Baker Tilly Annual Report


What is Stewardship?

noun, stew·ard·ship \’stü-erd-,ship, ‘styü-; ‘st(y)Urd-\

The activity of protecting and being responsible for something; careful management of something entrusted to one's care

One of Baker Tilly’s core values is Stewardship. But what does Stewardship look like?

Let’s start with being the best possible advisor for our clients…

And enabling the value they deliver to society.

And creating an inspiring workplace...

Providing opportunity for our people to learn, grow and contribute.

And being a good corporate citizen…

Engaging in and giving back to the communities in which we live and work.

In other words, making a difference.

For our clients, our people and our communities.

And I’d like to tell you how.

Making a Difference: FHLB Chicago

Leveraging deep banking and insurance know-how to assist organizations like FHLB Chicago that support the American Dream.

Watch Testimony

Making a Difference: Octopi Brewing

Working with one of our craft brewery clients to manage a critical time in its history: Growth.

Watch Testimony

Making a Difference: GiGi’s Playhouse

Collaborating with clients like GiGi’s Playhouse who are heroes to many. They make the world a better, richer and more compassionate place.

Watch Video

Making a Difference: Essendant

Delivering valuable consulting services to help an industry leader successfully navigate change in a complex program.

See Case Study

Making a Difference: U.S. Venture

Bringing innovative tax ideas beyond compliance to clients to save them millions of dollars.

Watch Testimony

Making a Difference: Communities for Veterans

Being there with vital financial services to help a client provide permanent, supportive housing and services to low-income veterans.

See Case Study

Making a Difference: Rochester Schools Modernization Program

Providing government and policy knowledge and expertise to help a city manage a project to modernize its schools and meet the needs of more than 30,000 schoolchildren.

See Case Study

Making a Difference: Allied Services Integrated Health System

Supporting an integrated health system with more than 20 years of value-added service to further its mission to perform rehab miracles for children and adults with disabilities and life-changing injuries.

See Case Study

Making a Difference: Through our profession

Maintaining our position of leadership in organizations such as the American Institute of CPAs to make us exceptional advocates for our clients and the value they deliver to society.

Making a Difference: OUR TEAM MEMBERS

"We help you get there."

Making a Difference: OUR TEAM MEMBERS

We say that a lot to our team members.

Making a Difference: OUR TEAM MEMBERS

Because their success is our success.


Our future relies on team members who grow, develop and prosper.

Making a Difference: Our team members

We offer flexible work arrangements that allow our team members to attain their goals.

It’s honoring a colleague’s request for an internal role more rewarding for him personally and professionally.
And helping a team member find work where we had no offices, so she could be closer to family.
Or welcoming back a team member who left the firm to pursue her dream of becoming a world-class chef.
Like accommodating a senior manager’s request to relocate and work remotely to attain her law degree.

Making a Difference: Trusting and respectful environment

We focus on initiatives (such as our newly enhanced parental leave and innovative "Dress for your Day" program) that reflect trust in our employees and help them balance work and life.

Making a Difference: Honky Tonk Hustle

We work to honor our people and their families with fundraisers and support for causes that matter most to them.

See Case Study

Making a Difference: Our team members

If it’s important to our team members and the communities in which we live and work, it’s important to us. So we do our best to give back.

Making a Difference: H.E.R.O. Program

In 2016, we gave our employees nearly 5,000 hours of time off with pay to support causes THEY care about.

Making a Difference: Stewardship Day

Every Baker Tilly office participated in our first Stewardship Day to combat hunger.

Making a Difference: Cristo Rey

Continued our commitment to the Cristo Rey educational network to influence, inspire and grow future leaders.

See Case Study

Making a Difference: Leukemia Ball

And proudly served as a mission sponsor of the Leukemia Ball in Washington, D.C., to raise more than $3.2 million for The Leukemia & Lymphoma Society.

We believe in Stewardship at Baker Tilly.

In being good stewards of our clients, our people and our communities.

In making a difference.


Year in Review

Providing Exceptional Client Service

Candor. Insights. Results. That’s not just a tagline at Baker Tilly. Through our Exceptional Client Service approach, we deliver a promise. The promise starts and ends with a commitment to quality and a client-centric way of doing business. That promise makes us Baker Tilly.

That’s why we are proud that 80 percent of respondents gave at least 9 out of 10 for their likelihood to recommend Baker Tilly.

Capturing the Voice of our Client

"Great personal service, and their knowledge on business is outstanding."

"It really provides a benefit to our company that the audit and tax teams are in tune with each other's needs."

"What I really like is their responsiveness and ability to make decisions without delay."

"Extremely professional yet practical and flexible."

"I appreciate the ongoing support during the year."

"The depth of knowledge, professionalism and ability to meet requested deadlines make Baker Tilly one of our most important resources."

"Could not be more pleased with the service; ALL the staff is awesome and always willing to help."

Developing our people

Every single person in our firm makes a difference. That’s the Baker Tilly way.

The focus we place on our people is what makes Baker Tilly an exceptional employer. We’ve worked together to create a remarkable culture that fosters genuine care, respect and support for one another. Our extensive professional development programs tie our people to our strategy, enabling them to have challenging and rewarding careers and to serve our clients as Valued Business Advisors.

Year after year, we are honored with best places to work awards as recognition of our employee-focused culture and our firm’s commitment to core values of integrity, passion and stewardship.

Developing our people

Fostering a Culture of Diversity & Inclusion

Our SOAR (Supporting Opportunity, Advancement and Recognition for All) initiative works to ensure all team members are supported, valued and respected – and that we provide the best opportunities for everyone through a diverse, inclusive workplace.
GROW (Growth and Retention of Women) has been the foundation of our workplace diversity efforts and remains part of our continuing commitment to cultural initiatives that make Baker Tilly a more dynamic, collaborative and innovative organization.
Developing our people

Baker Tilly professional development programs:

  • Valued Business Advisor framework

  • Milestone learning programs at each promotion

  • Developing Leaders

  • EDGE (Educate Develop Grow Empower)

Read Press Release

More About Our People

2,700 team members

1 in 3 new hires are from employee referrals

Average tenure 7+ years; more than 300 team members started with us before the turn of the century

In excess of 3,000 hours of training offered by Baker Tilly professional development

More than 66,000 CPE credits awarded

Leveraging our network

We are proud to be an independent member of Baker Tilly International, the world’s eighth largest accounting and consulting network, whose member firms share Baker Tilly’s dedication to Exceptional Client Service.

Our network gives us significant global reach in addition to our substantial national presence. We collaborate to leverage our skills, resources and local expertise to help our clients wherever they do business.

combined revenues (US)


member firms









We’ve come a long way on our journey to become America’s Finest Professional Services Firm. As you’ve seen, we measure our success by more than numbers alone. Our growth tells us we are moving in the right direction, and our commitment to making a difference to our clients is strong.













Fraud, Litigation and Valuation










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