Skip to Content

Professional Services

Plante Moran Logo

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.

SHOW MORE

COVID-19 resource center

Professional working in dark corner.
60 min watch
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
Optimizing tax accounting methods in challenging times
Stephen Eckert
Webinar August 5, 2020 60 min watch Upcoming
Dealing with business debt during challenging times
Stephen Eckert
Webinar July 22, 2020 60 min watch Upcoming
Not-for-profit board and leadership considerations post-COVID-19
Jennifer Culotta
Webinar July 21, 2020 60 min watch Upcoming

Related Events

  • Maximizing cash flow through COVID-19 tax planning

    As organizations and individuals look to accumulate and preserve cash, we’ll provide tax-planning strategies that maximize cash flow. Our tax experts will show you how in this webinar.

    Stephen Eckert Brett Bissonnette Josh Bemis Rebecca Smart
    Webinar July 8, 2020 60 min watch Upcoming
    Close-up photo of hands opening a letter and holding a check.
  • 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 July 22, 2020 60 min watch Upcoming
    A frustrated employee working from home with his head down on the desk.
  • 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
    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.

Professional Services Thought Leadership

  • Successfully navigating a downturn: Understanding cost and margin performance
    The decisions you make in the next few months could make or break your business. Accurate cost and margin data can help your business survive.
    Ken Julien
    Article June 25, 2020 3 min read
    Man sitting at his desk, typing on is laptop and wearing a headset
  • Professional services playbook: Adapt today, thrive tomorrow

    Even before COVID-19 shut down the economy, the professional services industry was undergoing a transformation. Here’s what you need to know to adapt to change, be better prepared for what’s next, and get ahead of the competition. 

    Nevra Kreger Dave Herrington Kevin Flattery
    Article June 25, 2020 10 min read
    Younger businesswoman sitting at a table using a laptop computer.
  • Tax strategies for adapting to challenging times

    Adapting to the challenges posed by the COVID-19 pandemic and its economic impact has been difficult, to say the least. During this webinar, our tax experts discuss practical tax planning strategies, with a focus on concrete action steps.

    Stephen Eckert Kurt Piwko
    Webinar June 24, 2020 60 min watch
    Young business professional sitting at a work table using a laptop computer.
  • Professional services: Planning your firm’s post-COVID-19 future

    The COVID-19 crisis is creating serious challenges for professional services firms, including gaps in IT infrastructure, liquidity problems, and planning a firm of the future in an uncertain world. Here are our top considerations to survive and emerge stronger.

    Kevin Flattery Nevra Kreger Ryan Mollen Plante Moran Cresa Kimberly Pierce
    Article June 18, 2020 4 min read
    Young businesswoman leaning over a table using a laptop computer.

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?

Submit an RFP