Solutions for Professional Service Providers

We are committed to helping professional service providers build successful businesses. Our skilled team of financial experts have years of experience in providing accounting, tax, and consulting services to professional service firms—including physicians, attorneys, dentists, veterinarians, chiropractors, insurance providers, e-commerce and IT professionals and more.

Our trained staff understands the unique challenges that your service-based business faces. As your trusted advisors, we work with you throughout the year to evaluate your practice and ensure your financial needs are met. Because we cater to the specific requirements of your industry, we are able to develop a customized plan that will soon have you measuring up against or even exceeding industry benchmarks. Our critical analysis and practical solutions will identify business trends and opportunities for growth, and help you improve the operations, efficiency, and profitability of your practice. We work closely with you to evaluate your practice in five key areas, including:

  • Bookkeeping & Accounting
  • Taxes
  • Practice Performance Management
  • Practice Management Processes & Issues
  • Payroll & Employee Issues

QUESTIONS ABOUT A TAX ISSUE? ASK OUR EXPERTS.

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From Our Blog

  • The Great Resignation: What’s next?

The Great Resignation: What’s next?

June 30th, 2022|

The Great Resignation: What’s next? We’ve all heard about—or been affected by— The Great Resignation: Workers leaving their jobs in record numbers over the past year, looking for better pay, work-life balance and flexibility. And while workplace experts don’t necessarily expect the same spike in quitting in 2022, they do see the trend continuing throughout the year. What does this mean for small business owners? It means that the [...]

  • Google My Business 101

Google My Business 101

June 16th, 2022|

Google My Business 101 Does your business serve in-person customers during regular business hours? Then you definitely need to make sure you’re maximizing the benefits of a free Google My Business (GMB) listing. Here’s a quick primer—direct from Google—on how to optimize the SEO benefits of this free platform to increase your business. HOW CAN GMB HELP YOUR BUSINESS? If you run a business that serves customers at a particular location [...]

  • 6 strategies for cash flow control

6 strategies for cash flow control

June 2nd, 2022|

6 strategies for cash flow control Slow periods in your business are just part of the entrepreneurial journey. In fact, they can be a good thing: Downtime can provide the opportunity to review and reset revenue goals. That is, unless you can’t afford to bridge the gap between your typical flow of income and the unexpected shortage. The ability to analyze and control where your money is coming from—and [...]

  • What are source documents…and why does my business need them?

What are source documents…and why does my business need them?

May 26th, 2022|

n a financial transaction, it’s all about the paper trail. As a small business owner, whenever you conduct a transaction—even something minor like purchasing a box of pens for your business—the receipt for that transaction and any supporting documentation become what’s known as source documents. Those original documents, in turn, become an essential piece of the paper trail your accountant follows to create accurate tax returns and other types [...]

  • 7 hot ways to boost summer sales for your small business

7 hot ways to boost summer sales for your small business

May 19th, 2022|

7 hot ways to boost summer sales for your small business People do lots of things during the summer—take vacations, grill in the backyard, attend ball games and go to the beach, among other pursuits. What kinds of things don’t they do in the summer? Well, spend time indoors patronizing businesses, for one. That’s why you might hear a business owner refer to “the dreaded J months,” which encompass [...]

  • How to tune up a home office when you don’t have one

How to tune up a home office when you don’t have one

May 10th, 2022|

While “under a blanket on a cold winter day” isn’t the worst place to work, it’s a good idea to regularly assess your remote working environment—especially if you don’t have a full home office setup—to decide if anything needs an adjustment or upgrade. Here are four important points to consider: Desk—Insteadofworkingatthediningroomtableoronthecouch, is there a corner of your home that can accommodate a small desk? Furniture makers have stepped up [...]