Professional Services



Years in Business

Optimize your financial success.

Insights to Fuel Your Firm


As a professional services firm, you understand that talent is one of the key elements in running a successful firm; you need experts to serve your clients. We recognize that, just like your clients, you are looking for the highest level of service and expertise from your professional service providers. That’s why Bartlett, Pringle & Wolf, LLP is compelled to employ the most talented, high-caliber individuals to serve your needs.

The everyday operations of a professional services firm can be complex–from making sure you’re optimizing utilization of your staff to crafting the right partnership compensation and ownership agreements, succession planning and more.

Our team of seasoned professionals is comprised of experts in their given field or industry and provide the following services for professional service firms:

  • Tax planning and compliance
  • Audits, reviews and compilations
  • Employee benefit plan audits
  • Succession planning
  • Litigation support and forensic accounting
  • Business valuations
  • Buy/Sell, partnership and shareholder agreements
  • Mergers and acquisitions
  • ERP and CRM software
  • Internal control and operational reviews

Our continuing education programs, attendance at national conferences and partnerships with international firms provides us with fresh perspectives, heightened awareness, and top notch expertise—the pinnacle of our growth culture. Let us share our talent with you.

Primary Contact

Jacob Sheffield, CPA, MST



Contact me to discuss how we can help optimize your financial success.


Industry Insights

Stay up to date with the latest tax & accounting news, BPW updates, and more.

2023 Year-End Tax Planning for Businesses

As businesses work to rebound after a challenging few years, strategic year-end tax planning has never ...
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2023 Year-End Tax Planning for Individuals

As the 2023 tax season winds down, it’s time to take a closer look at year-end ...
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IRS Releases 2024 Retirement Plan Limitations

The IRS issued Notice 2023-75, which made modifications to the annual limits for retirement plans. These ...
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Solomon and Sheffield Recognized as Top Professional Service Leaders in Tri-Counties

Bartlett, Pringle & Wolf, LLP is pleased to announce that Tracey A. Solomon, CPA and Jacob ...
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Revenue Recognition for Franchisors

In 2014, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2014-09, Revenue from ...
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Danna McGrew Named one of the 2023 Top 50 Women in Business by PCBT

Bartlett, Pringle, & Wolf, LLP (BPW) congratulates Partner Danna McGrew, CPA on being recognized by the ...
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