Professional Services

Our Expertise

Adapt and thrive in an evolving industry

Our consulting, tax, and audit expertise for professional services firms can help you navigate our highly competitive industry. Whether you’re challenged with new or changing audit and tax regulations; want to improve your firm’s culture and maximize your talent retention; have technology and cybersecurity concerns; want to expand internationally for new markets or resources; or have been acquired by a private equity group and are transitioning to a more complex operating model, we can help.

We serve more than 1,300 professional services clients globally, including law firms, architecture and engineering firms, marketing and advertising firms, business consulting firms, and government contractors, including aerospace and defense. 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.

    Our Offerings

    For 100 years, we’ve helped our clients identify growth opportunities and solve some of their most complex problems. We’re ready to do the same for you. We’ll help you with:

    Audit and review

    Our compliance experts will help you keep up with the latest accounting standards.
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    Tax compliance and consulting

    We can help you navigate complicated tax compliance issues and plan for tax-saving opportunities.
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    Tax credits and incentives

    From IRA to R&D credits, our experts can help you reduce your tax liability and maximize cash flow.
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    Transaction advisory services

    Our transaction consulting and due diligence advisors help unlock the full value of your deal.
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    Valuation services

    We can help with a formal valuation, due diligence, fairness opinions, and expert witness testimony.
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    International services

    Our global professionals can help you explore new markets, revenue streams, and resources.
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    Corporate real estate strategy

    We can help with site selection, development, and real estate tax guidance for your organization.
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    Risk management

    We’ll help you prepare for and respond to risks that impact your organization every day.
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    Cybersecurity consulting

    Keep your firm safe from cyberattacks. Do you have an incident response plan in place?
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    ESG reporting

    We can help create or refine a comprehensive ESG strategy and report.
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    Succession planning

    A holistic approach and practical strategies to achieve your succession planning goals.
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    Talent attraction and retention

    We can help you develop competitive compensation structures and provide culture assessments.
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    The professional services playbook

    How is your professional services firm responding to a rapidly evolving industry? Our playbook gives you a birds-eye view of several emerging industry trends such as ESG reporting, cybersecurity, M&A strategies, and more. Don’t let outdated technologies, inefficient processes, and exposure to cyberthreats put your firm at risk. Start asking yourself the tough questions, and use these practical insights from our industry experts to help you take your firm into the future.
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    Client Experience

    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 400 dedicated professional services experts to those with specialized expertise in cybersecurity, international expansion, risk management and 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 Crystal Eustis, 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.”

    What’s it like to work with us?

    In this short video, Kevin Flattery, industry leader and partner, touches on our “one-firm firm” model and how it leads to better client service: “We’re going to bring the right individual, with the right experience, at the right time, and the right discipline to find a solution for our client.” Learn what this means to our clients, how we serve them throughout their entire life cycle, and why we consistently earn their trust.

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    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.