Accounting for Professional Services

Entity Selection & Structural Planning

The structure you choose at launch (or restructure into later) has long-term consequences for your firm. It affects how profits are taxed, how flexible ownership can be, and how clean an eventual transition will be. We model whether an S-Corp, LLC, or partnership best fits the way your firm operates today and where it’s headed.

Proactive Advisory & Ongoing Compliance

Professional firms near Boston or the surrounding areas can’t sustainably operate on outdated numbers or year-end hindsight. We deliver advisory services designed to support informed decisions throughout the year, including:

• Tax planning and compliance built for predictable liability and avoiding surprises
• QuickBooks financial reporting that connects activity to usable insight
• Payroll strategy and administration aligned with professional compensation models
• R&D tax credit studies for firms investing in process innovation, technology, or proprietary methods

This is accounting for professional services that supports your decision-making as well as recordkeeping.

Transactional Support When the Stakes Are High

Inevitably, growth brings risk. Whether you’re adding partners, acquiring another firm, or preparing for a transition, financial precision is critical. Which is why we offer:

• Business valuations to understand true enterprise and equity value
• Merger and acquisition assistance for firm combinations or strategic expansion
• Transaction advisory services for buy-ins, buy-outs, and ownership changes

We’ll make sure your financial position is clearly understood and properly represented before decisions become irreversible.

Clear Numbers. Better Decisions.

When you’re running a professional service firm in the Boston area, you can’t afford delayed insight, reactive tax planning, or uncertainty around your cash flow and profitability.

Get clarity on your firm’s numbers before your next decision depends on them.