Professional Services Firms

As a professional services provider, the needs of your clients are your number one priority. When was the last time you looked at your own business with the same precision? We take the burden off of you by concentrating on your business needs so you have more time to dedicate to your clients’.

Weiser can assist with:

• Review of partnership agreements and/or shareholder agreements
• Business advisory services
• Profitability consulting
• Selection of practice management systems
• Merger and acquisition strategies
• Tax, estate, and financial planning for owners and individuals
• Federal and state business income tax returns
• Audits, reviews, and compilation of financial reports
• General supervision of internal bookkeeping and accounting functions
• Cash management and bank reconciliations
• Review of attorney escrow accounts
• Treatment of attorney client disbursements
• Industry-specific electronic data processing (EDP) applications, reviews, and consultations
• Banking/Insurance consultations
• 401(k) and benefits consulting and development of compensation plans
• Statement and tax returns for retirement plans
• Accounts receivable/accounts payable management
• Treatment of client disbursements
• Archiving of records
• Human resources and personnel matters

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