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Operational Review & Assessment for Professional Services Firms


Today’s business environment has placed overwhelming demands on the professional services firm, making it increasingly important for them to have access to qualified financial and accounting advice.  As the largest accounting firm in Western New York, Freed Maxick & Battaglia can offer your practice the sound business advice you need to succeed. With Freed Maxick's operational review & assessment service, your practice can receive its own "check-up". We'll analyze your practice from an operational and financial point of view. It includes interviewing your employees to ensure proper segregation of duties, process flow and general controls which maximize the financial success of your practice.

Elements of the Operational Review and Assessment

Financial

  • Tax return
  • Financial statement
  • Banking reports
  • Quickbooks files
  • Insurer mix
  • Aging and productivity reports

Operational

  • Accounts receivable reports
  • Profile of practice/partners
  • Locations
  • Services
  • Compensation structures

Marketing

  • Website
  • Marketing materials

Human Resources

  • Partner agreements
  • Recruiting and retaining the right people for the right positions

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 






Operational Reviews Contact:

Freed Maxick & Battaglia, CPAs is Western and Upstate New York's (NY) largest public accounting firm and a Top 100 firm in the U.S. Freed Maxick provides, audit, tax and consulting services to private and public (SEC) companies in Buffalo, Rochester, Syracuse and Albany New York. Freed Maxick has vast national and international resources to help your business expand nationally and internationally.

 

Send Requests for Proposal to: 
  


   Freed Maxick & Battaglia, CPAs
   Attn: Eric Majchrzak
   424 Main Street
   Liberty Building, Suite 800
   Buffalo, NY 14202

   or send via email
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Shawn Frier, CPA
 
Shawn Frier, CPA
Director
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