WHO WE SERVE
We work with a wide range of professional service businesses, including:
Tax planning, compliance, and structuring for growing professional service firms.
Audits, reporting, and assurance support for owners, lenders, and stakeholders.
Professional services accounting focused on cash flow, profitability, forecasting, and growth.
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Professional services accounting helps service-based firms manage tax planning, financial reporting, profitability, partner compensation, and long-term growth strategies.
A professional services CPA understands the financial needs of firms that generate revenue through expertise, billable time, retainers, and client relationships.
Consulting firms, agencies, law firms, design firms, healthcare practices, and many other service businesses benefit from accounting for professional services.
Yes. Greenwood Ohlund provides CFO support to help firms improve margins, forecasting, hiring decisions, and growth planning.
Yes. We assist firms with ownership structures, reporting clarity, succession planning, and strategic decision-making.
AdaptX Partnership & Growth How did AdaptX first begin working with Greenwood Ohlund, and how has the relationship evolved over time? Greenwood Ohlund came to us through a strong recommendation, and from the very first conversation, it was clear why. Brian Vinciguerra put us immediately at ease. He has a deep command of finance and tax, but more importantly, he
When a client of ours began working with our outsourced accounting team, the organization was dealing with a significant accounting cleanup issue. Their point-of-sale system, Zenoti, had not been properly mapped into QuickBooks Online, which caused a substantial amount of duplicated activity, particularly duplicated revenue. Management knew there was a problem, but the accounting records were not reliable enough to
Retirement planning involves more than investments. Learn how tax planning, Roth conversions, RMD management, estate planning, beneficiary strategies, and legacy planning can work together to provide greater flexibility and more choices for your future.
