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Professional Service Firms

You became a professional to serve your clients. We became professionals to serve you.

The professional at CostaRothbort have counted professional service firms and sole practitioners among our clients for over 25 years. With an inherent understanding of the issues and challenges that our professional colleagues face, our goal is to emphasize cost containment, operational efficiency and strategic planning in each firm’s day-to-day operations and long-term practice management.

We specialize in assisting professional firms in achieving improved financial results and confidence that tax and financial matters are properly addressed. Our business expertise results in timely, practical solutions and a level of responsiveness that each professional expects and deserves.

We go beyond traditional accounting to provide consultation and advisement on areas that range from business valuations to mergers and acquisitions to personal financial and retirement planning to computer systems.

Our services to Professional Service Firms include:

• Audits, Reviews And Compilations Of Financial Statements
• Benchmarking Analysis
• Bonding Advisory Services
• Business Valuations
• Cash Flow Analysis
• CFO/Controller Services
• Internal Controls and Reporting
• Job Estimating and Costing
• Operational Reviews and Assessments
• Overhead Rates and Allocations
• Selection and Implementation of Accounting Software
• Succession Planning
• Strategic Planning
• Tax Planning and Analysis

Tax Planning and Preparation

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We are your complete tax planning and preparation resource. Minimizing your tax liability is our main objective and that begins with consistent planning.

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Accounting and Bookkeeping

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When providing business accounting and bookkeeping services, one of our primary goals is for our clients to have timely and accurate accounting records.

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Business Consulting & Advisory Services

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When encountering business challenges, the perspective
of someone who knows
your business and
industry
is invaluable.

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Wealth Management
Services

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CostaRothbort provides
wealth management to
our clientele
through consulting
and advanced planning services.

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Litigation Support &
Forensic Accounting

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Corporate disputes, misappropriation of
assets, and fraud are
unfortunately
a part of today’s business environment.

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