Professional Services

As a professional services firm, you want to minimize your tax liability, improve profitability, and increase cash flow on behalf of your organization and the owners. You also want to ensure you are in compliance with state and federal laws and regulations and be prepared to eventually transition the ownership of your business. That’s where Lumsden McCormick can help.

Helping You Achieve Your Financial Goals

With extensive experience serving medical and dental practices, attorneys, engineering and architecture firms, creative agencies, insurance brokers, and other professional service businesses, we provide innovative approaches that help you minimize taxes, improve operations, and increase profitability.  

Being a fellow professional services provider means we understand the needs of organizations like yours. We listen carefully to your need and assist with everything from traditional assurance and tax services to one-time consulting engagements to ongoing arrangements where we work side-by-side to collaborate with your internal accountants or office managers.

Our services to professional service organizations include:

Audit and Assurance Services

Tax Services

Consulting Services

Firm Resources

For more information about our accounting and consulting services for professional services companies, contact a service leader or complete the form below.

Services Leaders

Sherry DelleBovi

Sherry L. DelleBovi, CPA

Douglas Muth

Douglas C. Muth, CPA


Upcoming Events

Past Event - Slides Available: 2019 Exempt Organizations Conference

PAST EVENT - SLIDE DECKS AVAILABLE - 2019 Exempt Organizations Conference

View the slide deck from the Lumsden McCormick 25th Annual Exempt Organizations Conference held on November 22, 2019.

Learn More
AuditWatch University Level 6

AuditWatch University Level 6

December 01, 2020

AuditWatch University Level 6: Developing the Executive Within develops individuals who consistently interact and manage at the executive level.

Learn More

Comprehensive. Proactive. Accessible.
How Can We Help?