Professional service firms have unique considerations when structuring their business and maximizing their profitability.  Having an external partner with the expertise in your industry will help grow your practice.


  • Outsourced accounting assistance

  • QuickBooks assistance by QuickBooks Certified ProAdvisors

  • Preparation of internal financial statements

  • Internal controls implementation


  • Tax planning strategies

  • Tax preparation for the professional services practice and the owner(s).

  • Cost-savings possibilities when the practice's business and owner(s) personal taxes are prepared collectively

  • All federal, state, and local tax filings

  • Quarterly estimate preparation

  • New partner tax considerations

  • Multiple office locations and multi-state tax filings


  • Preparation of audited, reviewed, or compiled financial statements

  • Assistance with bank loan covenant requirements, office lease requirements, and additional assurance requirements

  • Agreed-upon procedures

  • Employee benefit plan audits


  • Our full-service offering

  • Bring the practice advisory, accounting, financial, and tax expertise directly into your practice - without the full-time expense of highly qualified financial employees

  • Take your growing practice to the next level financially by utilizing the expertise of multiple CPAs, allowing us to handle the numerous facets of your practice's finances

  • For the professionals that utilize our CFO Advisory services, our #1 priority is maximizing value for the owner(s) of the practice


  • Entity selection assistance

  • Ownership structuring

  • New practice formation and business considerations

  • Relationships with bankers, attorneys, financial advisors, and insurance agents to help with practice startup needs

  • Loan negotiation assistance

  • Operating agreement assistance

  • Succession planning

  • Valuation assistance


  • Retirement planning, including assistance with setting up plans that maximize tax deferral opportunities for the owner(s)

  • Profitability & expenditure review

  • Financial planning & budgeting

  • Cash flow modeling

  • Lease vs. buy analysis

410-268-6154     |     410-269-5426     |

60 West Street, Suite 205, Annapolis, MD 21401

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