Professional Services

Our Expertise

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.

    On-target solutions scaled to your needs

    For nearly 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:
    Is your current audit providing actionable ideas to improve your accounting procedures and internal controls? We’re the sixth largest benefit plan auditor in the nation and have experience and expertise identifying and resolving all types of plans, as well as audit, reporting, revenue recognition, and disclosure issues. Our audit will be thorough and complete, addressing all issues, but we go beyond simple compliance, providing the insights you need to balance risk, value, and cost.
    Is your client data as safe as it can be? Our methodology addresses everything from risk assessments, prevention tactics, and recovery plans to the full development of response procedures and security policies. We look at your entire cybersecurity structure — the people, processes, and technologies — to help your organization mitigate risk.
    Data strategy
    Is a bad strategy failing your good data? If your firm has attempted data-wrangling in the past and wound up with little more than a big bill, maybe all you were missing was a strategy, including defined processes and people. We’ll help you develop a comprehensive strategy so you can focus on the information that matters, rather than drowning in a sea of data.
    Government contractor solutions
    Our tailored services for government contractors include government compliance audits, indirect rate audits, pre-award surveys, and traditional financial statement audits as well as full tax services. We can also advise on issues including Federal Acquisition Regulations (FAR), Cost Accounting Standards (CAS), indirect rate cost structures, and incurred cost submissions and provisional rates.
    Real estate strategy
    Are you looking to expand or simply want to optimize your tax position? From site selection and development, to state, local, and international tax guidance, we’ll help ensure your growth is profitable and sustainable.
    Risk management
    Do you have a proactive risk management plan? We’ll help you prepare for and respond to risks that impact your organization every day. Whether you need help assessing your internal controls or improving your reporting model, we can help. Our services cover everything from risk consulting, to process design and implementation to help you achieve operational excellence.
    Succession planning
    What are you doing to develop your future leaders? We’ll help you discover your next generation of leaders and develop a leadership pipeline, including identifying what skills those future leaders need to deepen, expand, or develop. And to help bridge the business with the personal, Plante Moran Financial Advisors’ team of wealth management advisors, estate planning experts, and tax consultants can help you develop a personal finance strategy that helps bring maximum results for your business and family.
    Talent and compensation
    We’ll help optimize performance by proactively addressing the people side of the business. We provide a culture assessment where we’ll evaluate your current state, identify your desired culture, metrics, and key strengths, and develop practical action steps to realign your talent strategy with your organizational goals. We can also help design and implement compensation structures that are competitive for your industry so you attract — and retain — top talent.
    Are you optimizing your tax position, or need guidance with SALT or international tax compliance? We’ll keep you up to date on the latest in tax reform, including the qualified business income deduction (QBID), as well as the parking tax and changes to meal and entertainment deductions. As you look to grow and expand, we can also help with tax structuring so you’re not leaving money on the table.
    Transaction advisory
    Are you considering selling to a private equity firm or acquiring organizations yourself? From pre-LOI due diligence, through merger and acquisition integration, we have the depth and breadth of experience to help you make the best decisions for your organization and your people.

    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 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 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.”

    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.