Professional
Services

 

Empowering Professional Service Firms to Achieve Growth and Operational Excellence

 

 
Customized Financial Strategies Tailored to Your Needs

Like you, we operate in the professional services sector, giving us a profound understanding of the importance of informed decision-making to enhance efficiency and client satisfaction. Our engagement teams are composed of knowledgeable professionals who prioritize providing you with a clear and comprehensive financial picture. We take a personalized approach, diving deep into the complexities and nuances specific to professional service firms. By thoroughly understanding your business’s unique challenges and strengths, we craft customized strategies that address your specific needs and promote sustainable growth.



Comprehensive Services for Diverse Professional Fields

Our CPA and advisory services are designed to cater specifically to the administrative and operational demands of professional service organizations. Whether you’re in architecture, law, marketing, real estate or any other service industry, our multidisciplinary teams are equipped with the expertise to support your firm’s success.


Focused on What Matters Most to Your Business

Our commitment extends beyond standard accounting tasks. We focus on critical areas that impact your business:

  • Enhancing profitability and efficient use of resources

  • Providing timely financial data to inform crucial business decisions

  • Monitoring key financial metrics such as cash flow, overhead and billable hours

  • Utilizing benchmarks to assess operational efficiency and effectiveness

  • Staying updated with regulatory changes and financial trends

  • Preparing for leadership transitions and succession planning

  • Safeguarding and growing your net worth

  • Strategic retirement planning

Our team is dedicated to fostering long-term partnerships with our clients. We understand that your business is about more than just numbers—it's about people, relationships and preparing for the future. Experience our client-focused approach and see how we can help you navigate your specific challenges to not only survive but also thrive in the competitive landscape of professional services.

 

We advise and partner with a diverse range of professional service firms, including:

  • Attorneys

  • Architects

  • Engineer

  • Private Equity

  • Staffing agencies

  • Payroll Services

  • Insurance Brokerage

  • Advertising and Marketing Agencies

  • Information Technology Firms

  • Consultants
We offer a variety of specialized services tailored specifically for our Professional Service clients, such as:

  • Accounting System Development and Implementation

  • Financial Statement Attestation

  • Income Tax Planning and Compliance

  • Budgeting and Forecasting

  • Realization and Profitability Analysis

  • Operational Reviews

  • Compensation Planning

  • Strategic Planning

  • Merger and Acquisition Guidance, Valuation and Due Diligence

  • Deal Structure, Design and Negotiations

 

Contact us today to learn how our dedicated Professional Services Practice Group can help empower your business to reach new heights of success.

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Lead Contacts

mike-stefanek

Michael J. Stefanek, CPA

Partner

With more than 25 years of experience working at a national and regional accounting firm and building his own practice, Mike has developed a diverse background enabling him to provide his clients and business partners a unique perspective on accounting, tax and business matters.

joseph-regalbutto

Joseph P. Regalbuto, CPA

Partner

Joe has over twenty-five years of diverse experience with public accounting and financial services firms and has worked with companies with revenues ranging from start-up to $200M.