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Professional Services

As professional service firms face increasing complexity, having a trusted partner for tax, audit, and advisory solutions is essential. At PBMares, we provide tailored support to help firms like yours navigate challenges and seize opportunities. From audits, reviews, and compilations to ensure financial accuracy and compliance, to business tax planning that optimizes strategies across state, local, and international levels, we deliver the expertise you need to build a strong foundation.

Our advisory services go beyond compliance to drive growth and resilience. Whether it’s financial forecasting to model revenue and cash flow, internal controls to protect revenue, succession planning to preserve your legacy, or business advisory solutions to drive growth and resilience, firms like yours are empowered to make informed decisions with confidence and focus on what you do best: deliver exceptional value to your clients and customers.

WHO WE SERVE

  • Advertising and PR Agencies
  • Architectural Firms
  • Computer Systems Design Companies
  • Consulting Service Providers
  • Data Centers
  • Engineering Firms
  • Law Firms
  • Technology Providers
  • Research and Development
  • Software Companies

Contact Us

Professional Services

 Audit & Assurance

Uphold high standards for transparency and performance to reinforce compliance, accountability, and trust.

Business Tax Planning

Proactively manage tax obligations with strategies that reduce risk, improve liquidity, and support reinvestment in care delivery.

Business Valuations

Understand what your business is worth for planning, sales, or succession.

Cybersecurity Risk

Safeguard patient information and healthcare systems by addressing cyber threats before they escalate.

Employee Benefit Plans

Plan, design, and administer the right retirement plan to invest in your team’s future or ensure compliance with audit and assurance requirements for your existing plan.

Internal Controls

Reinforce controls to improve efficiency, reduce fraud risk, and ensure compliance.

Outsourced Accounting

Lean on us for support from back office functions to CFO-level strategy.

Process Optimization

Streamline workflows to reduce inefficiencies, improve patient throughput, and free up resources for higher-value care.

Succession Planning

Implement integrated planning to help grow, protect, and transition wealth into a lasting legacy.

“Responsive and helpful. My calls and emails are ALWAYS answered immediately or within 24 hours. If they need more time, they will acknowledge my question and give a realistic timeframe based on their current deadlines. They are specific about these conflicting deadlines and therefore it doesn’t sound like I’m being pushed off. This goes for multiple PBMares team members that I contact regularly. I feel confident that I will get the answers or assistance needed when I reach out to PBMares.”

 

~ Hanbury Evans Wright Vlattas & Company
Real Feedback. Real People.

“I have always received great advice and timely responses to my questions.”

 

 

~ Cullipher Group Inc
Real Feedback. Real People.
client loyalty benchmark

APPROACH TO CLIENT SERVICE

What can you expect from our Professional Services team?

  • 81% of Professional Services clients would recommend PBMares to a friend or colleague.
  • Clients comment on high-quality work and the team’s proactive approach to service.
  • Working with our Not-for-Profit team, you’ll get a disciplined approach to delivering high-quality work with process and precision.

Professional Services Industry Outlook

The professional services industry is at a pivotal moment. Success will be defined by the ability to embrace technology, cultivate specialized expertise, and adapt to changing client expectations.

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Recent Insights

Meet the Team

Daniel Haynes

Daniel Haynes

CPA, CFE, CFF
Partner, Audit & Assurance Service Line Leader
Fredericksburg