Success-building solutions for professional services firms

Whether you're a lawyer, architect, consultant or other professional, you can't just focus on serving clients. You also must pay attention to the business side of your firm. Otherwise, you'll find yourself in financial difficulty and worrying about your personal finances, too.

Running a profitable professional service firm takes more than expertise in a certain profession. It takes tight management, careful accounting and smart tax planning, as well as the assistance of advisors, like us, who can help you get to the next level of success.  

We help maximize your success

At Steinberg Advisors, our Professional Services Industry team has decades of experience in meeting the tax, accounting, management and financial planning needs of clients like you. We have helped hundreds of firms in the startup phase grow and then maximize their profitability, so their owners can enjoy financial well-being, too.

As a result, we know the issues and challenges you face, as well as how to handle them. We are ready to help you with these and other aspects of professional service firm management:

  • Accounting systems and internal controls
  • Tax planning and business structure selection
  • Financing, billing and collections
  • Compensation and benefits planning
  • Budgeting, cash management, and profit enhancement
  • Retirement and succession planning
  • Risk management and insurance planning
  • Recruiting, human resources and employee benefits consulting
  • Personal tax, estate and financial planning
  • Strategic planning and M&A assistance
  • Outsourced bookkeeping and accounting services
  • Audits, reviews and compilations

Our clients include law firms, architectural and engineering firms, IT consultants, insurance agencies, human resource consultants and other professional service providers. And clients range in size from sole practitioners to firms with dozens of employees.

Service that delivers results

When we work with you, we consider ourselves part of your team, assisting you to advance your success. To this end, we take time to understand your firm's identity, culture, goals and situation, so the recommendations we make help you achieve your goals.

We measure our success by the results our services deliver. So we don’t just do what you ask. We proactively look for ways to help you attain a higher level of business and personal success.

Let us improve your financial health

To learn more about how Steinberg Advisors can help take your firm to the next level, contact our offices. We would welcome the opportunity to discuss your needs and goals and put our deep knowledge of professional services firms to work for you.