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Professional Service Firms

The core of a successful professional service firm is exceptional management. Weiner LLC is committed to assisting professional organizations in navigating the complexities of efficient and profitable management. We provide strategic and business services to a wide range of professionals including medical and dental practices, attorneys and architects. We specialize in serving the unique needs of professional services firms, by providing a wide range of accounting, tax and profitability consulting services in the following areas:

Accounting, Assurance and Tax Services

  • Compilations, Reviews and Audited Financial Statements
  • Monthly Financial Reporting and Analysis
  • Financial Forecasts and Projections
  • Tax Planning and Compliance
  • Representation before IRS, State and Local Authorities

Consulting and Advisory Services

  • Formation Issues and Entity Selection
  • Compensation Planning
  • Employee Benefit Plans
  • Accounting System Design
  • Business Plans
  • Assistance in Obtaining Financing
  • Business Acquisitions, Sales and Mergers
  • Cash Flow Analysis
  • Strategic Planning
  • Business Valuations
  • Benchmarking and Industry Analysis
  • Personal Financial Planning for Owners
  • Estate and Gift Tax Planning

Focus on Industry Issues

  • Partner/Owner Compensation
  • Buy-Sell Partnership and Shareholder Agreements
  • Employment Contracts
  • Employee Benefits