Professional Services

Professional Services

TODAY’S PROFESSIONAL SERVICES INDUSTRY
DEMANDS TOMORROW’S FINANCIAL LEADERSHIP.

You live in the future of the professional services industry. 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 – tax liability, compliance, and cashflow management are as critical as ever.

To succeed, you need more than the accountant of the past. Our team will guide your business into the future with a comprehensive suite of financial leadership services, from level-5 consulting and outsourced solutions to fraud protection and cashflow management.

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.

At Klein Hall, our business advisors, CPAs, outsourced consultants and Certified Fraud Examiners understand today’s professional services industry. We have partnered with professional services companies of every shape and size as they navigate the challenges and opportunities of today’s business world.

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 custom business advisory services via 
Klein Hall CFO, controller ship and accounting services. 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