You’ve got to do it all. Keep your clients happy, keep the business running efficiently and, of course, keep a keen eye on the bottom line. And because your revenue is driven by people, it’s important to keep your team on the same page and motivated.

We face the same issues. We understand professional service firms because we are a professional service firm. We can help you fine-tune your business so that it provides you with the satisfaction and security you seek for yourself, your stakeholders and your family.

Our professional service firms include health care, legal, engineering, staffing and technology among other service industries.

Assurance + Accounting

  • Compilations, Reviews + Audits
  • CFO for Hire


  • Tax Planning + Preparation
  • Entity Selection
  • Tax Deferral Strategy

Advisory Services

  • Estate + Wealth Planning
  • Business Valuation
  • Buy-Sell + Non-Compete Agreements
  • Benchmarking
  • Exit + Succession Planning

You know your business. We’ll share our intellect to help you maximize its potential.