Industry

Professional Services

To stay ahead, services firms must manage financial strain & think strategically.
Professional Services
What We Do

Strategic Solutions

We know firsthand the challenges and opportunities professional services firms face. We help them find the smartest solutions to their unique tax, accounting, audit and strategic needs.
Consumer Business Consulting
Streamline your operations to achieve better accounting processes in less time
Consumer Business Audit
Leverage reports to access new revenue streams, remove compliance risk and reach growth goals
Marketing Services Digital Serives
Investments in digital transformation keep your business on pace and beyond
Outsourcing Services
Solve daily challenges faced by your finance and HR teams
Technology Risk Assurance
Gain control over regulatory compliance requirements, data risk mitigation and internal controls
Choosing the right technology is essential to move your organization forward
Strategy Recommend
Prepare for future growth as your business evolves and complexity increases
Consumer Business Tax Accounting
Minimize tax exposure by gaining both a clear vision of where to go and how to get there

Beyond the services listed above, Armanino provides professional services firms with recommendations and industry specific best practices on how to best run their business. Our recommended best of breed software solutions are flexible and scalable to support the wide variety of business processes and structural models found within professional services firm. These solutions give your team the ability to run real time reports, manage financials, enable scheduling and provide a full suite of sales, marketing, and customer service tools.

Experts
Fred Bastie - Partner, Tax - Dallas, TX
Partner
Fred serves as our national tax leader of high net worth families.

Dallas, TX
John Cole - Consulting | Armanino
Director
John is a former CEO, COO and CFO who helps clients with their financial, operational and strategic approaches.

El Segundo, CA
Adam Howard - Consulting | Armanino
Director
Adam provides expert witness and consulting services to counsel, corporations, public entities and individuals.

El Segundo, CA
Resources
In-Depth Sales Sourcing Study Saves Research Firm $3M in State Taxes
Case Study
They got refunds in two of three jurisdictions in under a year and created a methodology for future annual tax savings.

November 15, 2021
Blog articles
Article
Understanding common reasons M&A deals fail can help VC and PE investors avoid a similar fate.

July 01, 2021
Managing Liquidity in Risky Markets — 5 Mistakes Investors Make
Article
How do VC and PE investors limit unexpected cash outflows and preserve dry powder?

April 09, 2021
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