As a professional services firm, BeachFleischman's team of experts understands firsthand the needs of this industry and the constantly changing challenges business owners face. Our financial and professional services industry specialists offer accounting, auditing, tax, and consulting services to attorneys, insurance brokers, architects, engineers and financial service firms. Our portfolio of customized solutions and industry expertise enables us to tailor our services to meet your firm's unique needs. This, in turn, allows you to focus on what you do best, running your business and servicing your clients.
We offer the following services which are specifically tailored to professional services firms:
- Financial statement audits, reviews, and compilations
- Income Tax Planning and Preparation
- Operation Reviews
- Due Diligence and Business Valuations for the Acquisition or Sale of a Business
- Succession Planning
- Internal Control Evaluations
- Cash Flow and Comprehensive Performance Analyses
- Design and Implementation of Partnership and Shareholder Agreements
- Deferred Compensation Plans
- Expense Analysis
- Compensation Analysis
To keep current with topics and trends, we are actively involved in professional organizations such as the Pima County Real Estate Research Council and the Tucson Tax Study Group.
Financial & Professional Services Updates
Amid the COVID-19 pandemic, many employers are looking for tax-advantaged ways to help their employees with additional expenses incurred as a result of the pandemic. Section 139 of the Internal Revenue Code provides the answer. On March 13, 2020, President Trump declared COVID-19 a national disaster under the Robert T. Stafford Disaster Relief and Emergency[ … ]
BOK Financial completed its acquisition of CoBiz Financial, Inc. in late 2018, essentially creating a major footprint to expand financial services market share in both Arizona and Colorado. CFOs are taking on more duties in technology, human resources and operations (beyond traditional financial roles) in order to understand key performance indicators and the firm’s unique[ … ]
The 2018 Arizona CFO Spotlight Survey attracted respondents from a number of industries in Phoenix and Tucson. We will highlight the financial & professional services segment here in terms of growth, risk factors, strengths and trends. For the second year, financial and professional CFOs contributed to the Survey. Firms and agencies are mid-sized with regard[ … ]
Contact our Financial/Professional Services Team
BeachFleischman CPAs has offices in Phoenix and Tucson Arizona (AZ) and can serve companies throughout the U.S. with financial/professional services needs. If you are interested in learning more about how BeachFleischman’s professionals can assist you, please contact us by filling out the submission form below.