Professional Services

Strategic business advice to help you stand out

We have extensive experience with professional firms, including architecture, engineering, advertising, insurance, law and medicine. We currently work with over 150 professional services clients, who we support with services including:

Assurance

Offering audit, review and compilation services tailored to meet financial reporting needs, personal financial statement preparation for key individuals to improve surety and banking relationships and increase bonding capacity, job and equipment cost evaluations for equipment purchase or lease decisions, and contract review and analysis.

Business Consulting

Cash-management analysis and projections, debt requirement analysis and loan negotiations, expansion or acquisition decisions, business valuation services, employee benefits consulting and administration.

Employee Benefits Services

Design and accurately administer benefit plans to maximize benefits and minimize costs.

Financial Services for Owner-Professionals

Personal financial planning services such as tax reduction, education funding, retirement planning, investment strategies and estate planning.

Tax

Preparation of tax returns, representation and assistance in tax examination, business transaction planning, consulting on the acquisition, sale or liquidation of a business and income tax consequences, joint venture structure analysis and implementation, estate and succession planning.