Professional Services 2019-07-30T21:30:15+00:00

Service Firm Tax Solutions

Focusing on your financial needs so you can focus on your clients

As a professional services firm, we understand that time is money. Competition is high and customers are constantly looking for the best service at the most reasonable price. When you have to deal with tax, accounting, IT, or other functions that are not your main business focus, you spend resources that could be going toward attracting new clients and serving existing ones.

Stratagem serves professional service firms in industries such as law, engineering, public relations and advertising, management, and consulting, among many others. Our dedicated team of professionals have comprehensive experience across many industries in the areas of tax, accounting, audit, and consulting. We can craft a package of services that is right for your needs, including as much or as little support and advising as you need so you can focus on doing what you love. Let Stratagem’s expert professionals bring you confidence and peace of mind regarding your financial and technology needs.

Our services for professional service firms include:

Tax ServicesOur experienced tax experts take a proactive approach in getting the most out of your tax benefits and will help you strategize in planning for the future. Our services include:

  • Tax returns- Preparing individual and corporate tax returns including multistate return preparation and implications
  • Year-end and interim tax projection analysis
    • Cash management strategies
    • Tax planning and preparation services
    • Compensation planning, including retirement plans
    • Succession planning
    • Sale of business and mergers and acquisitions planning

Assurance/Audit ServicesWe provide a full range of assurance services and ensure that our engagements are efficient, complete, and accurate. Our services:

  • Overhead rate audits for clients working with government agencies
  • Federal acquisition regulations
  • Management reporting to assist with goal setting
  • Domestic production activities deduction calculation
  • Buy-sell agreements
  • Business valuations

Accounting Services Our accounting team can provide support or assume the role of your internal accounting team to ensure you have accurate and timely financial reporting, including:

  • Monthly bookkeeping data entry
  • Accounts payable and accounts receivable
  • Monthly reconciliations – bank accounts, investment accounts, credit cards etc.
  • Reconciliation of third party software to QuickBooks
  • General ledger review
  • Financial statement preparation
  • Cash flow budgets and forecasting
  • Payroll processing and payroll tax return filing including year-end W-2s
  • Workers’ compensation audits
  • Sales and use tax reporting
  • Annual report filing
  • 1096/1099 & 1098 reporting
  • QuickBooks assistance and training
  • CFO services

IT Services – We share our technology expertise with you, making sure your systems run smoothly and your information is secure and safe from hack. Our team can help with:

  • Technology Consulting Services
    • General technology – hardware, software, and network setup
    • Strategic Technology Planning
    • Technical project management and implementation
    • Current technology assessment
    • Written policies and procedures
    • Security and risk assurance
  • Managed Services
    • 24/7/365 monitoring and maintenance of your systems and servers
    • Disaster recovery and backup for business continuity
    • Expert support, both onsite and virtually
    • Firewall and security management
    • Cloud computing and virtualization
    • Virtual CIO services
  • Enterprise Content Management  (ECM)
    • Sharepoint


Focus Area Detail