Worrying about your cashflow and making payroll.

Feeling like you are overpaying your taxes?

Being busy but not as profitable as you want?

Whether you should buy new equipment or hire a new employee?

Understanding where your profits are going?

Feeling like your CPA isn't providing the advice you really want?

  Let's Get to Work

Initial Process:

1) Fill out your info and we'll be in touch to setup a time to learn about your practice or just pick a time on our calendar.  

2) Our initial call will be to learn about you, your family and your practice including your goals, current concerns, practice financials, and tax situation.   

3) If we both feel like we are a good fit at the end of our conversation, then we will request access to your financials and a copy of some financial documents including your latest tax return through our secure portal.  

4) We will review everything we have talked about as well as review your documents. 

5) Finally we will follow-up to discuss package options for working together.  

You are faced with making financial decisions daily. we generally work with our clients on a monthly or quarterly basis to provide analysis, planning and advice.

  Tell Us About You

Accounting

Because having the right numbers is the foundation of any plan.

Wealth Building

We want to help you make work optional, protect your family and help you sleep better at night.

Business Planning

We help you understand the numbers, develop a plan and implement. Driving more profit to the bottom line is the single best way to grow your wealth.

Tax Planning & Preparation

Taxes are inevitable, but overpaying is optional.  We help put strategies in place to save you money and put more in your pocket.