Professional Service Firms

Professional Service Firms

As a professional services firm ourselves, we have an intimate understanding of the obstacles that you face. Service-based businesses face a unique blend of challenges, including addressing costing issues, developing methods for key employee retention, and identifying fair methods for compensation. We help professional service businesses manage operations cost-effectively so they can focus on providing the highest quality services to their own clients.


We are experienced in serving a variety of professional services firms, including financial advisors, insurance agencies, law firms, and more.


Our professional services industry specialists offer assistance in the following areas:


  • Audit, review, and compilation of financial statements
  • Business and individual tax planning
  • Analysis of accounting procedures
  • Cash flow management
  • Due diligence
  • Establish billing and collection procedures
  • Litigation support
  • Partnership disputes
  • Mergers and acquisitions
  • Pension/profit sharing plan consulting
  • Profitability analysis
  • Review of internal controls
  • Selection and implementation of accounting software
  • Succession planning