Professional Services

As a Professional service provider, your people and customers are the most important factors behind your success. While many businesses are driven by products, technology or machinery, human assets drive the success of your business. The talent and motivation of your team, and their dedication to delivering value to your clients, sets you apart from your competition.

As a Professional service provider, your people and customers are the most important factors behind your success. While many businesses are driven by products, technology or machinery, human assets drive the success of your business. The talent and motivation of your team, and their dedication to delivering value to your clients, sets you apart from your competition.

Our services are designed to meet the unique needs of service industry organizations. Whether you are making benefit plan decisions, selecting business entity structure, or strategizing long-term personal and professional financial success, we have the experience to provide solutions that meet your unique needs.

Our services to the service industry include:

  • Federal, State and Local Tax Compliance
  • Federal, State and Local Tax Planning
  • Estate and Trust Tax Compliance and Planning
  • Entity Formation and Selection
  • Business Succession
  • Stock-Option Incentives and Ownership Issues

  • Financial Audits, Reviews and Compilations
  • Employee Benefit Plan Audits
  • Financial Reporting
  • Agreed-upon Procedures
  • Break Even Analyses
  • Budgeting, Forecasts and Projections
  • Internal Control Assessments
  • Cash Flow Management
  • M&A Due Diligence
  • M&A Buy/Sell Agreements

  • Business Management
  • Bookkeeping
  • General Ledger Maintenance
  • Back Office Management

  • Contract Negotiations
  • M&A Transactional Services
  • Business Operational and Management Advisory
  • Business Strategic and Financial Advisory






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