Professional Service Firms

All of us have something in common – most of our energies are devoted to providing the best possible service to our clients. With service being the foundation of our business at Davis, Monk & Company, we understand that your financial needs can get complicated and are often prioritized behind client work. We can help watch over your finances so that you can focus on your clients.

For almost three decades we have served professional service firms across North Florida, including architectural, engineering and law firms, medical practices, financial institutions and insurance agencies. Our Professional Service Team will seek to understand your firm's needs before proposing solutions. We'll develop a personalized, results-oriented work plan to help you achieve your desired objectives, now and in the future.

Profit Maximization

• Financial planning and budgeting
• Cash flow management
• Cost containment and profitability analysis
• Employee benefit plans

• Succession and ownership transfer planning

Accounting and Auditing

• Audits, review and compilations
• Preparation of financial statements

• Design and implementation of accounting systems

Tax and Personal Financial Planning

• Tax planning for individuals, partnerships, professional corporations and limited liability companies
• Compliance filings
• IRS representation

• Exit/retirement planning strategies

Litigation Support

• Business valuations
• Forensic accounting issues
• Mediation
• Expert witness testimony
• Collection, interpretation and evaluation of financial data
• Document organization and management

• Bankruptcy and reorganization plans

Technology Consulting

• Local area network design and implementation
• Accounting software installation, set-up and support

For more information about these services, please contact Frank Walters fwalters@davismonk.com, John Rowe jrowe@davismonk.com or Louise Anderson landerson@davismonk.com