Professional Services

As a certified public accounting and consulting firm, we understand the professional services industry from both a service perspective and a business operations perspective. Service-based businesses face a unique blend of challenges including addressing costing issues, developing methods for key employee retention and identifying fair methods for compensation.

We know these challenges first-hand, so we can help professional service businesses plan for long-term growth and profitability while maximizing benefits to owners and employees.


  • Accounts payable and receivable management
  • Business valuation
  • Buy/sell agreements
  • Cash flow analysis
  • Entity type selection
  • Financial statement audits, compilations and reviews
  • Payroll
  • Profitability analysis
  • Strategic planning
  • Succession planning
  • Tax planning
  • Wealth management