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Professional Service Firms

Professional Service Firms

If you're a part of a professional services firm, you recognize the importance of strong management; you know that good business requires continued guidance to meet the expectations of both owners and service providers.

Alpern Rosenthal has the resources to help you manage the challenges and goals unique to your organization — whether your service offerings are for the legal, architectural, healthcare & medical, ad agency, consulting or other professional service industries. Some of our professional services include:

  • Accounting systems design
  • Administration of profit sharing and pension plans
  • Audits, reviews, and compilations of financial statements
  • Budgets, forecasts and projections
  • Business valuations
  • Buy/sell, partnership and shareholder agreements
  • Cash management systems
  • Compensation formulas and employee agreements
  • Employee benefits evaluations
  • Employee retirement and welfare planning
  • Entity selection — form of organization analysis
  • Estate and gift tax planning
  • Mergers and acquisitions
  • Personal financial planning
  • Practice assessments, internal control, and operational reviews
  • Reorganizations
  • Representation before the Internal Revenue Service and other regulatory agencies
  • Succession planning
  • Strategic business planning
  • Tax planning and compliance
  • Technology and computer systems solutions

Find out how Alpern Rosenthal can partner with your professional services organization. Contact us today.


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