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Providing customized financial services for your professional service team.

As a professional services firm ourselves, Warren Averett understands the unique needs and areas of concern our professional service clients face. From technology and controls to benefit plan and HR support, we have created solutions to help keep your organization compliant, competitive and efficient. Whether you’re a well-established company or just starting out, our professional services team will create a customized plan that’s perfect for your business.

Our professional services team incorporates our own business experience to provide the customized financial and operational systems your company needs for ultimate short- and long-term success.

  • Tax Planning, strategy and IRS representation
  • Professional Audit and Review Services
  • International Tax and Compliance
  • Financial Benchmarking and Statement Preparation
  • Transaction Advisory
  • Succession planning and exit strategies
  • Business valuations
  • Buy/Sell Due Diligence
  • Fraud & Forensics
  • ALTA certification
  • Litigation support and fraud investigations
  • Staffing
  • Executive Coaching
  • 401k Account Management
  • Handbook and Policy reviews
  • Executive/Administrative Coaching
  • HR Consulting
  • Software selection and implementation
  • Risk & Controls (SOC)
  • Cyber security
  • Internal procedures and controls
  • Retirement Planning
  • Controller support
  • Cloud-based accounting
  • Back office services

Meet Our Professional Services Team

Learn more about our team members’ expertise, insights and how we can help you thrive.

Contact us

Phone: 800.759.7857

Questions about how we can help you or your business thrive, or want to learn more about Warren Averett? Get in touch with us today!