Professional Services

Professional Services

CST Expertise

As a CPA practice, CST Group recognizes the unique needs and challenges of professional service firms. We are keenly aware of the laws and regulations governing professional service providers. We work with principals and partners across a wide range of industries to develop solutions and strategies to maximize benefits and opportunities in both the short and long term.

Read client testimonials for professional services.

Our specialized solutions for professional services firms include:

  • Strategic planning
  • Profitability analysis
  • Business succession planning
  • Budgeting and forecasting
  • Operations review
  • Cash flow management
  • Incentive-based compensation structuring
  • Key performance indicator (KPI) development
  • Pension and profit sharing guidance
  • Technology consulting and support
  • Internal control review
  • Forensic/fraud services
  • Merger and acquisition due diligence
  • All federal, state, and local income tax return preparation
  • IRS and state audit representation
  • Estate and gift tax planning
  • Executive compensation
  • Valuation and transaction consulting
“I was introduced to Managing Partner, Joe Romagnoli, 20 years ago,” says John Spargo, owner of J. Spargo & Associates, Inc. “CST Group has been working with us from the start. They know my company from the inside out and have always guided us in the right direction. Specifically, they have helped us with updating our financial processes, forecasting cash flow, and identifying problem areas that need to be revamped. As a business owner, it can be difficult to keep track of every detail, and CST Group has been a strong resource in helping me do so. I have always trusted CST Group’s professional advice. When I had a prospect interested in acquiring my company, I turned to CST Group for their expertise. CST Group has always produced the highest quality of work, and after 20 years with the firm, I couldn’t imagine working with anyone else. CST has been with me through the growth of my business and I would recommend them to anyone looking for a firm to fulfill all of their financial needs.”
“CST Group has not only served as our firm’s CPA,” says Vaughan, Fincher & Sotelo, PC Principal Donna Fincher, “but over the tenure of our longstanding relationship, we’ve referred many individuals who have become mutual clients. We have tremendous confidence in their abilities, both in terms of meeting our law firm’s accounting needs as well as the income tax and other accounting needs of the clients we refer. I know when I refer clients to CST Group that they will receive responsive service and great advice.”