Professional Services Firms
Our expertise at GMS Surgent benefits companies just like yours – professional services firms that are ready to take it to the next level. We have partnered with clients to help them become successful through improving systems, workflow, tax planning, and reporting to management and outside parties such as lenders and investors.
GMS Surgent is proactive in identifying opportunities and many of our clients count on us as an essential member of their advisory team, in addition to their financial advisor and attorney. We leverage our knowledge of other companies we serve, as well as our involvement in the service industry, to bring a comprehensive approach to helping our clients beyond the typical audit and tax issues. Our commitment to serve as business and financial advisors to our clients means we are frequently able to suggest alternative approaches or procedures resulting in substantial savings of time, money, or both.
Services most commonly provided include:
GMS Surgent is proactive in identifying opportunities and many of our clients count on us as an essential member of their advisory team, in addition to their financial advisor and attorney. We leverage our knowledge of other companies we serve, as well as our involvement in the service industry, to bring a comprehensive approach to helping our clients beyond the typical audit and tax issues. Our commitment to serve as business and financial advisors to our clients means we are frequently able to suggest alternative approaches or procedures resulting in substantial savings of time, money, or both.
Services most commonly provided include:
- Preparation of management statements suited to practice/owner needs
- Budgeting and profitability analysis
- Overview practice management
- Business succession planning or sale/merger analysis and consulting
- Analysis of expansion through ancillary services
- Capital investment and purchase/lease evaluation
- Tax planning and compliance
- Wealth accumulation for the principals
- Assessment of existing and alternative compensation plans
- Entity and tax structure
- Historic trend analysis
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DEVON OFFICE 
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P: 610.975.9122 |
