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 identify the problems which are the opportunities to help 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.

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.

Accounting Firm Support

Cloud conversion, training and support as well as proactive business and planning under your firm umbrella.

From our Blog

This tax season, accountants are double-checking their software

These days, accountants and tax preparers use software to prepare and file your taxes. It allows them to do the calculations faster and to file online with the IRS. But it’s not always like that. In the Market Place article, Marielle Segarra interviews our director Andrea Parness about double-checking the software and how accountants have to remember the software is just a tool, and they can’t let it do all…  Read more

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