Health Professionals

Professionals in the healthcare industry require specific tax and financial processes. That’s why our team is dedicated to helping you implement systems to create the efficiencies which drive profits within your practice, a better experience for your patients, time for you to spend with your family, opportunities to pursue your interests,  and guidance to help attain your future goals.

Casualty Loss - Reporting & Prevention

Tax savings from the proper reporting, Loss prevention from proper planning.

Business Growth & Advisory Strategies

Using our proactive 3 step system we IDENTIFY opportunities and concerns, EVALUATE current processes and systems and CREATE and implement consecutive 90-day action plans to meet your pre-set goals and objectives.

Accounting Firm Support

Let us support you by helping you take the first step of migrating your client base to the cloud and creating seamless communication between accounting systems and billing, payment and payroll processes.

Your Business Plan Health Check

Is it time your business had a health check? We offer a complementary Business Plan Health Check which quickly enables you to identify problem areas. These problems indicate opportunities where you can make improvements to help you create the business you want. Simply enter your details below and get started!

 

Health Professionals

Turn your medical practice into a great business by implementing our 6 W.R.I.T.E.S.

Click through to see what these initials mean & can do for your business.

Casualty Loss – Reporting & Prevention

Tax savings from the proper reporting, Loss prevention from proper planning.

Business Growth & Advisory Strategies

Let us create and maintain real-time business systems that result in optimized productivity, profitability, customer experience and insight.

Tax Minimization Planning

Take advantage of the “Legal Loopholes” in our tax system by working with us to create a customized Strategic Tax Plan which will save you money.

From our Blog

Another Great Day at Quickbooks Connect…Sharing my Takeaways

I hope you enjoyed my photos and takeaways as much as I enjoyed sharing with you.  Please do send feedback if these tips have resonated with you.  Please share in the comments if and how you have implemented them in your firm/business/practice, I hope you can tell from these photos that I have taken “selfie” taking lessons. Andrea & Ivette You can be an inspiration to your accountability coach when…  Read more

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