Professional Services

We understand your business.

As a professional service firm ourselves, we understand how important it is to provide your clients with expert service—while building lasting relationships. We empower you to dedicate your time to serving your clients while we manage your tax, accounting, and other financial support needs.

Our Approach

Whether you are a medical professional, lawyer, engineer, architect or other professional entrepreneur, we take a unique approach to helping you make informed decisions. Our team analyzes your business practices to identify procedures that not only ensure the smoothest operation possible, but that also give you the data necessary to anticipate your financial needs.

Our Services

Our industry-specific expertise goes beyond standard accounting and tax services to include:

  • Tax planning and preparation
  • Tax advocacy and controversy
  • Estate, gift, and trust services
  • Quickbooks support and outsourcing
  • Compensation and benefits
  • Audit and assurance services
  • Internal control review
  • Mergers and acquisitions
  • New partner/shareholder admission planning
  • Business valuation
  • Litigation support
  • Strategic business planning
  • Wealthcare

Let our industry experts take your professional services practice to the next level.

Blog

New HSA Contribution Limits Released for 2023

The IRS recently released Revenue Procedure 2022-24 with the 2023 annual contribution limits for... more
May 2, 2022
Blog

Secure Act 2.0 passed by the House of Representatives

Much like last year at this time, retirement legislation is gaining steam In Washington. The... more
April 25, 2022
Blog

Substantial Employee Retention Tax Credits Remain At Large

In response to the pandemic, the employee retention tax credit (ERTC) was created under the CARES... more
July 15, 2022
Whitepaper

7th Employee Benefit Plan Benchmarking Survey Report

The race to keep the best and brightest is highly competitive and no employer wants to be left... more
Blog

Is It Time to Consider Accrual-Basis Accounting?

For many small businesses, accounting is an afterthought. The time and energy to launch a business... more
June 29, 2022
Blog

Sage Intacct Best Practices – Recommendations for your Remote Finance Team

With the recent transition to remote work for many employees, it is more important than ever to... more
June 17, 2022
Blog

Stock/Equity Compensation, is it Really a Good Idea?

Rewarding and retaining top talent has always been a challenge for employers. The now infamous... more
June 15, 2022
Blog

Accounting Made Easy: 5 Steps to Fast, Easy, and Accurate Bank Reconciliations

One of the more fundamental and important processes in the monthly close is the reconciliation of... more
June 10, 2022

Related Services

Learn more about our comprehensive platform of services tailored to the professional services industry.