Professional Services

Pinpointing Professionalism and Profitability

As a professional services firm, we understand the financial challenges your business faces but we also know how to capitalize on the unique opportunities available to grow your organization. When you face complex financial or operational issues and need to address them, our team can provide the tools to manage your business while you continue building your client relationships. These exciting challenges keep our team invested in ensuring success for your professional services firm.

Services We Provide:

  • Client accounting services
  • Business succession planning
  • Buying and selling a business
  • Cash flow and budgeting analysis
  • Financial forecast and projections
  • Financing transactions advisory
  • Retirement planning
  • Audits, reviews, compilations and agreed upon procedures
  • Tax preparation

Firms We Serve:

  • Architectural
  • Commercial insurance and bonding brokers
  • Consulting
  • Engineering
  • Law
  • Marketing and advertising