Professional Services Firms

Margolis & Company P.C. provides services to a wide variety of professional service organizations including law firms, medical practices, engineering firms, advertising and public relations agencies, computer and software development companies - as well as a host of various firms that provide professional services to clients.

  • Entity Selection
  • Partner Compensation
  • Partnership/Ownership Agreements
  • Partner Buy-Outs
  • Retirement Plans
  • Compensation Planning
  • Tax Planning Issues
  • Team Profitability Analysis
  • Operations Reviews
  • Timekeeping / Billing / Collections
  • Long-Range Planning
  • Mergers & Acquisitions
  • Firm Capitalization
  • Financial Statements Design
  • Law Office Automation
  • Client Costs Advanced Analysis

In our vast experience we have discovered that, although professional service organizations are each distinctive in their framework and structure, they often face similar challenges. We understand professional services organizations because that’s what we are.

To reach our Principal-in-Charge of Professional Services, please contact David A. Price, CPA. David has extensive experience in developing profit center financial reporting, by various teams in a professional service organization, to ensure the accountability associated with each team’s financial goals. Contact David at dprice@marg.com.

Philadelphia Office
401 E. City Avenue
Suite 600
Bala Cynwyd, PA 19004
610.667.6250

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Bucks County Office
41 University Blvd.
Suite 400
Newtown, PA 18940
215.968.5081

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