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Professional Services

We know how to meet the needs of your professional services firm, whether medical, legal, financial, engineering or architectural. Our professionals are able to assist you in the evaluation of your practice’s financial components and to make recommendations in helping you to achieve your goals.

Founded in 1967, Isdaner & Company is one of the leading accounting firms in the Delaware Valley that serves professional practices. As a professional services firm ourselves, we have experienced some of the same opportunities and challenges you face each day.

Our team works in tandem with your professional advisors to develop a comprehensive plan of services. We collaborate with attorneys, investment advisors, trust officers, bankers, insurance representatives and financial planners to reach your objectives.


  • Financial Statements
  • Tax Planning & Preparation
  • Buy-sell & Equity Agreements Evaluation
  • Estate & Retirement Planning
  • Partner & Shareholder Compensation Systems and Profit Allocations
  • Selection of Finance Options
  • Choice-of-entity Planning

Isdaner’s Professional Services FAQs:

Our typical clients are: medical and dental practices, law firms, financial investment companies, engineering and architectural entities. Many of these clients employ 25 or more professionals and have revenues ranging from $1 million to $50 million, although some certainly have more or less than that range. These clients utilize our team of accountants for a myriad of services. Most often, it is common for clients to engage us for four or more service areas.

The team servicing the Professional Services sector averages over two decades of experience. The services our team provides include: financial statements preparation, tax planning and preparation, buy-sell and equity agreements evaluation, estate and retirement planning, partner and shareholder compensation systems and profit allocations, finance options selection, and choice-of-entity planning. We have been helping this type of client for over 50 years and have been instrumental in offering strategies to help professional firms meet their goals.

The team works in tandem with the client’s advisors to create a comprehensive plan for the overall organization, including the owners. We collaborate with attorneys, investment advisors, trust officers, bankers, insurance representatives and financial planners. It is important to have the entire group of advisors involved in the plan evolution.

The experience of Professional Services firms working with our accounting team is unmatched in the areas of personal service and responsiveness. In our annual client survey to clients, clients rate us highly in quality of service, timeliness and communications. New clients will benefit from our attentiveness and thoroughness. It is easy to get started as a client with Isdaner & Company. The first step is to contact the marketing director, Jill Lock at She may ask many questions and gather financial data to better understand the prospect’s needs. She will then share this information with accounting leaders and then a team to serve the prospect will be selected. The team leader will make contact with the prospect to answer any questions, describe the areas of service that may be of benefit, and determine how to best service the prospective client. We strive to build long-lasting relationships with our clients by working closely with them and maintaining contact with them throughout the year.