Professional Services

The demands of managing a professional services firm can take a toll on your bottom line. Client service and satisfaction are at the core of your business focus. Striking a balance between quality service and managing your finances demands an effective advocate. As a professional service firm ourselves, we understand the challenges and opportunities faced by our industry. Whether you need support with talent placement, strategic business planning, or tax guidance, our team has the resources and expertise to help your business thrive well into the future. We offer a variety of services aimed at reducing your risk and increasing your productivity. We have worked with many professional services firms, including: law, insurance, engineering, architecture and consulting.
 
Ask our team about:

  • Strategic business and tax planning
  • Generation of new business and retention of current clients
  • Strategic planning and M&A assistance
  • Succession and estate planning
  • Product diversification analysis
  • Break-even analysis by product and product line
  • Operational reviews and management consulting
  • Cash flow and budgeting evaluation and solutions
  • Risk management and litigation support
  • Internal controls review
  • Employee benefit plan services