Professional & Financial Services
Solutions to keep your business moving forward
Professional and financial services firms are built on expertise, relationships, reputation, and trust. But behind every successful firm is a business that must manage profitability, cash flow, partner compensation, tax planning, compliance, technology investment, staffing, and long-term growth.
At Weiss, we provide tailored accounting, tax, assurance, and advisory services for professional and financial services organizations. We help firm owners, partners, executives, and leadership teams better understand their financial performance, make informed decisions, and plan for the future. Services for Professional and Financial Services firms may include: Services for Professional and Financial Services firms may include:
- Tax planning and compliance
- State and local tax guidance
- Internal control and process improvement consulting
- Financial statement preparation and assurance services
- Accounting and bookkeeping support
- Outsourced CFO and controllership services
- Cash flow planning and forecasting
- Partner and owner compensation planning
- Budgeting and profitability analysis
- Multi-entity and multi-owner reporting
- Succession and transition planning
- Merger, acquisition, and transaction support
We work with a wide range of professional and financial services businesses, including:
- Law firms
- Consulting firms
- Engineering and architecture firms
- Marketing and creative agencies
- Technology and IT service providers
- Insurance agencies
- Wealth management firms
- Registered investment advisers
- Broker-dealers and financial service organizations
- Real estate and investment-related service businesses
- Other closely held professional service firms