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Professional Service Providers

Professional Service Provider Accounting Solutions

CPAs, architects, engineers, doctors, dentists, attorneys, financial planners and all other professional service providers share similar traits. We service clients for a calculated fee, manage personnel, procure equipment and operate an office custom tailored for our needs.

PDR has been running a successful professional service firm for over 40 years and advising hundreds of professional service providers on all aspects of their business. We share the same entrepreneurial passion and goal of being among the best in our respective professions. Let us help you achieve your goals.

PDR CPAs + Advisors Professional Service Provider Solutions:

Audit and Assurance

  • Financial statement audits, reviews and compilations
  • Financial forecasts and projections
  • Internal control review and design
  • Due diligence on acquisitions
  • Agreed upon procedures

Tax Planning and Compliance

  • Corporate and partnership tax return preparation
  • Multi state tax preparation (SALT)
  • Local property tax preparation and consulting
  • Tax projections and strategic tax planning
  • Cost segregation studies
  • Research and analysis of federal and state tax credits

Consulting

  • Entity selection and ownership structure
  • Business plan preparation and projections
  • Profitability analysis and cash flow forecasting
  • Owner admission and withdrawal
  • Compensation and bonus plans
  • Owner dispute resolution
  • Succession planning
  • Retirement plan consulting
  • Merger and acquisition advisory services
  • Bank financing and projections
Interested in our services?

At PDR CPAs, we leverage our 40+ years of industry expertise to help you keep your finances strong and your business moving forward.

Let’s Talk