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Operational Reviews

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 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


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


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


  • Website
  • Marketing materials

Human Resources

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

CONTACT US to learn more about our Consulting Services.

ABOUT US: Freed Maxick CPAs, P.C. 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 closely-held businesses, public (SEC) companies, not-for-profits and governmental entities in Buffalo, Rochester, Syracuse, Albany and NYC, New York.