Accounting and Advisory Solutions for Professional Firms

Helping Professional Practices Strengthen Operations, Improve Profitability, and Plan for the Future

We Understand Professional Firms

Professional firms operate in a world of compliance, precision, and client expectations. Whether you run a law firm, medical practice, consulting firm, or financial services business, your financial needs are complex and require specialized support.

From managing trust accounts and payroll to planning for taxes, partner compensation, and long‑term growth, the right financial strategy can help your firm operate with confidence and stability.

Packages

Monthly fees
starting at		 Tax Only
$250		 Silver
$500		 Gold
$750		 Legacy
$2000
Tax returns preparation
Bi-annual meetings		 Included Included Included Included
Tax Projection* Included Included Included Included
Entity selection - reasonable
comp for S-corp shareholder,
C-corp advantages		 Included Included Included Included
Monthly bookkeeping &
reporting		 Included Included Included
Dedicated Team for
your industry		 Included Included Included
Multi-state and/or
Foreign reporting		 Included Included Included
Payroll forms included* Included Included
Personal financial
planning		 Included
Coordinate with your
attorney		 Included
Succession & estate
planning		 Included
IRS representation - IRS
correspondence & audit
protection (up to 10 hrs)		 Included
Tax Only $250
Included Tax returns preparation
Bi-annual meetings
Included Tax Projection*
Included Entity selection - reasonable comp for S-corp shareholder, C-corp advantages
Silver $500
Included Tax returns preparation
Bi-annual meetings
Included Tax Projection*
Included Entity selection - reasonable comp for S-corp shareholder, C-corp advantages
Included Monthly bookkeeping & reporting
Included Dedicated Team for your industry
Included Multi-state and/or Foreign reporting
Gold $750
Included Tax returns preparation
Bi-annual meetings
Included Tax Projection*
Included Entity selection - reasonable comp for S-corp shareholder, C-corp advantages
Included Monthly bookkeeping & reporting
Included Dedicated Team for your industry
Included Multi-state and/or Foreign reporting
Included Payroll forms included*
Legacy $2000
Included Tax returns preparation
Bi-annual meetings
Included Tax Projection*
Included Entity selection - reasonable comp for S-corp shareholder, C-corp advantages
Included Monthly bookkeeping & reporting
Included Dedicated Team for your industry
Included Multi-state and/or Foreign reporting
Included Payroll forms included*
Included Personal financial planning
Included Coordinate with your attorney
Included Succession & estate planning
Included IRS representation - IRS correspondence & audit protection (up to 10 hrs)

Why Professional Firms

Choose Hensley CPA Firm, PA

Core Services

  • Bookkeeping and Financial Reporting
  • Trust account compliance support
  • Monthly and quarterly financial statements
  • Cash flow visibility and forecasting
  • QuickBooks setup tailored to professional workflows
  • Tax Planning and Preparation
  • Strategic planning for professional income
  • Quarterly estimated tax calculations
  • Review of past returns for missed opportunities
  • Support for IRS notices and audits
  • Entity Formation and Structure
  • Guidance on PLLCs, S‑corps, and multi‑owner entities
  • Entity setup and maintenance
  • Strategies to optimize partner compensation
  • Advisory and Business Strategy
  • Cash flow forecasting and budgeting
  • Profitability and partner compensation planning
  • Financial planning for growth and succession
  • Year‑round collaboration with your leadership team

Specialized Professional Firm Benefits

  • Support for multi‑owner structures
  • Retirement and benefits planning for partners
  • Guidance on hiring, expansion, and operational efficiency
  • Tax strategies that support sustainable firm growth

Ready to feel confident about your finances?

Book a consultation