Professional Services Accounting, Tax & Advisory | Be Better Off

Professional Services Tax & Advisory

Professional services businesses operate on expertise—but managing cash flow, tax, and compliance can quickly become a full-time job. With fluctuating workloads, fee-based billing, and multi-owner structures, staying financially in control isn’t easy.

Whether you’re running a solo practice or a growing firm, we help you reduce tax exposure, improve margins, and set up the right structure for long-term success.

From smart entity design and partner distributions to forecasting and cash flow control, we give you the financial clarity to run your firm with confidence.

Time & Fee-Based Billing Accuracy

Capturing every billable hour matters. We help you implement systems to track time, automate invoicing, and reconcile retainers—so your revenue reflects your value and nothing slips through the cracks.

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Revenue Recognition Compliance

Retainers, milestone billing, and phased contracts can complicate your books. We ensure your revenue recognition aligns with ASC 606 and keeps you audit-ready—no matter how you bill.

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Partner Profitability

How you split profits affects both tax and morale. We help firms structure partner compensation, equity splits, and distributions in a way that’s transparent, efficient, and sustainable.

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Tax Strategy

We navigate service-industry tax limits, optimize pass-through structures, and leverage deductions specific to your profession—maximizing after-tax income without raising red flags.

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Remote Workforce Compliance

With clients and staff in multiple states, compliance gets tricky. We manage nexus, apportionment, and multi-state payroll to ensure you meet your obligations—without paying more than necessary.

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