Professional Services

Professional Service Firms

As professional service providers ourselves, we appreciate that client pricing issues, talent selection and profitability are just a few of the challenges facing today’s service firms. While every professional service firm requires traditional tax and accounting services, many can also benefit from strengthening their business operations and management practices. Our partners and professionals take a fresh approach to addressing the complexities, nuances and evolving issues that arise for professional service companies by taking the time to learn and understand each business’s challenges and strengths.

We work with a variety of professional service firms including:

  • Attorneys
  • Architects
  • Engineers
  • Private Equity
  • Staffing agencies
  • Payroll service providers
  • Insurance brokerage
  • Real estate brokerage and property management
  • Adverting and marketing agencies
  • Information technology firms
  • Consultants

Our business advisory services for professional service firms can include:

  • Accounting system development and implementation
  • Financial statement attestation
  • Income tax planning and compliance
  • Budgeting and forecasting
  • Realization and profitability analysis
  • Operational reviews
  • Compensation planning
  • Strategic planning
  • Merger and acquisition guidance, valuation and due diligence
  • Deal structure, design and negotiations

Let's Get Started

Talk to one of our professionals  — we want to help you achieve what’s best for you.