Professional Service Firms

As a professional services firm, we understand the needs of this industry and the challenges faced on a daily basis. We provide services that are optimized and customized for the unique structure and environment in which these businesses operate. We work with law firms, doctors, architects, engineers, technology companies, and many other professional firms.

We provide a wide range of services to professional service firms, including

  • Audits, reviews, and compilations
  • Bookkeeping
  • Federal, state and local tax compliance 
  • Tax planning and consulting
  • Employee benefit plans
  • Succession and ownership transfer planning
  • Cash flow forecasts and projections
  • Strategic and growth planning

Whether you are a small start-up or a large established organization, we can assist you with customized service-oriented solutions to your business.