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Firms that adapt faster, emerge stronger. Download our disruption-proofing playbook today.

Firms that adapt faster, emerge stronger. Download our disruption-proofing playbook today.

Firms that adapt faster, emerge stronger. Download our disruption-proofing playbook today.

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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Professional Services Thought Leadership

  • In a remote workforce, cybersecurity should be part of the corporate DNA

    As cybercriminals snatch up opportunities presented by a remote workforce, every organization’s cybersecurity approach should be predictive, not reactive. Plante Moran’s Rajiv Das discusses the key pillars of cybersecurity awareness and responsibility via Entrepreneur

    Rajiv Das
    Article November 24, 2020 5 min read
    Guy working from home on a laptop computer at the kitchen.
  • New guidance clarifies the timing of PPP-related expense deduction disallowance
    The Treasury and IRS have issued long-anticipated guidance on PPP Loans which accelerates the disallowance of PPP-funded expense deductions in 2020 based on a reasonable expectation of loan forgiveness.
    Stephen Eckert Brett Bissonnette Kurt Piwko Michael Monaghan
    Article November 20, 2020 7 min read
    Outside of a building with large columns
  • Tax accounting methods: Income and expense planning in uncertain times

    Accounting methods determine when income and expenses are recognized for tax purposes. With year-end approaching, now is the time to review your tax accounting methods and make sure they’re helping you achieve your business’s goals.

    Caitlin Slezak Emily Murphy Kurt Piwko
    Article November 19, 2020 7 min read
    Businessman smiling while using a tablet handheld device.
  • The basics of cost segregation
    Many owners of income-producing real estate are unaware that they can maximize the tax savings on their investments with an IRS-approved project called a cost segregation study. Are you one of them?
    Jonathan Winterkorn Lawrence Knutson Jeremy Sompels
    Video November 18, 2020 3 min watch
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Our clients say

Our experience with Plante Moran has always been very positive. They provide a multitude of services that meet our needs, including our annual review, AUP report for FAR, benefit plan audits, and our tax returns. When we bought a building a few years ago, I mentioned it in a call with our engagement partner, and she suggested we utilize a cost segregation study. I didn’t know that was possible, so having a consistent engagement partner and manager who understand our company and what we’re working on is very valuable.

Jackie Roehl Chief Financial Officer, NTH Consultants, Ltd.

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
Cyber case study
1 min read
SOC 1 and SOC 2 compliance confirms tech company’s data security
Technology provider assures multiple owners and large customer base of data security with SOC 1 and SOC 2 compliance
Sarah Pavelek
Case Study September 26, 2018 1 min read

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.”

How can we help your business?

Contact us or submit an RFP