Tailored Financial and Advisory Solutions for Professional Services
Your clients trust your expertise — who’s guiding your financials? Adler Ezra & Associates delivers the strategic insight, tax planning, and financial structure professional service firms need to scale profitably, manage cash flow, and stay compliant.
At Adler Ezra & Associates, we support a wide range of service-based businesses — from law firms and consulting agencies to creative studios and engineering firms. In an industry where your people are your product, financial clarity and strategic foresight are key to long-term success.
Whether you’re managing partner compensation, navigating growth, or streamlining billing processes, we act as an extension of your leadership team — helping you build systems that drive profitability, optimize tax outcomes, and support scalable growth.
Our Services for Professional Services Firms
A Proven Process for Driving
Immediate Results
Financial Management and Reporting
Put your numbers to work.
- Project-level profitability and time tracking analysis.
- Budgeting and forecasting by department, partner, or client vertical.
- Monthly reporting packages to support decision-making and cash flow visibility.
Strategize with confidence.
Stay ahead of regulations while maximizing tax efficiency.
- Entity structuring for firms with multiple partners or locations.
- Quarterly tax planning, estimated payments, and K-1 support.
- State and federal compliance for S-corps, LLCs, and LLPs.
Partner Compensation & Equity Planning
Support for evolving leadership structures.
- Profit-sharing models and bonus plan design.
- Capital account tracking and partner distributions.
- Succession and buy-in/out advisory.
Payroll & Operations Support
Simplify your systems.
- Full-service payroll for salaried, hourly, or contractor teams.
- Time tracking and job costing integrations.
- Support with benefits, reimbursements, and compliance.
Advisory and Strategic Planning
Build with precision.
- Growth planning, pricing strategy, and utilization analysis.
- M&A support for acquisitions, mergers, or practice sales.
- Financial modeling for scaling into new markets or service lines.
Industry Insights: Challenges We Address
1. Cash Flow Cycles
Long project timelines and delayed billing can create cash gaps that limit growth.
2. Partner Structures & Equity
Navigating complex compensation models, succession plans, and equity transitions.
3. Overhead & Utilization
Balancing staffing levels, administrative costs, and billable utilization rates.
Why Adler Ezra
& Associates?
Your Trusted Partner in
Professional Services
Specialized Expertise:
We work with law firms, consultants, designers, engineers, agencies, and more — helping them optimize operations and grow smarter.
Tailored Solutions:
From project profitability to partner distributions, everything we do is aligned with your model and goals.
Proactive Approach:
We anticipate compliance risks, industry shifts, and tax law changes — so you're never caught off guard.
Proven Results:
We’ve helped firms expand into new markets, reduce overhead, and build scalable, transferable businesses.
How We’ve Helped Professional Services Firms
Rebuilt the financial model for a growing marketing agency, increasing profit per project by 18%.
Guided a law firm through multi-partner equity restructuring and compensation realignment.
Helped an architecture firm expand into three new states with full tax and payroll compliance.
Let’s Build a Stronger Future for Your Firm
Partner with Adler Ezra & Associates to streamline operations, support your team, and scale your success with financial confidence.
FAQ
1. Do you understand service-based businesses like ours?
Yes — we work with agencies, legal firms, consultancies, and other professional services, providing end-to-end financial support.
2. Can you help with partner compensation or equity planning?
Absolutely. We advise on profit-sharing, capital accounts, and transitions with clarity and fairness.
3. Do you track project or client-level profitability?
Yes — we build custom reporting systems to monitor profitability by client, service line, or partner.
4. Can you manage our payroll and contractor payments?
Yes — we handle full-service payroll, contractor 1099s, benefit deductions, and compliance across all states.
