- Anchin: Anchin provides accounting, tax, audit, and advisory services.
- Hunter & Associates: Hunter & Associates provides accounting, tax, auditing, and advisory services, with a focus on government contractors.
- PKF O'Connor Davies: PKF O'Connor Davies lists accounting and assurance services such as audits, reviews, compilations, and employee benefit plan audits, alongside business and individual tax services.
- Reznik Group: Reznik Consulting LLC provides tax, accounting, and advisory services, including tax preparation and strategic tax planning, accounting, and bookkeeping.
- Smolin Lupin: Smolin Lupin lists accounting and assurance, client advisory and accounting, CFO, tax planning, forensic, and valuation services.
How to choose
Start with the work you need done. An A/E firm may need monthly bookkeeping, project cost tracking, tax planning, payroll support, or an annual review. Write down the tasks, deadlines, and decisions you want the firm to handle. Ask who will do each task and who will answer questions when that person is unavailable.
Fit matters. A small firm with a few projects may need a different service model than a multi-office practice with complex billing and subconsultants. Ask how the accounting firm handles project setup, labor costs, reimbursable expenses, retainage, and work in progress. Confirm that its proposed service level matches your project volume and internal staffing.
Check the contract before comparing proposals. Look for the exact services, deliverables, response times, meeting schedule, record-retention terms, and process for ending the engagement. Clarify what counts as extra work and how scope changes are approved. Ask whether the firm will coordinate directly with your attorney, bank, or insurance broker when needed.
Review the tools and the transition plan. List your accounting, timekeeping, project management, payroll, and expense systems. Ask which data transfers automatically, which steps remain manual, and who resolves errors. Request a written list of access, setup, and staff training tasks. Keep the training load realistic. Your project managers should not have to become accountants.
Finally, check relevant qualifications and references. If the work involves state-specific tax filings, attest services, or other regulated duties, confirm the firm and assigned professionals hold the required approvals in the states where you operate. Speak with references from firms of similar size and project mix. Ask how the vendor handled a missed deadline or a difficult close.
- Which services and deliverables are included, and how do you approve work outside the agreed scope?
- How do you support A/E firms with our size, office structure, and mix of project types?
- How will your team connect with our current accounting, timekeeping, project, and payroll tools?
- What setup and training will you need from our staff during the first few months?
- Can we speak with clients similar to us, and what state approvals apply to the work we need?
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