Professional Service Providers

We can help you stay compliant, manage risk and make smart decisions that let you get back to doing what you do best — taking care of your clients.

We care as much about client satisfaction as you do.

Serving clients is your passion. But taxes, bookkeeping and benefit plans are also critical to your firm’s success. To keep everything in balance, you need to work with advisors who understand your unique needs and share your commitment to client service. At Clark Schaefer Hackett, we believe that better relationships produce better results, so we’ll invest the time to get to know you and your business.

Professional Service Provider Offerings

Assurance Services

We don’t just audit your organization; we strengthen it. We keep operational improvements top-of-mind as we examine your financials, sharing best practices designed to make you better along the way. Our assurance services include:

  • Financial statement audits, reviews & compilations
  • Employee benefit plan audits
  • Internal audit
  • Outsourced accounting
  • Bookkeeping
  • Payroll
  • Reports on internal controls

Business Succession Planning

You’ve worked hard, built your business, and continue to nurture its growth. Although you’re not ready to retire now, it’s on the horizon. Now is the time to start planning for the future to ensure you (and your family) can continue to reap the rewards of your success.

Our Certified Exit Planning Advisors have the specialized knowledge to help ensure you are personally prepared, financially prepared, and continuing to maximize the value of your business.

Our exit planning process is customized based on your unique situation and may include:

  • Succession planning
  • Business valuation
  • Value & profitability enhancement consulting
  • Tax structuring
  • Due diligence
  • Income tax planning
  • Estate tax planning

Tax Services

Our tax professionals offer custom planning and solutions to meet your needs. From traditional income tax preparation to strategic planning services, we can help make your goals a reality. Our tax services include:

  • Federal tax compliance (both individual & corporate)
  • SALT compliance
  • Tax planning strategies
  • Sales & use tax exemption
  • Cost segregation
  • Personal wealth planning
  • Tax controversy

Additional Services

Beyond your industry-specific needs, CSH offers advice and solutions in a wide array of relevant areas, including:

Remarkable Relationships

Our Approach to Client Service

At CSH, we believe better relationships produce better outcomes. We are so passionate about this approach that we published a book entitled The CSH Way, documenting our unique commitment to client service.

Our professionals are specially trained to deliver highly-valued client experiences, and our superior client satisfaction ratings are the result. In a recent independent survey, our client satisfaction ratings were 45% higher than the industry average*.

Here’s a closer look at results we’re proud of.

Over 95% of construction clients surveyed said CSH professionals:

Learn more about our firmwide client satisfaction results here.

of manufacturing &
distribution clients say
CSH professionals:


Professional Service Providers Advisors

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