Doctor

Whether you are a doctor, optometrist, chiropractor, or physical therapist you understand the value of education and the importance of maintaining health. We help you maintain your financial health by specializing in the taxation and financial management for healthcare service industries. Whether you are working as an associate, buying a practice, growing a practice, or looking towards retirement we are ready to be part of your team. We provide three levels of service for our Medical practice clients to fit your needs.

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Level #1

This level includes your yearly and quarterly tax filing, year-end tax planning, and availability for consultation when the need arises. When the IRS calls we have your back. You have the advantage of having someone who knows your industry preparing your returns. If you ever need additional help, you request specific projects billed at an hourly rate.

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Level #2

In addition to the services provided in level 1, we will have monthly meetings to go over the health of your practice. We will review, train, and report on your financial record-keeping, allowing you to drive your practice with timely and accurate information. Together we will make budgets giving you a better grasp on your cash flow. At this level you can think of us as your practice's CFO.

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Level #3

In addition to the services provided in levels 1 and 2, we will handle all of day-to-day bookkeeping needs.

Which level of service is right for me?

Every practice is different and their needs change as their practice grows. Our most extensive service can be great for a practice who's staff is at full capacity and doesn't have a full time office manager/bookkeeper. For a practitioner who loves running numbers and pouring over financial data, level 1 will fulfill all of their tax compliance needs. It really depends on the practice. We always go through the three levels to make sure you are getting the best value for your style and stage.

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New Clients

Call to set up a free consultation. During the consultation we will talk about your practice and develop a plan. Consultation can be done over the phone or in person.