Service Companies

As a service business ourselves, we have served many similar-type businesses including medical and dental practices, law firms, and engineering and design firms. So we understand the unique requirements and problems you face. Competing for new business while managing current clients profitably is an overarching task. At the same time you need to keep your best people and the cost of doing so is daunting, especially in light of rising salaries, healthcare costs and the costs of regulation. Let alone, economic uncertainty has us all trying to do more with fewer people.

We can help you develop long-term business and tax planning strategies, improved systems to control costs and streamlined operations for maximum efficiency and improved profitability. Using a unique financial analysis program, we can help you determine where the issues lie and then develop ideas to correct such problems.

Our services include:

  • Accounting and auditing
  • Forecasts and projections
  • Cash flow analysis
  • Business valuations
  • Succession planning
  • Choice of entity structuring
  • Controllerships
  • Individual tax planning and preparation
  • Estate and gift planning
  • Corporate and business tax research, planning and preparation
  • Personal financial planning
  • Buy-sell agreement
  • Financing assistance

“I think that they are very professional dealing with small businesses, unlike other firms. They do a great job in reconciling the needs of the small business with their accounting systems.”

Partner Local law firm

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