Professional Services

Because we work in the same space, we know the unique challenges and opportunities you encounter in the professional services world first-hand. We’re here to provide personalized tax, accounting and advisory solutions that fit your needs, so that you can focus on your clients’ needs and provide an elevated level of service to them.

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

Meet the Team

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 to 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 businesses 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. Our financial planning is tailored to your unique needs, including cash flow and succession planning, to help your company 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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How Can We Help?

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