Professional services firms require precise financial oversight, efficient billing, and strategic tax planning to remain competitive and profitable. At Atherton & Associates, we respect the traditional values of trust and professionalism while embracing innovative solutions to streamline your operations.
We provide expert guidance tailored to your field—whether legal, consulting, or other services—using advanced financial tools to improve cash flow management, project costing, and tax strategies. Our goal is to help you grow your practice with confidence and clarity.
Key Services for Professional Services
- Billing and revenue management
- Project costing and profitability analysis
- Tax planning and compliance
- Cash flow and budgeting
- Benefits administration
- Financial statement preparation
- Strategic growth planning
- Fair valuations for partner buy-ins, buy-outs, and succession planning
- We advise firms subject to federal procurement or grant compliance under Uniform Guidance, including updates made through the 2024 OMB reforms.
Is your professional services firm set up for sustainable growth? Let’s craft a financial strategy that works for you.