Together we’ll create opportunities
Like you, we’re a professional service organization, too, so we understand how important smart decisions are for you, and your people. Our knowledgeable and experienced engagement team’s top priority is to give you a clear financial picture.
We’re committed to addressing what matters most to you:
- Delivering exceptional services to sophisticated, demanding clients
- Improving profitability
- Obtaining financial information to make critical decisions
- Monitoring cash flow, overhead, and chargeable hours
- Leveraging benchmarks to measure efficiency and effectiveness
- Keeping current on regulatory and other financial matters
- Attracting and retaining talented professionals
- Preparing for the next generation of leaders
- Building and protecting your net worth
- Planning for retirement
We assist a variety of client types:
- Architecture and engineering firms
- CPA and financial services firms
- Government contractors
- Insurance agencies and brokerages
- Law firms and attorneys
- Marketing, public relations and advertising agencies
- Payroll companies and professional employer organizations (PEOs)
- Professional consulting firms
- Real estate brokers and agencies
- Staffing companies and employment agencies
- Veterinarians
Experience our client-focused approach
We deliver comprehensive strategies to professional services firms and their people.Our CPAs and advisors understand that your organization differs from other business enterprises. You’ll work with multi-disciplinary teams of professionals who are familiar with the administrative and operational challenges that demand your attention. We leverage our own structure and experiences to provide customized services to a wide range of professional service clients.
Services for professional services organizations
- Affordable Care Act (ACA) reporting and compliance
- Audit, review, and compilation of financial statements
- Business succession planning and merger consulting
- Cash flow management and projections
- Cybersecurity
- Divorce valuation
- Employee benefit plan audit, tax, and consulting
- Employer-sponsored retirement plan design, compliance, and consulting
- International expansion
- Management of the finance infrastructure
- Performance benchmarking and trend analysis
- Renewable energy and utilities
- Sustainability and ESG
- Tax strategies and planning (multi-state, composite, international, and individual)
- Wealth advisory
- Web-based accounting systems