Professional accounting for therapist & medical practices
Spend your time on your practice while we provide stress-free bookkeeping, planning, and tax compliance.
BASIC: ADVISORY & TAX
- Preparation of your Individual Tax Return
- Business Tax Preparation on Schedule C
- Legal Entity Review (LLC/S-Corp)
- Business Deduction Optimization
- Quarterly Tax Estimate Calculation
- Personalized Year End Tax Plan
- Year End Meeting
- Retirement Plan Evaluation
INTERMEDIATE: ADVISORY, TAX PREP, BOOKKEEPING
- Preparation of your Individual Tax Return
- Business Tax Preparation on Schedule C
- Legal Entity Review (LLC/S-Corp)
- Business Deduction Optimization
- Quarterly Tax Estimate Calculation
- Personalized Year End Tax Plan
- Year End Meeting
- Retirement Plan Evaluation
- Online Bookkeeping System to Track Cash Flow
- Online Accounting System Hosting Fee (Xero)
- Record Transactions for 1 Bank and 1 Credit Card
- Annual Cash Flow Analysis
- Reconcile Quarterly
ADVANCED: ADVISORY, TAX PREP, BOOKKEEPING
- Preparation of your Individual Tax Return
- Business Tax Preparation on Schedule C
- Legal Entity Review (LLC/S-Corp)
- Business Deduction Optimization
- Quarterly Tax Estimate Calculation
- Personalized Year End Tax Plan
- Year End Meeting
- Retirement Plan Evaluation
- Online Bookkeeping System to Track Cash Flow
- Online Accounting System Hosting Fee (Xero)
- Record Transactions for 1 Bank and 1 Credit Card
- Quarterly Cash Flow Analysis
- Quarterly Meetings
- Reconcile Monthly
GET IN SYNC WITH YOUR GOALS
We provide effective support and strategy to grow your business
