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
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.