Professional Services

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Trusted Guidance for Stronger, Smarter, More Profitable Firms

Optimize profitability, manage cash flow volatility, navigate partner economics, and plan confidently for succession. Our team specializes in helping professional services firms align financial strategy with long-term growth.

How We Help

Balancing client service with managing profitability and cash flow volatility. Partner compensation. Firm growth. After working with professional service firm clients for decades both in the U.S. and Canada, our team has become well-versed in the distinct challenges that you face. Whether you’re a law firm, boutique creative agency, engineering group or consulting practice, you need trusted advisors who understand the business behind the professionals.

At BS&P, we go beyond compliance to help firms strengthen financial operations, optimize profitability, and plan strategically for future growth. Our full-service offering allows us to meet you where you are, from filling in the gaps on monthly reporting and bookkeeping to analyzing operational realization to succession planning or business valuation. You can expect to work with a firm partner who consults with you to understand your service model, client base, and goals in order to tailor our guidance to your unique niche.

No matter your size or specialty, our goal is the same: to help you achieve success through a solid financial foundation and clear path forward.

What We Offer

Tax Planning
Tax Advisory
Audit & Assurance
Wealth Management
Outsourced Accounting

Tax Planning

  • Federal & state income tax preparation
  • Multistate tax filings
  • Partnership and LLC
  • Pension plan returns
  • Estate, gift & trust returns

Tax Advisory

  • Compensation planning
  • Retirement planning
  • Business structuring & formation
  • Buy/Sell Agreement analysis
  • Succession planning
  • Estate planning
  • Business valuations

      Wealth Management

      • Investment & retirement planning
      • Tax, business succession & estate planning
      • Employer benefits
      • Business insurance protection

      Outsourced Accounting

      • Interim in-house bookkeeper or controller support
      • Financial statement preparation & management reporting/analysis
      • General ledger maintenance
      • Budgeting
      • Cash flow projections
      • Month and year-end closing & reconciliation
      • Quickbooks® training & system conversions
      • Accounting software implementation assistance

      Our Team

      Meet Our Experts

      What clients say

      “Segal continues to be a satisfied client of Brock, Schechter & Polakoff, LLP. We value the excellent service and reasonable fees. The CPA’s are highly professional and knowledgeable. In addition they provide timely and accurate tax advice as well as tax return preparation. We would not hesitate to recommend Brock, Schechter & Polakoff, LLP’s services to anyone.”

      Dora Mariani, CPA, CA, TEP, LFP

      Principal | Segal

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