Professional Service Firms

We help professional service firms analyze performance through a detailed review of key performance indicators (KPIs). We focus on sales growth and employee utilization and help our clients set budgets and goals to be reviewed on a monthly basis.

We developed a dashboard reporting package to easily analyze company data to make effective and efficient decisions. Employee incentive plans are designed to drive performance and profitability. Tax strategies such as defined benefit retirement plans are implemented to reduce tax liabilities and increase overall wealth.

Case Studies