Professional Services
Professional service providers are somewhat unique. The distinctness of culture and management requires individualized service as it is typically the knowledge, intellectual property, and specific skills of its people that represents a large part of the organization’s assets.
Categorized in this industry ourselves, we understand the importance of tax and business planning, cost structure, billing, cash flow, succession planning, and maintaining the day-to-day of a business. Our portfolio of professional clients includes law firms, marketing and advertising agencies, engineering firms, architects, and consultants.
Services
- Income tax return preparation and filing, including multi-state taxes
- Capital asset planning and strategy
- Cost segregation studies
- Corporate tax planning
- IRS audit support
- Business process outsourcing, including bookkeeping, billpay, and payroll processing, filings, and reporting
- Financial statements, reporting, and management reports
- Set up, training, and consulting for QuickBooks® software
- Advisory services on general ledger set-up and internal controls
- Virtual controller outsource and consulting
- Virtual CFO outsource and consulting
Intuit®, QuickBooks®, and QuickBooks® ProAdvisor are registered trademarks of Intuit Inc. Used with permission.
- Business planning, financial projections, and budgets
- Business process consulting
- Business valuations
- Cash flow management
- Entity set-up and organizational structure
- Business purchase, sale, and merger/acquisition
- Wealth and succession planning
- Retirement planning
- Management consulting
- Ownership transfer planning (buy-ins/buyouts)
- Financial statement audits, reviews, and compilations
- Operational audits
- Internal control reviews
- Employee benefit plan audits
- Fraud investigations and risk management
- Agreed-upon procedures
- Forensic accounting, consulting, and litigation support services
Integrated financial planning and strategy with a goal of building and preserving your wealth.
Collaboration between our tax professionals, wealth advisors, and retirement and estate professionals gives clients full access to expertise in all things financial to support their lifestyle and legacy goals.
