Your browser version is outdated. We recommend that you update your browser to the latest version.

Financial Management


  • Financial Planning - We can help you plan your financial future based on many years of experience with professional service firms. We examine past and current trends in the industry in preparing realistic financial goals for your firm.
  • Firm Budget Process Review - We can help you budget on an annual basis, to meet the firm's objectives using the optimal amount of resources. We suggest a zero-based approach requiring justification for all planned expenses.
  • Annual Report - The Annual Report communicates the firm's performance for the past year so that all partners are aware of the status of the firm's finances and who contributed to the firm's success. The Annual Report includes a business plan for the upcoming year and assigns responsibilities and tasks for action plans.