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Professional Services

Business Consulting Solutions Serving a Multitude of Industries

The owners of Convergence CPA Group understand the complexities of running a professional services firm. The owners of other professional service firms are often the primary revenue producers, which can make it difficult to attend to the ongoing needs of their clients and the strategic needs of their firm. To better serve our clients, we have developed a number of customized business consulting solutions for certain professional services firms.

Physician and dental practices

Attorney practices

Engineering firms

Architectural firms

Insurance firms

Consulting firms

Direct Access to Our Most Senior Professionals

The limited size of our locally-owned firm provides us with the “bandwidth” to provide our professional service clients with direct access to our most senior professionals, which helps ensure that these clients receive prompt attention to their business needs. We are committed to building a long-term relationship with you and your firm through responsive, hands-on quality service.

Exceptional Customer Service

Cost Effective & Tailored to Fit Your Needs

Our experienced professionals provide a high-level of customer service that is both cost effective and precisely tailored to meet your needs.

Our Areas of Customer Service

Owner compensation plans and employee incentive programs

Design and implementation of partnership or shareholder agreements

Staff profitability and firm billing rate evaluations

Industry metrics and benchmarking

Industry regulatory compliance

Attorney trust account compliance with state Bar rules

Wealth preservation, succession planning, and exit strategies

Outsourced accounting for start-ups, growing, or established firms

How Our Clients Benefit from our Exclusive Services

Deferred compensation plans and retirement planning for owners and employees

Capital acquisition and funding decisions

Due diligence and valuations for buying or selling a practice

Merger and acquisition planning

IRS and state tax audit representation

Risk mitigation strategies

Federal, state, and international tax consulting

Cash flow analysis, budgeting, and forecasts

Development of internal controls and best practices

Technology and software selection

Leverage Our Expertise

Contact us today to learn more about how you can leverage our expertise with other Professional Service providers into significant tax saving opportunities.