Professional Services

Providing comprehensive tax, financial planning and strategic consulting to leading professional service firms

Your growth, well managed

In a fast-paced, knowledge-driven economy, professional services firms are in greater demand than ever. Increasingly, organizations are relying on their lawyers, chartered professional accountants, management consultants, engineers and others to provide the relevant strategic insights they need to drive business growth. Professional service providers in sectors such as healthcare—from doctors and medical specialists to dentists and veterinarians—see a steadier, yet similarly intense, demand for their time.

Professional service providers need practical and proactive financial advice to effectively manage their practices and achieve full regulatory compliance. Our integrated tax, financial, assurance and consulting services are designed to understand your goals and position for success at every stage of the business life cycle. We do it by providing flexible, scalable services and practical advice that both addresses challenges and highlights opportunities as your business evolves. That also means aligning personal and professional financial strategies to achieve your desired lifestyle and retirement goals, and when the time is right, setting the stage for an eventual business exit.

Our in-house tax and accounting department has the experience and expertise to manage everything from your organization’s annual tax reporting and strategic considerations such as corporate structuring—think partnerships or family trusts—to business succession planning and acquisition opportunities. For firms with global ambitions, our membership in the Russell Bedford International network opens the door to tax, legal and consulting advice in key markets around the world.

We work with a wide range of professional service providers including: