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Professional Services

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Take your business to the next level

Today’s professional services industry is highly competitive; how will you drive impactful change for your business? Whether you’re challenged with new and changing accounting and tax regulations; want to improve your culture and maximize your talent; want to reduce healthcare costs without compromising benefits; have technology and cybersecurity concerns; or have been acquired by a private equity group and are transitioning to a more complex operating model, we can help.

As a professional service firm ourselves, we understand the challenges you face and will apply our firsthand experiences to help take your business to the next level. We serve more than 1,300 professional services clients, including law firms, architecture and engineering firms, marketing and advertising firms, business consulting firms, government contractors (including aerospace and defense), and physician practices. We’re actively involved in professional associations, advocacy groups, and events — including the Matheson Financial Advisors Capital Strategies and M&A Forum — that executives, lenders, and dealmakers look to for insight about critical industry issues, ensuring you benefit from timely advice, scaled specifically to your firm.

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Year-end tax planning opportunities and tax reform

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Tax planning: Key 2019 year-end strategies for businesses and owners
Wondering how new TCJA guidance and rules could affect your 2019 year-end tax planning? Join our webinar and learn how to optimize the use and timing of deductions, credits, and favorable rates in 2019 and beyond.
Brett Bissonnette
Webinar Wednesday, Nov. 20, 2019, 10 - 11 a.m. EST 1 hour watch Upcoming
Tax planning: Key 2019 year-end strategies for individuals
Jerry Jonckheere
Webinar Wednesday, Nov. 20, 2019, 2 - 3 p.m. EST 1 hour watch Upcoming
Five tips to manage your individual taxes before the end of 2019
James Minutolo
Article October 18, 2019 6 min read
Year-end business tax planning: Five actions to consider now
James Minutolo
Article October 18, 2019 7 min read

Professional Services Thought Leadership

  • Three keys to investing in physician-led practices

    Deals involving physician-led practices are on the rise — but they need to be managed carefully. We discuss three factors that separate the failures from the successes.

    Duane J. Fitch
    Article October 22, 2019 4 min read
    Three keys to investing in physician-led practices
  • Converting to open offices? Do it the right way.

    An “office of the future” format usually means leveraging an open office design to save money on real estate costs and improve staff collaboration. But before you convert, here are a few pros and cons to consider.

    Ryan Mollen Plante Moran Cresa Robert Stempien Plante Moran Cresa Alicia Washeleski Plante Moran Cresa
    Article September 23, 2019 6 min read
    Open office with many workers collaborating
  • A dash of values and a pinch of camaraderie: Building a world class culture
    What are the key ingredients of a world-class culture? A solid foundation built on principles and values, a challenging and supportive environment, training, communication, recognition, and respect.
    Jim Proppe Gordon Krater
    Article September 11, 2019 3 min read
    Image of two people working
  • Indiana adopts market-based sourcing and clarifies income tax nexus standard
    Under Public Law 159, Indiana has adopted market-based sourcing for income tax and clarifies that physical presence isn’t required for income tax nexus.
    Curtis Ruppal Jason Parish Tristan Bennis Jake Novak
    Article July 9, 2019 3 min read
    People reading an alert

We focus on you, so you can focus on your clients

We take a personal approach to each engagement, focusing on what matters to you. By taking the time to understand your organization, how you work, and the challenges and opportunities you face, we can tailor our solutions to best meet your needs and goals. And we’re not afraid to challenge the status quo; you can trust we’ll have your best interests in mind, even if that means less work for us.

Our one-firm firm structure means you’ll get the best resources and service, regardless of location. From our 350 dedicated professional services experts, to those with specialized expertise in cybersecurity, talent, and risk management, among others, we’ll tackle your challenges, help you become a stronger organization, and drive sustainable growth.

We also know you’re busy — with clients of your own to serve. Our experts will come to you, and work with you, on your time. “We’re an open book. We’ll share anything we can about ourselves and similar problems we’ve solved as a firm,” says Kevin Flattery, our professional services leader. “This helps us get you an answer quicker, providing insights to solve the problem faster than we were able to the first time.”

Our clients say

What I like most about working with the accountants and consultants at Plante Moran is the quality of people, and the quality of work they provide. The expertise and diverse knowledge, capabilities, and skill sets at Plante Moran allow them to solve any problem, diffusing complicated matters and presenting practical answers and real-life solutions. I appreciate the continuity in staff we have with Plante Moran. We’re able to work with the same people, year after year, and that really helps to build trust. I trust the accountants and consultants we work with, and I trust their advice. There’s a comfort level there – where we’re able to talk to anyone at the firm, about any issue, from tax, to audit, to general consulting.

Joseph V. Lordon, CPA Vice President, Chief Financial Officer, SmithGroup JJR

Professionals discussing accounting solutions
2 min read
Accounting department assessment
An accounting department assessment improves GAAP compliance, timeliness and accuracy of financial reporting, and the burden of the accounting team for a rapidly growing professional services company.
Kevin DeAutremont
Case Study May 21, 2019 2 min read
Image of two people shaking hands
1 min read
Business model transformation

A leading telecommunications research company successfully transitions a service entity, captures new growth opportunities, reduces costs, and stays ahead of customer needs.

Case Study June 1, 2017 1 min read

How can we help your business?

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