PROFESSIONAL SERVICES

At JCox CPAs & Advisors, P.C., we provide specialized assurance, tax, and advisory services designed for professional service providers. Our focus is on helping consulting firms, healthcare practices, and law firms strengthen financial performance, stay compliant, and position themselves for long-term growth.

We understand the unique challenges these professions face — from managing partner compensation structures and regulatory compliance to handling cash flow, succession planning, and strategic expansion. Our team works directly with firm owners to streamline financial processes, implement coordinated tax strategies, and create business solutions tailored to each practice’s needs.

Expertise in the Professional Industry

Consulting firms, healthcare practices, and law firms each face unique financial and operational challenges that require specialized expertise. At JCox CPAs & Advisors, P.C., we provide tailored accounting, audit, tax, and advisory services designed to help professional service firms streamline operations, remain compliant, and achieve sustainable growth.

We recognize that service-based businesses rely heavily on people, reputation, and expertise — making financial clarity, risk management, and long-term planning essential. Our team partners closely with owners and managing partners to deliver proactive strategies that align profitability with professional goals.

Common Needs We Address

Our professional services expertise is focused on reducing risk, improving efficiency, and supporting growth, including:

1. Designing coordinated tax strategies to minimize liabilities

2. Managing partner compensation, equity structures, and distributions

3. Strengthening internal controls and compliance frameworks

4. Navigating healthcare and legal regulatory requirements

5. Addressing trust account and client fund reporting for law firms

6. Supporting practice succession, mergers, and ownership transitions

7. Improving cash flow management and forecasting

8. Developing scalable structures for consulting firm growth

9. Providing clarity in financial reporting and audit readiness

10. Advising on strategic expansion, staffing, and technology adoption

By partnering with JCox CPAs & Advisors, P.C., professional service firms gain more than compliance support — they gain a trusted advisor who understands the unique demands of their industry and provides practical, results-driven solutions to fuel long-term success.