As a professional services firm ourselves, we understand first-hand what it takes to be successful…like building strong relationships and retaining talent. We tailor our services to meet your unique, individual needs and promote profitability through effective tax strategies along with timely and accurate financial reporting. Our team remains current on emerging trends affecting the industry.
Professional Service Firms We Serve:
- Healthcare practices
- Law firms
- Marketing and advertising agencies
- Insurance agencies
- Consulting firms
- Private equity firms
Our related industry expertise includes:
- Accounting services (audit, review and compilation of financial statements)
- Budgeting and cash flow analysis
- Business valuations
- Business succession and restructuring
- Compensation planning (including retirement plans)
- Strategic tax planning and projections
- Federal and state tax preparation and consulting