They should be your advocate.
You work hard. You deserve someone who will roll up their sleeves, and help your practice become more successful and more profitable.
That’s why we take a pro-active role as your CPA. Contact us today.
We are actively involved with practice owners and help them make the best decisions and avoid costly mistakes.
Our most successful clients are the ones who contact us regularly.
In plain English, we don’t just talk once a year to file taxes.
We are actively involved in making your practice more profitable.
So you can focus on serving your clients and see your practice grow.
When you receive expert financial guidance and advice you worry less about money.
We look at how your practice is structured, where you want to go, and guide you on the best way to get there.
An outside set of eyes and ears to help you make the smartest decisions.
A growth plan with goals that are clear and actionable.
With year-end accounting and ongoing bookkeeping, every dollar is accounted for. When it comes to taxes, you have options. We develop strategies to reduce your tax burden and find legal opportunities to only pay what you owe.
We want to stay in touch so we’re on the same page, all questions are crystal clear, and we roll out the best strategies to grow your practice.
We use email to send info, but we don’t use it as a communication tool. We are there for you anytime during business hours by phone. Simply make an appointment.
Unlike most CPAs, we also group conference (phone or Zoom) with practice managers, other stakeholders, and practice advisors (like financial planners and attorneys). Everyone follows the same game plan and you have a united team taking decisive action in the service of your practice.
(August & November)
Bi-annual review meetings allow us to make sure you are maximizing the best tax-saving strategies throughout the year.
Initial deep-dive into retirement plan needs, creation, restructuring, and most advantageous tax and savings benefits.
A risk-managed plan to achieve financial goals and advantageous tax saving benefits.
Evidence-based analysis of pricing, costs, and overhead to drive up profitability.
Need help with our online portal?
Your questions will be answered promptly and always by a real person.