Services & Professionals

Grow your business and protect your assets

Maximize profitability through smart financial management.

As a professional service organization, you juggle several financial priorities. From planning for long-term growth to managing business risk, it’s a lot to keep up with.

Our team helps you keep up with all of it. At the same time, we can help you identify new business opportunities, minimize tax liability, and improve cash flow.

The specialists at Coker James understand the challenges faced by professional service providers like you. By helping you navigate those challenges, we give you the security and insights you need to steer your business in the right direction.

My family and I have had the best professional guidance from Coker James for my business and our personal needs for over 20 years---- they are more than a professional service provider; they are heartfelt friends.

W. Roger Miers, Owner
River Pines Golf

I cannot say enough about the services provided by Coker James. They are specialists in my business, have a large base of clients like me and stay in sync with my business as it changes. Their professionalism and knowledge of the construction industry are second to none.

Jim Gallagher, President
Gallagher Electric

At Coker James, our experienced team can help you:

  • Plan for long-term growth
  • Maximize benefits to owners and employees
  • Take control of accounting and budgeting
  • Reduce tax liability
  • Find opportunities to lower overhead
  • Make well-informed investment decisions

Full scope of services for professional service organizations

Our team supports law firms, medical practices, engineers, consultants, financial companies, leasing companies, trust companies, architects, advertising agencies and others with all of the following services:

  • Accounting systems design
  • Administration of profit sharing and pension plans
  • Audits, reviews, and compilations of financial statements
  • Budgets, forecasts, and projections
  • Business valuations
  • Buy/sell, partnership, and shareholder agreements
  • Cash management systems
  • Compensation formulas and employee agreements
  • Employee benefits evaluations
  • Entity/form of organization analysis
  • Estate and gift tax planning
  • Mergers and acquisitions
  • Personal financial planning
  • Practice assessments, internal control, and operational reviews
  • Reorganizations
  • Representation before the IRS and other agencies
  • Succession planning
  • Strategic business planning
  • Tax planning and compliance
  • Technology and computer systems consulting

Start working with an accounting and advisory firm that knows your industry.