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.

Book Your Free Consultation

From Our Blog

  • What’s your calendar style?

What’s your calendar style?

September 9th, 2021|

What’s your calendar style? As summer winds down and your calendar turns to September, let’s take a look at what kind of calendar you’re turning. In an over-scheduled world, a calendar is a necessity for staying organized—especially if you’re juggling work and household schedules. But there are so many types available that the choices can be overwhelming. That’s why we have a roundup of the advantages and disadvantages of [...]

  • Tax Tips for Homeowners

3 Tax Tips for Homeowners

August 26th, 2021|

Tax Tips for Homeowners You may already know that you can deduct the mortgage interest you pay on your home, but what other tax tips for homeowners are lurking in that house? One of the biggest challenges of owning a home is dealing with the tax laws, especially those around points and cost basis. Just a little bit of knowledge can really clear up these frequently confusing terms. Here’s [...]

  • How 529 Plan Works

How 529 Plans Work

August 12th, 2021|

How 529 Plans Work   A 529 plan is a way for people to save money for a specific individual to attend an institution of higher education. These plans (and there are many) allow for a tax deferment on all earnings and distributions, provided the distributions are used to pay for qualified expenses.   Financial planners consider 529 plans to be the best way for most to accumulate funds [...]

  • New Child Tax Credit

New Child Tax Credit

July 26th, 2021|

Kids are expensive. The advance Child Tax Credit payments are here to help. But could this credit negatively affect your tax bill? Many of my clients have been asking if they should be worried about making bank from the government. In today’s post, I’ll answer some of the common questions I’ve been asked and guide you through any steps you may need to take when claiming the Child Tax [...]

  • Change management for businesses

4 Core Principles of Change Management for Businesses

July 21st, 2021|

Change management isn't always easy and it can be especially messy when it involves an entire business. But it's necessary in an ever-changing world, which is why no organization can afford to remain stagnant. How can you be sure that any changes to your business run smoothly for everyone? By taking the time to think and work through the four core principles of change management, which we've outlined here. [...]

5 ideas for close-to-home summer fun

May 26th, 2021|

Summer’s here, and the world is opening up again. However, not everyone feels comfortable traveling just yet. And that’s fine—there’s lots of fun to be found in every area. Here are some ideas to help you and your family have an enjoyable summer close to home.   Stargaze—You don’t need a telescope to watch the stars; some advanced research, a pair of binoculars, free astronomy or NASA app, and [...]