Professional service firms thrive when they stay focused on serving their clients. Diverting time and resources to accounting, tax compliance, financial reporting, and operational challenges can reduce profitability—and distract from what your firm does best.

DALE’s CPAs and professional advisors help eliminate that burden. We provide tailored accounting, tax, and advisory solutions designed specifically for firms across a wide range of industries, including architecture, law, media and advertising, interior design, healthcare and dental practices, insurance and financial services, and real estate.

Our experienced team works closely with firm leadership to address challenges, enhance profitability, and support long-term growth. DALE can assist with:

• Choice of entity and business structure

• Buy/sell agreements and partner planning

• Tax planning, compliance, credits, and deductions

• Financial statements and assurance needs

• Value enhancement and profitability improvement

• Acquisition support and business valuations

• Access to commercial lending and insurance solutions

Firms that adapt quickly to post-pandemic conditions will lead in the new economy. DALE provides guidance on federal programs, including CARES Act provisions and PPP Loan Forgiveness, helping firms stabilize, grow, and position themselves for the future.

DALE gives professional service firms the insight, tools, and financial foundation they need to stay competitive and thrive.