As this dentist was starting their dental practice, they decided that they wanted to spend their time helping patients, not doing bookkeeping and accounting tasks.
We started our engagement by setting up their bookkeeping and payroll systems. Because it was their first practice, we coached them through the process of obtaining the necessary city licenses and submitting the required local and state filings.
Currently, we provide quarterly bookkeeping services and work closely with their financial advisor to optimize their retirement and tax savings. We're delighted to have played such a key role in this client's beginnings and look forward to helping them succeed in the coming years
"We invest ourselves in our client's business and consider it our duty to ensure each client's success."
Family-Owned Hotel Company Attracts Investors And Gains Clarity With Accounting And Tax Services