Area of Expertise:

Professional Services

As a professional services 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.

Services include:

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
For more information about our services to the Professional Services industry contact:


Delores Green 410-213-8700