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COVID-19: How do your business recovery plans measure up? Take our assessments.

COVID-19: How do your business recovery plans measure up? Take our assessments.

COVID-19: How do your business recovery plans measure up? Take our assessments.

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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COVID-19 resource center

Professional working in dark corner
6 min read
Operating amid COVID-19: A CFO’s checklist for a zero-to-sixty ramp-up

The indefinite pause on operations due to the COVID-19 pandemic is projected to end as abruptly as it began. CFOs need to define the blurred lines between “plan” and “act” — and soon. Our business readiness checklist can help.

Jon Wood
Article May 21, 2020 6 min read
COVID-19: Your guide to ramping up or restarting operations
Daron Gifford
Article April 30, 2020 10 min read
Paycheck Protection Program: Loan forgiveness application
Kellie Ray
Article May 19, 2020 3 min read
What investors want to know now: A way forward
Jim Baird Wealth Management
Webinar June 9, 2020 60 min watch Upcoming

Professional Services Thought Leadership

  • Paycheck Protection Program and strategies for forgiveness: Your frequently asked questions

    Questions about the Paycheck Protection Program? From certification to determining full-time employees to how benefits count toward the calculation of payroll costs, we’ve answered your burning questions.

    Laura Claeys Shawn Dubinsky Kellie Ray
    Article June 1, 2020 10 min read
    Younger man sitting on couch reading an FAQ about the Paycheck Protection Program.
  • Three tips to manage your end-of-life ERP system
    If your ERP system is reaching end-of-life status, it’s time for you to reassess your needs and evaluate your options.
    Melissa Miller Judy Wright
    Article May 28, 2020 3 min read
    Empty staircase with sunset
  • COVID-19: State and local tax updates
    The legislation around COVID-19 is rapidly bringing changes to the state and local tax scene. Find the updates as of May 26 here.
    Curtis Ruppal Mike Merkel Ron Cook Jeanette Tolar Julie Corrigan
    Article May 26, 2020 87 min read
    Senate seats with chandelier hanging
  • COVID-19 legislation: Analysis of recent tax changes and what’s next

    It’s been weeks since the last enactment of COVID-19-related tax legislation, so questions are being raised about what might be next. While it’s difficult to predict, an analysis of recent tax changes and a current bill in the House offer some insight.

    Stephen Eckert Michael Monaghan Kurt Piwko Brett Bissonnette Josh Bemis
    Article May 21, 2020 7 min read
    Elderly woman standing next to a wall of plants smiling.

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

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

How can we help your business?

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