Brookfield-based Kolb+Co., an accounting and business and financial consulting firm, has continuously evolved and expanded its services to meet the needs of its clients.
The company was founded in 1960 by Bob Kolb and partner Larry Lauwasser and was initially limited to accounting and tax work services. Over the years, the company saw certain trends in its clients’ needs. Some needed help with a payroll processing service, while others needed help with designing retirement plans or with managing wealth or risk management. Kolb+Co. adapted and began to offer those services to its clients.
“As the needs of a privatized business owner have evolved, we have morphed to meet those needs,” said Tom Luken, president.
Today, Kolb+Co. provides full service to clients in six different areas:
Business advisors/CPAs. The company assists clients in business planning, audit services, and tax advisory.
Financial advisors. The company helps clients achieve financial goals through investment planning, wealth management and personal risk management.
Retirement plan services. The company helps implement and design retirement plans.
Technology advisors. The company provides technology training and helps bring a client’s enterprise to the internet.
Medical billing. The company helps medical practices manage billing and deal with security rules such as HIPAA.
Medical software solutions. The company maximizes clients’ technology capabilities by providing efficient and effective software applications.
To date, all of Kolb+Co.’s growth has been organic, as the company has never acquired or merged with another firm. However, Luken remains open to the idea of adding an alliance partner if the companies share similar philosophies and if the addition could bring further growth to the company.
“We’re always looking for opportunities that make sense,” said Luken.
Customer satisfaction is the main reason for Kolb+Co.’s success, Luken said.
“If you take care of one client at a time, the awards take care of themselves,” he said.
Kolb+Co.
Address: 13400 Bishop’s Lane, Suite 300, Brookfield
Web site: www.kolbco.com
Industry: Certified public accounting and business and financial advising
Revenues: $10 million
Employees: 95
