzs CFO, specializes in financial process automation and advisory services. She leads initiatives to integrate technology, improve accounting workflows, and deliver fractional CFO solutions tailored to client needs.
Joshua Price
CPA, Audit Services Leader
Joshua Price, CPA, oversees HeimLantzs audit and attestation services with over a decade of experience in auditing businesses, nonprofits, and retirement plans. He ensures compliance with AICPA standards and regulatory requirements for financial reporting.
F. Carter Heim
CPA, CFF, CGMA, MST
With 50 years of accounting experience, Carter Heim provides executive coaching and strategic advisory services. His expertise spans tax planning, financial consulting, and leadership development, supporting clients in achieving long-term business and personal goals.
Questions
What industries does HeimLantz specialize in?
HeimLantz serves government contractors, real estate firms, construction companies, nonprofits, technology businesses, and professional services firms with tailored financial expertise.
What is the difference between an audit and a review?
An audit provides the highest assurance through detailed testing, while a review offers limited assurance using analytical procedures without extensive fieldwork.
How often should a business valuation be updated?
We recommend updating valuations every 1-3 years or when significant business changes occur, such as ownership transitions or market shifts.
Do you offer virtual accounting services?
Yes, our virtual controller and fractional CFO services provide remote financial oversight, ensuring compliance and efficiency for businesses nationwide.
What leadership coaching services are available?
We offer one-on-one executive coaching, team leadership training, and strategic planning sessions to enhance organizational performance and individual growth.
How does HeimLantz support business exit planning?
Our exit readiness services include valuation analysis, succession strategy, and tax planning to align business transitions with personal financial goals.
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