Walter & Shuffain - Certified Public Accountants & Business Advisors

Professional Service Firms

If you're a part of a professional services firm, you recognize the importance of strong management; you know that good business requires continued guidance to meet the expectations of both owners and service providers.

Whatever professional service industry you’re in – advertising, consulting, legal or something else entirely – Walter & Shuffain has the resources to help you manage the challenges and goals unique to your organization. Our multidisciplinary team will take a close look at your company to help you solve problems, seize opportunities and deliver innovative solutions that will ensure long-term growth and profitability. Let W&S help you manage the business processes so you can stay focused on the business.

Just some of the services we offer include:

  • Accounting systems design
  • Administration of profit sharing and pension plans
  • Audits, reviews and compilations of financial statements
  • Budgets, forecasts and projections
  • Buy/sell, partnership and shareholder agreements
  • Business valuations
  • Cash management systems
  • Compensation formulas and employee agreements
  • Cost models
  • Employee benefits evaluations
  • Employee retirement and welfare planning
  • Entity selection - form of organization analysis
  • Estate and gift tax planning
  • Mergers and acquisitions
  • Personal financial planning
  • Practice assessments, internal control and operational reviews
  • Reorganizations
  • Succession planning
  • Representation before the IRS and other agencies
  • Strategic business planning
  • Tax planning and compliance
  • Technology and computer systems solutions