We understand the problems you're dealing with!
Are you struggling with:
Not getting your financials timely so you can make strategic decisions?
A CPA that only looks in the rearview mirror?
Always feeling like you are calling your CPA to tell them about a tax strategy you heard about?
Lying awake at night worrying about cashflow and making payroll?
Wearing too many hats within your practice?
How to get new patients in the door?
Let's Get to Work
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, staffing, software, equipment, and financials.
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) 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
Having the right numbers are the foundation to making the right business decisions.
We want to help you make work optional, protect your family and help you sleep better at night.
Financials only help if you know what they mean. We help you know what the financials are telling you.
Tax Planning & Preparation
Taxes are inevitable, but you shouldn't have to pay more than your share.