Like minded
We understand professional services and the many challenges faced by companies in this industry. We know that you face challenges, such as, competitors, employee and talent retention and the ever-changing nature of client demands and desire to get more for less cost. For approximately 25 years, we have worked with various professional service firms including:
Family offices
Architects
Engineers
Lawyers
Doctors
Our Services
Our services include tax preparation and compliance as well as tax planning and strategies for wealth management. In addition, we provide a wide range of accounting support for routine functions as well as special projects, including reviews of internal controls and operations.
We provide the following to professional service firms:
- Tax planning and preparation
- Estate, gift, and trust services
- Quickbooks support and outsourcing
- Human resource consulting
- Internal control review
- Mergers and acquisitions
- New partner/shareholder admission planning
- Litigation support
- Strategic business planning
- Audit and assurance services
- CFO Services or controller assistance