Professional Services

As an accounting and consulting services firm, we operate within the same dynamic environment as our professional services clients. We understand the unique challenges and opportunities that professional services firms encounter — especially in an economy where maximizing profitability, managing risk, and planning for sustainable growth are more important than ever.

Our connection to the professional services industry allows us to relate to the complex issues firms face. From navigating evolving client expectations to managing internal transitions and adapting to regulatory changes, we recognize the pressures that come with running a successful practice. We tailor our services to meet the specific needs of each professional services organization, maintaining full confidentiality and a personalized approach.

At Whitley Penn, we don’t just serve the professional services sector — we’re part of it. Our collaborative approach, industry-specific experience, and commitment to excellence make us a trusted advisor to professional services firms seeking to elevate performance and drive meaningful results. Let us help you turn today’s challenges into tomorrow’s opportunities. As a proud member of HLB International, a global network of independent advisory and accounting firms, we also bring international reach and cross-border capabilities to support professional services firms with global ambitions.

Who We Serve

  • Finance Companies
  • Insurance Brokerages
  • Investment Agencies
  • Law Firms
  • Architectural Practices
  • Design Firms
  • Marketing and Media Companies
  • Public Relations Firms
  • Real Estate Brokerages
  • Engineering Firms
  • Staffing Agencies
  • Management Consulting Firms

Discover how our professional services help you scale your business, transform your processes, maintain security and compliance, and expand your reach.

Meet the Professional Services Team

Whether you’re a law firm, consulting group, engineering practice, or other service-based business, our goal is to provide professional services that align with your vision. Our top priority is to earn your trust through responsive service and high-quality work that supports your long-term success and positions your professional services firm for continued growth. We stay actively engaged with trends shaping the professional services landscape, enabling us to deliver forward-thinking strategies that help firms remain competitive, agile, and resilient in an ever-changing marketplace. Select a tab below to explore our Professional Services and meet the professionals in charge.

Jeff Lawlis

Audit Partner

We work with you to optimize your operations through detailed audits, identifying improvements to manage risks, enhance controls, and elevate performance.

Contact Jeff
Ashley Kimery

CAAS Partner

We help you stay on top of compliance, avoid penalties, and simplify your financial tasks with robust technology tools and systems. We offer insights and advice specific to professional services to help you spot risks and growth opportunities, empowering you to make smart decisions for lasting success.

Contact Ashley

Justin Wetzler

Tax Partner

We offer comprehensive support for your tax planning needs, from managing federal and state returns to guiding you through industry-specific deductions, payroll taxes, and tax credits. For professional services firm with a global presence, we provide advice on international tax matters to help you optimize your tax situation effectively.

Contact Justin

Shane Miller

WPWealth Partner

We’re here to support you with investment management, retirement planning, tax strategies, estate planning, and risk management. We offer financial planning tailored to the unique needs of a professional services firm, including cash flow and succession planning, to help you manage assets and reach financial goals.

Contact Shane

Meet the Team

Thought Leadership

Select a topic below to view a filtered selection of our latest insights, podcast episodes, on-demand webinars, and more.

We look forward to supporting you

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