Healthcare Professionals

Dentists, Physicians, & Health Professionals

Your dental or medical practice depends on your talent, experience, education. And above all, having the time to succeed, which means you can’t afford to spend all your time worrying about finances. With decades of experience, specialized medical and dental practice management expertise, and up-to-the-minute accounting practices, our team has the know-how to make your financial life a success.


Specialty Services Designed for Your Professional Practice

We will help you with virtually every aspect of accounting and business management.

  • Accounting & Financial Statement Preparation
    We analyze every aspect of your practice’s finances, giving you a detailed, accurate understanding of the big picture — and helping you develop plans and strategies for growth.
  • Payroll Services

    We offer complete payroll services, or we can help you develop and manage your own in-house payroll system.

  • Tax Preparation & Planning
    Delivering customized tax strategies that minimize your tax burden and chances of an audit. We keep you up-to-date on your tax liability throughout the year, so you’re never surprised on April 15.
  • Retirement Plan Solutions
    We help you establish and manage a retirement plan that benefits both your employees and your practice without you having to stay abreast of every change in IRS policy.
  • Practice Transition
    We help you develop a transition plan that’s consistent with your financial goals and allows you to make decisions based on real financial data to give your practice the best possible start and potential for growth.
  • Personal Financial Planning
    We make financial planning an ongoing conversation, and work with you continually to address areas of concern, explore alternatives, and ensure that the goals of your practice are in line with your personal objectives.