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

AuditWatch University Level 3

AuditWatch University Level 3

May 23, 2020

AuditWatch University Level 3: Beginning In-Charge Training prepares auditors to take in-field responsibility for an audit engagement. It mixes discussion with case studies to provide an in-depth look at designing and completing the key steps in an audit.

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AuditWatch University Level 2

AuditWatch University Level 2

May 23, 2020

AuditWatch Level 2: Experience Staff Training introduces auditors to the complete audit process and plan. It focuses on ways for staff and senior accountants to significantly participate in the risk assessment procedures, including efforts surrounding internal controls.

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Comprehensive. Proactive. Accessible.
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