Ongoing Accounting & Financial Reporting
We work exclusively in QuickBooks Online (QBO) to provide secure, cloud-based access to your financial data.
Services may include:
- Full-service bookkeeping
- Review and adjustment of internal bookkeeping
- Balance sheet and income statement reporting
- Financial review meetings
We don’t just generate reports — we meet with you throughout the year to review them, explain trends, and discuss profitability and performance.
Tax Preparation & Proactive Tax Planning
We prepare:
- Practice (business) tax returns
- Personal tax returns
Because we see the full financial picture, we can plan more effectively.
Our Q4 tax planning meeting is one of the most important conversations of the year. We project income, estimate tax liability, and identify strategies before year-end — so you are never surprised at filing time.
Quarterly Advisory & Strategy Meetings
Most clients meet with us 3–4 times per year.
Meetings typically cover:
- Practice performance and trends
- Industry benchmarks
- Profitability analysis
- Compensation structure (wages vs. distributions)
- Retirement Plan Options
- Cash flow analysis
- Staffing and expense evaluation
Every meeting includes a prepared agenda and proactive recommendations.
Practice Acquisition Consulting (Dental & Veterinary)
Buying a practice is one of the largest financial decisions of your career. Having a healthcare-focused CPA on your team is critical.
Our acquisition consulting includes:
- Financial review of prospectus and tax returns
- Profitability recalculations and adjustments
- Benchmark comparisons
- Compensation projections post-acquisition
- Review of financing offers
- Consultation on asset purchase agreements
- Entity selection guidance (LLC, S Election, etc.)
- Communication with bank, attorney, and broker
- Strategic guidance throughout closing
We help you determine:
Will this practice work financially for you and your family?
Startup Consulting
Launching a brand-new practice requires detailed planning.
Startup advisory may include:
- Budgeting and financial projections
- Evaluation of financing offers
- Entity selection
- Accounting system setup
- Ongoing advisory support through opening day
Unlimited Communication
You will never hesitate to call with a question.
Our fixed monthly pricing includes unlimited phone calls and emails — because good decisions shouldn’t be delayed by fear of being billed hourly.
Who We’re a Good Fit For
We work best with healthcare practice owners who:
- Want proactive planning
- Value regular communication
- Have an interest in understanding their practice financials and profitability
- Want long-term strategic guidance
If you only want tax filing once per year with no communication or proactive planning, we may not be the right fit — and that's okay.