PROFESSIONAL SERVICES

Strategic Partners for 
People-Centered Businesses

Our team brings deep financial insight and firsthand experience to help service-driven organizations operate efficiently and grow strategically.
Our solutions scale with you, whether you’re a solo advisor or a national practice:
Law Firms
Consulting Firms
Marketing & Advertising Agencies 
Financial Advisory Firms

Solving What Stands in Your Way

From managing client demands to planning for long-term growth, professional services firms face unique challenges. We bring clear, proactive guidance to help you stay ahead.

Cash Flow

Irregular billing and delayed payments can strain operations and stall growth
We create cash management strategies that help smooth out the ups and downs, so you can operate confidently, even when collections are slow.

Capacity

Balancing client delivery with business operations can stretch your team thin
 
We streamline your financial operations and provide strategic clarity—freeing you up to focus on clients and growth.

Profitability

Lacking clarity on which clients and services drive profit can hinder smart decision-making.
We help you track true profitability across different engagements and service lines, giving you clarity on where to focus your valuable time.

Succession

Planning for leadership or ownership transitions requires foresight and a structured approach
We guide you through every stage of succession planning with smart structuring, valuation expertise, and a future-focused lens.

How We Support Firms Like Yours

Tax Planning & Compliance
Audit & Assurance Services
Multi-State Tax Compliance
Cash Flow Forecasting & Budgeting
Succession & Transition Planning
 Entity Structure Optimization
Strategic Advisory & Growth Planning

Expertise You Can Trust

Meet Our

Experts

 

Adam Rasmussen, CPA

Partner
As a seasoned CPA and trusted advisor, Adam brings thoughtful guidance and steady leadership to every client relationship. When he’s not helping professional services firms plan for 
growth or navigate succession, you’ll find him exploring the outdoors with his family or cheering on the Seahawks.
Connect With Adam
We combine technical expertise with industry know-how to help you build a stronger financial future.
Our Team

Let’s Talk About Your Goals