Integrated Expertise for Forward-Thinking Firms
Better Solutions Build Better Firms
Leveraging services from HeimLantz can help with daunting challenges, entity structuring, objective analysis, succession planning, executive coaching, and a range of other services, enabling your firm to navigate complexity yet stay focused on the core mission.
Rather than piecemeal solutions, professional firms benefit from a synergistic model that brings together financial planning, tax strategy, business consulting, and leadership development, ensuring that the firm works in harmony, creating a stronger, more agile organization ready to succeed in the marketplace.
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Business & Owner Succession & Transition Planning
Business & Owner Exit Readiness & Planning
Business Strategy & Consulting
Business Valuation Consulting & Reporting
Entity Formation & Ownership Structuring
Financial Process Automation
KPI Analysis & Performance Advisory
Financial Dashboards & Forecasting
Financial Planning and Analysis
Payroll & 401(k) Benefit Integration
Comprehensive Accounting Services
Fractional CFO Services
Accounting Technology Integration and Automation
Virtual Controller
Business Income Tax Return Preparation
Individual Income Tax Return Preparation
Strategic Tax Planning for Businesses
Specialized Tax Research & Consulting
Business Purchases and Sales Analysis
Rental Property Purchases and Sales Analysis
State Income Tax Research and Planning
Employee vs. Independent Contractor Classification
Team Leadership Coaching
One-on-One Executive Coaching
Elevated support for evolving professional firms
Readiness
Scalability
Objectivity
Strategic Focus
What Clients Say
Elmfield Institute
"The team at HeimLantz is just amazing. We partnered with the firm after many years with the same firm and have been very pleased with the expertise and guidance they have provided. They have a willingness to explore and be creative in the advice and planning they provide. They are not just a CPA but have been a valued counselor that has helped our company look at what is not just important today but what will be important in the future. From the minute you walk in the door, you’ve entered a center of excellence."
GOVERNMENT CONTRACTOR
Aptive Resources, LLC
"The team at HeimLantz is extremely knowledgeable and always willing to help with any of our tax planning and financial service needs. They have gone above and beyond time and again to help our company achieve our financial goals. They are friendly and approachable and always willing to answer any question we might have. I would absolutely recommend them to any company looking for a strong, top-notch accounting firm."
REAL ESTATE
Celedon Partners, LLC
"HeimLantz is the right partner for us because of their flat fee engagement model. Our team can get clarifications and advice without additional fees, which gives an added level of trust to our relationship. They go above and beyond to provide us with the information and recommendations we need. We would recommend them to anyone looking for a great accounting firm."
CONSTRUCTION
IMER Group
"HeimLantz’s service has undoubtedly played a pivotal role in our overall success. Their expertise and dedication have significantly contributed to our achievement of goals. I must mention that Josh and Drew are outstanding members of their team. Their exceptional skills and unwavering dedication make them the best in the business. We are delighted with HeimLantz’s services and highly recommend them to anyone seeking top-notch audit assistance."
Aviation Systems Engineering Company
"Our business and HeimLantz have grown together over the last 15 years. The team has been an integral part of our company and its continued growth over the years. We have relied on their expertise and financial advice, as well as their business savvy to grow from a three-person company to one with over 250 employees. I would highly recommend them to anyone looking for a strong accounting partner that will be there to help grow and continue to help their company succeed."
Lee & Sylvia Marston
"Amy Smith has been and is an extremely helpful person for us. She has gone out of her way to do what we need."
Eagle Title
"The entire team at HeimLantz is geared towards creating solutions for their clients. They were instrumental in creating alignment for our company and ensuring our entire team is operating efficiently. Zack is an exceptional communicator and is terrific at giving you the tools to facilitate the growth of your organization."
Professional Firms FAQs
What are the benefits of using a full-service advisory firm?
Using a full-service advisory firm streamlines decision-making, improves efficiency, and ensures all aspects of your business strategy are aligned for long-term success.
How does a unified advisory model help professional firms grow?
A unified model ensures that financial planning, tax strategy, and business consulting work together to support sustainable and scalable growth.
How does combining services improve firm performance?
Combining services allows for better data flow, clearer insights, and more effective execution across all areas of the business.
How does strategic planning benefit professional firms?
Strategic planning helps firms set clear goals, allocate resources wisely, and stay competitive in a changing market.
What is the value of having a strategic partner for your firm?
A strategic partner brings outside perspective, accountability, and expert guidance to help your firm make smarter, faster decisions.
Why is it important to align financial and operational goals?
Alignment ensures that every decision supports both profitability and performance, reducing waste and increasing impact.
How does HeimLantz help with financial goal setting?
We work closely with firms to define measurable financial goals and create actionable plans to achieve them.
How can leadership development improve firm culture?
It fosters accountability, engagement, and a shared vision that drives performance and retention.
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In the Business of Helping Business
We are strategic partners well-versed in achieving success for companies and individuals through forward-thinking strategy, objective analysis, regulatory expertise, professional commitment, and a track record for success.
Locally Invested