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 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.
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 bench marking
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
