Professional Services

Stay true to your focus

Providing professional services adds the complexity of running a business on top of servicing your clients. Our role is to focus on your financial needs to keep your business profitable.

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Our experts partner with a variety of professional service firms, including law, technology and engineering firms, and help create a vision for the future growth of your business through accounting, tax, and business consulting services.

From financial considerations to operational challenges, it can often become difficult to envision a clear path forward. Through valuable tax savings, process improvement solutions, advanced data analytics, cloud-based financial software and more, your firm can keep its focus on the needs of clients with the assurance that your finances are in good order.

R&D Tax Credit

Expert guidance to lower tax liability and increase cash flow.

Process Evaluation & Improvement

Customized solutions to help organizations realize their potential.

Strategic Data Analytics

Harnessing the power of data with customizable solutions.

Sage Intacct

Implementation and support with the leading financial management solution.

Consulting & Advisory

We work closely with clients to help them navigate the constantly changing landscape of today’s world.

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Case Study

Helping a Tech Startup Clear the Way for Exciting Possibilities

phData’s leaders saw an opportunity to better meet their customers’ needs by acquiring another company. The only hitch was no one—at either company—had gone through an acquisition before.

“We knew the acquisition made sense, but we didn’t know the answers to the tax, financial, and HR questions it presented. Our expert team of advisors at Abdo guided us through these and gave us the confidence we needed to move ahead.”

—Mike Cleveland, phData COO

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Want to learn more?

It all starts with a conversation. Reach out today to discuss your needs.

I have had over a 25-year relationship with a number of the partners. I trust everyone at Abdo to help me and my clients on the issues we encounter. I value our partnership!

Daryl McLinden

TMG Consulting LLC

Insights

A behind-the-numbers view of best practices and holistic thinking.

How SBA’s New Quality of Earnings Requirement Will Impact Acquisition Lending

Beginning October 1, 2026, earnings quality will play a larger role in SBA-financed acquisitions. Buyers, sellers, lenders, and advisors who prepare for that reality early should be better positioned for a smoother transaction process.

From Minnesota to Arizona: The story behind Abdo’s Scottsdale office

Although Abdo’s Minnesota roots run deep, we’re proud to have an office in Arizona. In this Q&A, Abdo partner and business advisor Phil Wuollet sheds light on how the office came to be, how the firm supports Arizona clients, and on some of the shifts and shakeups in the local business landscape.

Professional Services expertise

Guiding you to the best way forward

Our industry-specific experience delivers proactive problem-solving for any challenge.

Matt Ringwelski, CPA

Matt helps his clients incorporate best practices like cash flow management, budgeting, and tax planning into their daily operations.