above and beyond

This is a common phrase that we prove is uncommon. As a business owner of a growing enterprise, you seek advisors who don’t just sell you the next plan or product, but who white-board with you to uncover your remarkable and unique path to success.

Professional Services

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Michael White 
Managing Partner

Professional service providers demand the same level of excellence from an accounting firm that they provide to their own clients. We serve a broad group of professionals – attorneys, engineers, architects, financial advisors, staffing agencies, marketing agencies and more – and we understand how much they value their time and demand excellence in every aspect of their businesses. We provide a full suite of financial and strategic consulting services to professionals, including legal accounting, agency CPA services, tailored PLLC accounting process development, tax consulting, tax preparation and marketing CPA services.

Professionals excel at solving specific problems and helping clients navigate through complex long-term challenges, so they quickly grasp the fundamental concepts of nearly every operational and strategic plan we develop for their businesses. Our relationships with professionals are always incredibly collaborative, because we all speak essentially the same language and are constantly pursuing the same two goals – minimize time spent and maximize profitability.

Stressful deadlines, billable hours, demanding clients and soaring staff costs – these are just a few of the unique dynamics of professional practice that can deter your business from concentrating on operational efficiency and strategic planning. We know every professional’s business model inside and out, because we live and breathe the same model too. This fundamental understanding of how your business works is what enables us to develop custom accounting and strategic solutions that will elevate your business to the next level.