Professional Services

Providing exceptional client service may not leave much room for strategic planning or a high-level perspective on improving firm-wide processes and procedures. We work with professional service firm executives to provide advisory services that include financial benchmarking, overhead allocation and analysis, cybersecurity support, risk assurance assessments as well as mergers and acquisition transaction support.

Financial oversight is important for internal and external stakeholders, but the process can be time-consuming. A well-prepared financial statement demonstrates where cash and resources are being used and how internal controls and processes are working together efficiently and effectively. We provide a full range of assurance services, whether you require a full scope audit or organized financials compliant with GAAP standards.

We are well-versed in the different benefit plans that professional services firms offer to their employees. We perform benefit plan audits for defined benefit and contribution plans, health and welfare plans, employee stock ownership plans (ESOPs), profit sharing plans and 11-K filings. Our professionals help you manage the process of ERISA and Department of Labor compliance and improve plan management by streamlining administrative tasks and processes.

Streamlining basic corporate finance and operational tasks can free up more time for you to run your business, manage billable time and plan for the future. We offer timely and reliable bank account, credit card and cash reconciliations, bookkeeping, tax preparation as well as financial statements and reports preparation. We work with a variety of software programs, including QuickBooks, Sage, Yardi and NetSuite.

Owning your business is more than a job – it’s your legacy for the next generation. With personalized succession planning, we assist you in all stages of planning and executing your exit strategy, including tax impact of partnership and compensation agreements, buy-ins and buy-outs, valuations and transaction support.

How your business is taxed directly affects the tax impact of owners and shareholders. Our tax experts handle quarterly and annual tax planning, tax credits and deductions to help you remain compliant and reduce your tax burden. We also provide a full suite of tax consulting services, including international tax, cash flow analysis and projections and flow-through tax analysis and planning.