Professional Services

As a professional service business, we appreciate the challenges facing today’s service firms such as client pricing, employee acquisition & retention, and maintaining long-term profitability.  While every professional service firm requires traditional tax and accounting services, many can also benefit from working with someone who they can partner with to run their business better and become more profitable.

We work with a select number of professional service firms so that we can truly understand each business’s challenges and strengths.  We can also proactively plan with the business owner knowing exactly what they need and how to develop proper tax, retirement, and succession strategies so they can achieve their goals and dreams.

We work with a variety of professional service firms including:

• Consultants
• E-Commerce Companies
• Home Inspectors
• Insurance Brokerage
• Real Estate Agents

Our Business Advisory Services for Professional Service Firms Include:

• Accounting & Bookkeeping
• Income tax planning and compliance
• Compensation planning
• Deal structure, design, and negotiations
• Mergers and acquisition guidance, valuation, and due diligence
• Monthly financial and metric reporting development
• Financial budgets and projections
• Strategic planning