Personalized attention with a modern approach.
Professional Services
We understand that costs are counted differently when a company is delivering people-based solutions rather than goods. We look for creative ways to reduce costs, find process improvements and remove some of the financial burden. We help service-based clients look beyond the numbers for strategies that will assist them in delivering a superior service to the marketplace while sustaining profits.
As your trusted advisors, we take on the challenges presented to business owners so you can provide quality services to clients, while we take off the pressures of keeping you on track to meet your business goals.
Some of the services we provide to our Professional Services clients include:
- Audits, Reviews and Compilations
- Federal, State and Local Tax Planning and Compliance
- Financial Statement Preparation
- Audits of Retirement and Employee Benefit Plans
- Business Valuations
- Fraud/Forensic Investigation
- Multi-State Tax Planning
- Succession Planning
- Budgeting and Cash Flow Management
- Estate Planning
- Outsourced Accounting
- Internal Control Evaluation and Review
- Nexus Studies
Ed Golden
Partner
PROFESSIONAL SERVICES NEWS & INSIGHTS
Common Control Entities and Lease Accounting Methods
Private companies and nonprofit entities under common control may find relief in the expected update by the FASB. Read what they had to say here.
Optimizing Professional Services Real Estate Portfolios for Evolving Needs
As professional services firms adjust to shifting workplace norms — reevaluating their real-estate portfolios and workforce policies — one overarching priority has emerged: flexibility.
Preparing for a Merger or Acquisition? Check Out These 8 Tax Questions and Considerations
Whether you’re planning for or going through a merger, acquisition, or buying another business, understand these tax considerations before beginning the transaction.