Hello, Service Providers

Hello, Service Providers

We understand that your product is your people and we take that relationship very seriously. Professionals across the legal, marketing, design, architectural, engineering, and IT space trust us to proactively manage the financial side of their business because we intimately understand what it means to be a service provider. We cover your back so you can do what you do best.

  • Partnership tax planning

  • Financial statement audits, reviews, and compilations
  • Agreed upon procedures
  • Internal controls review

  • Mergers & acquisition assistance
  • Buy/sell agreements
  • Cash flow management and forecasting
  • Business succession planning
  • Partner and employee compensation agreements
  • Profitability analysis
  • Operations review

  • Accounts receivable and accounts payable
  • Bank account reconciliation
  • Fixed asset schedules
  • Check ledger maintenance
  • Journal entry and general ledger maintenance
  • Monthly closings
  • Payroll
  • Transaction classification, entry, and verification
Carrie Karn, Senior Manager

Carrie Karn, CPA

Senior Manager

Lori Kubic, Senior Manager & CPA

Lori Kubic, CPA


Gianfranco Portuondo, Supervisor

Gianfranco Portuondo, CPA, MBA


Ben Mendel, Business Consultant

Benjamin Mendel

Finance Consultant

Talk With an Advisor

Let me say that, as usual, you did a whale of a job for us this year. I basically don’t know where I’d be if I had to manage a fraction of these returns without you all advising and preparing the return. I’ve worked with a lot of accountants over the years, and you all at the very top of the list, bar none. I’ll continue to be looking  to refer you to clients who might be a good fit.”

— D. Baker, Attorney