Professional Services Accounting & Advisory Services
Strategic Financial Guidance for High-Performing Firms and Practitioners
Financial Insight for Busy Professionals
Running a professional practice demands your full attention — client needs, compliance requirements, staffing, and business development all compete for time. But your financial strategy shouldn’t fall behind.
At Duffy Kruspodin, we support law firms, medical groups, specialty dental and surgical practices, and other professional service firms with professional services accounting, tax planning, and strategic financial advisory aligned to the realities of practice leadership. From entity structure to compensation planning, we help you stay on top of your finances — without taking your focus off the work.
What We Help You Navigate
We help professionals manage evolving financial responsibilities at both the practice and individual level:
- Tax strategy across firm, partner, and personal income structures
- Financial reporting for partners, boards, or outside stakeholders
- Partner compensation and ownership planning for practices
- Multi-entity and multi-state compliance for professional firms
- Planning for growth, liquidity, or transition
- Retirement structuring and succession planning for firm leaders
- MSO and medical corporation advisory
Key Services for Professional Service Firms Include
Strengthen Your Practice’s Financial Strategy
Who We Serve
Our clients include high-net-worth professionals, firm leaders, and privately held practices across key sectors:
- Legal Services – Advisory and accounting support for individual attorneys and law firms navigating partner structures, trust accounting, cash flow planning, and succession.
- Medical Practices – Support for primary care and specialty providers managing reimbursement pressures, rising overhead, and long-term financial planning.
- Advanced Dental Practices – Guidance for surgical and specialist practices managing multi-location operations, provider compensation, and practice expansion.
Related Services
Guided by Experienced Leadership
With decades of combined experience, Daniel Lee, CPA, Thane Kelton, CPA, and Donna Feder, CPA, EA, lead our work with law firms, medical practices, and professional service providers. Their backgrounds span tax planning, business operations, and advisory for high-net-worth individuals and closely held firms. Together, they bring nuanced insight to the financial needs of service-based businesses — helping clients manage complexity, preserve value, and plan ahead.
DANIEL LEE, CPA
Partner
THANE F. KELTON, CPA
Partner
DONNA FEDER, CPA, EA
Partner in Charge, Los Angeles
Let’s Talk About What You Need
Industry Resources
The Ultimate Guide to Financial Audits: Unlocking Business Growth and Compliance
