Professional services

Professional services organization, including law firms, medical practices, and consulting firms, spend a significant amount of time worrying about financial issues such as cash flow management and tax optimization. We help our professional services clients in navigating through these challenges with sound practical advice.


We have strong experience and track record in helping professional services firms across various sectors. Our clients include:

  • Physician and dental practices
  • Law firms
  • Real estate firms
  • Consulting firms
  • Architectural firms
  • Advertising agencies
  • Captive insurance companies
  • Private equity managers


Our services to professional services organizations include:

  • Corporate and personal tax planning
  • Practice management consulting
  • Cash flow optimization
  • Overhead allocation
  • Analysis of tax impact of partnership agreements
  • Accounting outsourcing and co-sourcing
  • Key performance indicators (i.e. revenue per partner/physician)
  • Valuation services