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Professional Services

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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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COVID-19 resource center

Professional working in dark corner.
60 min watch
Dealing with business debt during challenging times

Business debt can play both positive and negative roles during trying times. Our experts will discuss bad debts, COD income and debt renegotiations, the interest expense limitation, and bankruptcy.

Stephen Eckert
Webinar September 1, 2020 60 min watch Upcoming
Rethinking business and transaction structures during COVID-19
Stephen Eckert
Webinar August 18, 2020 60 min watch Upcoming
AM&AA Summer Virtual Conference
Event August 5, 2020 1 min read Upcoming
Optimizing tax accounting methods in challenging times
Stephen Eckert
Webinar August 5, 2020 60 min watch Upcoming

Related Events

  • Optimizing tax accounting methods in challenging times

    Accounting methods are a valuable — but often overlooked — tool for managing tax cash flow, which is even more valuable during times of economic uncertainty. Join our webinar to make sure you’re optimizing your accounting methods.

    Stephen Eckert Emily Murphy Kate Oliver
    Webinar August 5, 2020 60 min watch Upcoming
    Middle-aged woman sitting at table reviewing tax documents.
  • Rethinking business and transaction structures during COVID-19

    Explaining longer-term tax planning strategies, our tax experts focus on business entities, operations, and transaction planning. We help you find and implement the best strategy to help you attain your business goals, as well as how to implement it.

    Stephen Eckert
    Webinar August 18, 2020 60 min watch Upcoming
    Young business woman writing on post-it notes stuck to a glass window.
  • Dealing with business debt during challenging times

    Business debt can play both positive and negative roles during trying times. Our experts will discuss bad debts, COD income and debt renegotiations, the interest expense limitation, and bankruptcy.

    Stephen Eckert
    Webinar September 1, 2020 60 min watch Upcoming
    A frustrated employee working from home with his head down on the desk.

Professional Services Thought Leadership

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?

Contact us or submit an RFP