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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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Related Events

  • 2021 Year-end Webinar Series

    Make sure you’re ready for year-end — join our experts for a two-day virtual experience as they present important year-end updates for tax (individual and business), accounting, audit, and employee benefit plans.

    Webinar November 30, 2021 1 min read Upcoming
    A group of business professionals having a meeting around a round table with one of them standing and speaking.

Professional Services Thought Leadership

  • House passes Build Back Better Act, attention turns to Senate for further negotiations
    On November 19, the House passed the Build Back Better Act, which is now heading to the Senate for further consideration. This concludes a lengthy period of deliberation in the House and is a significant milestone in the legislative process.
    Stephen Eckert Jennifer Keegan Michael Monaghan Kurt Piwko
    Article November 19, 2021 5 min read
    Person at government building
  • Infrastructure Act accelerates expiration of employee retention credit
    The employee retention credit (ERC) helped businesses meet pandemic payrolls, but its initial conflict with other programs and multiple modifications confused potential beneficiaries. Though it’s expiring as of September 2021, some employers should consider a retroactive claim.
    Amy Forester Ginger Powell
    Article November 11, 2021 3 min read
    Adult using laptop
  • Infrastructure Act completed as Build Back Better Act negotiations continue

    On November 5, the House passed the Infrastructure Investment and Jobs Act. Negotiations over the Build Back Better Act (BBBA) continue in the House, but new details about expected tax changes have emerged. Our tax experts discuss.

    Stephen Eckert Michael Monaghan Kurt Piwko Jennifer Keegan
    Article November 9, 2021 32 min read
    Two business professional walking and smiling.
  • Timing is everything: Revisiting accounting methods in a changing tax landscape

    With year-end in sight, it’s time for taxpayers to review their current year tax strategy, plan for future tax year projections, and make sure their accounting methods and elections are in line with their tax goals and year-end projections. 

    Stephen Eckert Caitlin Slezak Jennifer Keegan
    Article November 9, 2021 4 min read
    Business professionals having a meeting in a conference room.

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.

Woman working on a computer in engineering and design company's new office space
1 min read
International engineering firm celebrates successful office relocation
Segula Technologies, an international engineering and design firm, was looking for a new space to support its current and future strategic objectives.
Tony Sorgi Plante Moran Cresa
Case Study August 17, 2021 1 min read
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

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 Nevra Kreger, 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