Professional Services
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.
Tax
- Partnership tax planning
Audit & Assurance
- Financial statement audits, reviews, and compilations
- Agreed upon procedures
- Internal controls review
Consulting
- Mergers & acquisition assistance
- Buy/sell agreements
- Cash flow management and forecasting
- Business succession planning
- Partner and employee compensation agreements
- Profitability analysis
- Operations review
Outsourced Accounting
- 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, CPA
Senior Manager
Lori Kubic, CPA
Manager
Gianfranco Portuondo, CPA, MBA
Supervisor
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Benjamin Mendel
Finance Consultant
