Professional Services
As a professional services CPA firm, we understand the unique challenges faced by these entities. Our goal is to help you service your clients effectively while maintaining efficient operating procedures and maintaining a profitable practice.  We provide services for groups such as law firms, medical practices, insurance agencies and financial advisors.

Our professional services accounts specialize in:
  • Analysis of accounting procedures
  • Selection and implementation of accounting software
  • Business and individual tax planning
  • Cash flow management
  • Profitability analysis
  • Pension/profit sharing plan development
  • Litigation support
  • Due diligence
  • Establish billing and collection procedures
  • Review internal controls
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