Ed Lloyd & Associates, PLLC, works with Professional Business Services clients such as law firms, medical practices, technology companies, health related businesses, architects, engineers, insurance agencies, interior designers, advertising agencies, and financial advisors.
We work closely with your firm to improve financial results. As a professional services firm, we understand your unique challenges and issues. We help you focus on key procedures and operating practices to improve cash and paperwork flow with our focused approach, we customize our services to meet the current and long-term goals of your firm.
In addition to the usual tax services and accounting and assurance services you would expect we also can:
- Provide tax planning and reduction alternatives for owners, and tax return preparation
- Plan compensation strategies
- Perform due diligence for buying, acquiring or selling a practice
- Review disability, buy-sell & business interruption insurance
- Develop partner accountability criteria
- Establish effective operating procedures
- Design cash management systems, including strategies to invest excess cash
- Formulate useful & practical budgets to improve profitability
- Develop systems & internal controls to safeguard assets
- Review capital requirements & recommend firm capitalization policies
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Services for Professional
Business Service Providers
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