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Professional Services

Two of the biggest key drivers in PSOs include the efficient utilization of expensive labor, and having a regular flow of projects. Training and organizing highly educated and skilled professionals is a challenge, but getting everyone on the same systems that encourage client relationships and increase overall client retention can help foster a sales culture. As a CPA firm, we understand these challenges. We are happy to share our experience, best practices and answer any questions you may have.
Professional services firms benefit from
Templeton & Company
  • Accounting and consolidated, multi-site operational reporting
  • Record sales and reconcile to point of sale system
  • Tax preparation Compliance
  • Customized benchmarking and forecasting
  • Work flow, productivity analysis and reporting
  • Risk management
  • Reduce the time and effort spent on accounting tasks.
  • Track the true costs of a project.
  • Enter, edit, and approve detailed time and expense transactions when they happen.
  • Report expenses in the field through a Web-based application.
  • Install flexible budgeting processes business-wide.
  • Manage teams using Web-based collaboration tools and communication portals.
  • Respond rapidly to employee and management requests with the critical information.
  • Track employee information.
  • Simplify benefits administration.
  • Bill fees accurately.
  • Create predefined fee structures.
  • Tailor billing options and invoice formats to the project.
  • Create, update, and modify all required reports and forms.
  • Generate financial statements on a cash or traditional accrual basis.
  • Use flexible scheduling and delivery options to publish reports.

Industry News

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Tax Development Highlights

The following is a summary of the most important tax developments that have occurred in the past three months that may affect you, your family, your investments, and your livelihood. Please call us for more information about any of these developments and what steps you should implement to take advantage

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