Client services


Your partner in success.

As a business, you succeed when your clients succeed. We see things the same way.

As accountants, our role is first and foremost to ensure that your finances are in order and your tax bill is low. But your business needs don’t stop there, and neither do we.

Few of your partners are able to see your business up close and in detail, as we do. While preparing returns and reviewing the books, we are uniquely placed to find opportunities to get better financing, reduce costs, or improve profitability and growth.

Not only can our Business Consulting Group act as a sounding board, but they can also propose concrete solutions to help you fulfill your potential. We’ve seen businesses of every kind and at every stage, and understand the challenges they face, whether at startup, sale, or succession.

Here are some examples of areas where we can support:

  • Business valuations
  • Mergers and acquisitions
  • Financing
  • Insurance review and recommendations
  • Accounting software selection and implementation
  • Start-up assistance
  • Benchmarking
  • Internal controls
  • Business process improvement
  • Computer systems

Business valuations

An art not a science.

It’s not just the money. There are a huge number of factors that go into determining what and whether one should pay for a business entity. Resolving disputes between shareholders, calculating enhanced earning capacity – these are issues that require professional input to get right.

Getting it wrong is also an option, but a costly one. Losing a deal, a client, or a tax windfall could have a material impact on your firm’s future. We are here to help you, not only with our own long experience as valuation advisors but with a network of affiliates that will help you achieve your objectives.

This network includes accredited valuators, whose valuations have been successfully tested in courts, audits, and other venues. With an in-depth knowledge of valuation standards and methods, you can count on a team led by Harris & Partners to protect your best interests.

In addition to Mergers & Acquisitions, our services can be of help in numerous scenarios, including:

  • Marital dissolutions
  • Shareholder disputes
  • Damage measurements
  • Stock options and other deferred compensation arrangements
  • Intangible assets including corporate and personal goodwill