Professional Service Organizations

As the owner of a professional service company, your focus should be on serving your clients—not managing complex financial matters. At Platine Associates, we understand the unique needs of professional service businesses because we are one too. Our experienced team financial advisors provides specialized accounting services across various industries, making us a trusted partner for your financial success.


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Why You Need Accounting Services for Your Professional Service Business

Whether you run a law firm, marketing agency, consulting company, insurance practice, or other professional service organization:

  • Save Time: Outsourcing tasks like bookkeeping frees up your schedule, allowing you to concentrate on profit-generating activities.

  • Reduce Costs: Avoid the high expense of hiring, training, and retaining an in-house accounting team by choosing outsourced financial services.

  • Stay Lean: With outsourced accounting, you only pay for the services you need—no overhead costs for office space, equipment, or employee benefits.

  • Boost Profits: Our professionals help with tax planning, strategic advice, and expense tracking—empowering your business to grow.

  • Ensure Compliance: Be confident that your financial records are accurate, compliant with current tax laws, and audit-ready when required.

Who We Serve in Alpharetta

As a business run by professionals for professionals, Platine Associates has deep experience working with a wide range of professional service organizations, including:

  • Dental, physician, and veterinary practices

  • Marketing and advertising firms

  • Law firms and consulting agencies

  • Architectural and engineering firms

  • Private and public companies

Our team brings in-depth understanding of tax, operational, financial, and regulatory issues affecting service-based firms and partnerships.

Our Specialized Accounting Services for Professional Services

Audit and Assurance Services

At Platine Associates, we view audits as valuable tools—not just requirements. Our audit services help you maintain compliance, monitor financial health, and identify opportunities for improvement. With decades of experience, we provide assurance that your financial statements are accurate and meet all applicable standards.

Our audit services also provide actionable insights—such as reducing expenses, uncovering inefficiencies, and increasing profitability.

Tax Planning and Preparation Services

Tax season can be overwhelming. Let our professionals handle your tax planning and filing, helping you reduce liability and maximize deductions. We’ll carefully review receipts, invoices, and other documents to ensure your taxes are accurate and optimized at the federal, state, and local levels.

Bookkeeping Services

Accurate bookkeeping is vital for any professional service business. Our bookkeepers meticulously track your daily financial transactions, produce detailed reports, and ensure compliance with all financial regulations. We’ll organize your finances so you always have a clear picture of your company’s financial health.

Additional Accounting Services for Consultants and Professionals

In addition to core services, Platine Associates also offers:

  • Health benefits, 401(k), and cafeteria plan setup

  • Buy-sell agreement support

  • Job costing and law firm-specific accounting software

  • Partner/shareholder buy-ins and buy-outs

  • Allocation of liabilities and contributions

  • Partner/shareholder profit allocation systems

  • Long-term financing and working capital planning

  • Litigation support and financial reporting

  • Cash-basis tax returns with accrual-basis financial statements

Why Choose Platine Associates?

Save Time and Resources

Let us handle time-consuming bookkeeping and tax work so you can focus on delivering your services. Unlike hiring an internal team, outsourcing to us gives you instant access to experienced professionals without the time and cost of recruitment and training.

Tailored and Scalable Services

We learn your business goals and challenges to provide personalized accounting strategies. Whether you need year-round support or seasonal help, we deliver a flexible service plan that evolves with your business.

Full Transparency and Control

You’ll always stay in control of your finances. We provide regular updates and reporting, and you can choose your level of involvement—from high-level oversight to hands-off peace of mind.