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Services

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Tax Prep & Planning

PBLM Tax professionals gather a great deal of knowledge about our clients, developing a comprehensive picture of their tax situation. We provide extensive, proactive, year-round tax planning allowing us to maximize efficiencies and minimize taxes for our clients.

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Audit & Assurance Services

Our qualified CPAs examine financial records, transactions, and procedures to ensure your financial statements properly reflect your business at the time of the audit. PBLM’s audit professionals are committed to maintaining professional audit standards and quality by working closely with clients to maximize our understanding of their systems and operations.

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Business Accounting & Bookkeeping

PBLM has a team of experienced accountants that provide a full range of accounting and bookkeeping services to businesses that do not require a full time accounting staff.

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Business Valuation

PBLM has consulted on numerous business valuations and merger/acquisition projects for our clients, as well as other CPA firms. Our staff includes three Certified Valuation Analysts and two Accredited Business Valuators. Our goal is to provide business owners and their advisors a reliable valuation that we can defend without compromise.

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Litigation Support

PBLM can assist you in every step of the litigation process regarding the financial and accounting issues of your proceedings. Our firm has provided litigation services in connection with hundreds of cases over the years. These services generally require the talents of our most experienced personnel, and we commit their time and effort in responding quickly to meet your needs. We will present facts surrounding your case accurately and professionally.

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Estate Planning & Administration

Planning for the distribution of resources and personal property can be a difficult and emotionally charged task. PBLM has a comprehensive approach to estate planning and administration to help ease the burden and honor our client’s wishes.

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Employee Benefits Planning

PBLM includes a dedicated team of professionals that provide third party plan administration services to a wide range of employee benefit plans. Our goal is to provide excellence in retirement plan administration and consulting to ensure the plan sponsor and its employees maximize the benefits of their plan.

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Forensic Accounting

At PBLM, we have CPA’s dedicated to the specialized area of forensic accounting. We combine the principles and methodologies of accounting, auditing, and investigative strategies to evaluate your case on all levels. Our team of forensic accountants brings years of experience to your case.

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Solutions for Healthcare Professionals

PBLM understands how complicated and expensive the business side of patient care has become. We are partnered with Management Resource Group (MRG) to provide Revenue Cycle Management Services for our healthcare clients.

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Accounting Software Support

Our consulting services go beyond installing accounting software. We want to ensure the software applications and procedures are properly designed and used by the client in the most efficient manner. Our technology consulting professionals will develop solutions to save an organization time, improve internal controls, reduce costs, and improve the quality of accounting and business information.

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