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Professional Services

Plante Moran

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

  • Tax diligence and planning: Don’t leave money on the table or risk a deal collapse

    Tax readiness is an often-overlooked aspect of preparing for an exit, yet the consequences can be significant. Why leave money on the table or risk the deal’s collapse?

    Robert Shefferly III Tony Israels
    Article July 19, 2021 4 min read
    A business person with a contract on a desk and a pen in their hand.
  • Q2 2021 National Office Real Estate Market Summary
    While the office sector is still feeling the pandemic’s effects, the future of office real estate is hopeful should tenants return to the office in the second half of the year. Find out more in our report.
    Ron Gantner Plante Moran Cresa Rick Pifer Plante Moran Cresa
    White Paper Q2 2021 10 min read
    Looking up from the ground at office real estate buildings
  • International tax proposals receive clarifications from Treasury
    The Biden administration has forwarded more information to Congress about the proposed international tax changes in its 2022 budget. Here are some highlights.
    Kellie Becker Jessica Wargo
    Article July 2, 2021 10 min read
    Chandelier in government building
  • 2021 midyear business tax planning in an era of change

    Over the past year, we’ve seen a high volume of tax changes, primarily in response to the COVID-19 pandemic. Are you sure your business has taken all the recent changes into account? Join our tax experts to make sure.

    Stephen Eckert Kurt Piwko Caitlin Slezak
    Webinar June 29, 2021 60 min watch
    Businesswoman sitting in front of laptop computer at a desk.

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