Professional Service Firms

Taking care of you, while you’re taking care of business

Professional service firms provide expertise and services to their own clients, but often don’t have the time or capabilities to effectively address financial and business operations and maximize efficiency and profitability.

We understand the pain points of professional service firms, and can advise and guide you by evaluating financial operations, establishing proper tax and financial strategies, implementing controls to improve financial operations and efficiency of the business, and recommending IT solutions to gain better control and understanding of company data. While you’re busy addressing the needs of your clients, we help you implement the best practices for maximizing profits, minimizing tax burdens and optimizing your results.

Our clients include:

  • Architects
  • Attorneys
  • Business consultants
  • Engineers
  • Independent insurance executives
  • Physicians
  • Technology consultants 

Our experienced Professional Service Firm Group provides clients with the following services:

  • Auditing/Assurance
  • Tax Planning/Compliance
  • Bankruptcy
  • Business Consulting
  • Business Formation &Valuation
  • Financial Planning
  • Litigation Support & Forensic Accounting
  • Mergers & Acquisitions
  • Small Business Accounting, Payroll and Reporting
  • Hardware/Software Consulting
  • Succession Planning
  • Wealth Management
Consultations

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Client Portal

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