Professional Services
Hello, Service Providers
We understand that your product is your people and we take that relationship very seriously. Professionals across the legal, marketing, design, architectural, engineering, and IT space trust us to proactively manage the financial side of their business because we intimately understand what it means to be a service provider. We cover your back so you can do what you do best.
Tax
- Partnership tax planning
Audit & Assurance
- Financial statement audits, reviews, and compilations
- Agreed upon procedures
- Internal controls review
Consulting
- Mergers & acquisition assistance
- Buy/sell agreements
- Cash flow management and forecasting
- Business succession planning
- Partner and employee compensation agreements
- Profitability analysis
- Operations review
Outsourced Accounting
- Accounts receivable and accounts payable
- Bank account reconciliation
- Fixed asset schedules
- Check ledger maintenance
- Journal entry and general ledger maintenance
- Monthly closings
- Payroll
- Transaction classification, entry, and verification
Meet our professional services growth
specialists dedicated to you.
Carrie Karn
Senior Manager
Benjamin Mendel
Business Consultant
Lori Kubic
Senior Manager & CPA
Gianfranco Portuondo
Staff Accountant
Resources to help you
get to where you need to go.
“Let me say that, as usual, you did a whale of a job for us this year. I basically don’t know where I’d be if I had to manage a fraction of these returns without you all advising and preparing the return. I’ve worked with a lot of accountants over the years, and you all at the very top of the list, bar none. I’ll continue to be looking to refer you to clients who might be a good fit.”
— D. Baker, Attorney