Professional Service

Professional Service

The world of professional services is evolving.
And the world of finance is evolving with it.

Your industry is on fast-forward. In today’s world, your business is growing, the landscape is
overcrowding, and the rate-of-change is accelerating. Meanwhile, things like tax liability, compliance,
and cash-flow management are as critical as ever.

We live in the future of the service industry.
To succeed, you need more than the accounting firm of the past.

To succeed, you need the future of financial leadership

Creative Partners Bold Innovators Business Leaders

At Klein Hall, we understand the speed and the dynamic nature of the service industry.

In this world, you don’t need a “sit-back-and-react” follower.
You need a creative partner. A bold innovator. A business leader. You need a Financial Futurist..

As Financial Futurists, we go beyond the traditional role of an
accountant to provide complete financial leadership.

We’ve partnered with service businesses of all sizes to help manage their day-to-day
operations and prepare for their financial future.

Comprehensive Financial Advisory & Accounting Services

From long-term strategy to real-time analysis, we help you navigate the dynamic challenges
of today’s financial universe and achieve your vision of tomorrow.


We prepare your business for the future
with cash-flow analysis, financial forecasts,
budgeting projections, and succession planning.

We strengthen your business by mitigating
taxes, improving cash flow, and evaluating &
implementing internal control systems.

We provide consulting/advisory services on financial, regulatory, and management issues.

We identify, measure, and monitor critical
success factors
on a real-time basis.

We manage bookkeeping and payroll
processing
, while developing key financial
statements to ensure you’re making timely
business decisions.

We help you navigate critical
business junctures
like mergers &
acquisitions and “lease vs. buy” decisions.

We create fully customized financial statements tailored to the needs of your business.

Innovative Solutions

We bring state-of-the-art technology and innovate solutions to your business,
giving you a competitive edge in the financial world.


We provide outsourced accounting and bookkeeping solutions via Klein Hall CFO. Learn More

We integrate and support Intacct cloud-based accounting software. Discover Intacct

If you’re using Quickbooks, we can setup your accounting software, train your staff, work with you to customize reports, and review your file regularly
to ensure your records are accurate. QuickBooks

Fraud Prevention & Investigation


Fraud is part of our world, but it doesn’t have to be part of yours.
Our team of fraud specialists investigates fraudulent activity and helps
you prevent it from ever happening. Learn More

How to Master Your Small-Business Tax Credits in 2019