Professional Firms

Delivering Satisfaction to Those Who Provide Service

Professional service firms share a common purpose of satisfying their customers. By providing a service that customers need, the expectation is to create a returning customer or simply generate positive presence in the market. A professional service firm will grow and thrive by engaging human interaction.

Most importantly, time is money. We believe that businesses that offer professional services should spend their time connecting with customers and focusing on generating revenue. Our team offers accounting, audit, tax, SOC, data security compliance, and advisory services for businesses that offer service such as law firms, membership organizations, consultancies or Software as a Service. We will go beyond and help navigate challenges for you while applying our expertise to ensure time is not lost.

Professional services receive assistance with:

  • Data Security and Compliance
  • System and Service Organization Controls (SOC) Reporting
  • Tax Compliance
  • State and local taxincluding sales and use tax
  • Accounting
  • Financial statement audits, reviews, and compilations
  • Compensation and benefit strategies
  • Cash flow optimization
  • Tax Planning strategies
  • Business Valuation
  • Mergers & Acquisitions (M&A) Due Diligence
  • Partner Distributions
  • Succession Planning
  • Employee Benefit Plan Audits

Memberships

We are members of the Chamber of Commerce, Goering Center, The Circuit, ISACA, ISSA, AICPA’s IMTP, InfraGard and many user groups and round tables.

We share your commitment to professional service. Contact us to explore the opportunity to go beyond the numbers, and we will provide the services that are required for your success.