Goodbye, guesses. Hello, clear financial reporting.

We handle your accounting, bookkeeping, and taxes so you have the support you need to grow your practice and increase your wealth. Whether you need help with profitability analyses, cash flow forecasts, expense management, internal controls, or more, our team is ready to help you succeed.
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Financial control and clarity. Since 2011.

Modern practices are outsourcing their accounting and tax functions so they can focus their time and energy on delivering an amazing patient experience. Since 2011, we’ve been helping companies gain control and clarity over their financial performance so they can make proactive decisions that drive success. If you’re ready to get started, contact us today!

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Common Questions

Frequently Asked Questions

Can you help me file my personal tax returns?

At this time, we do not provide personal tax assistance as a standalone service offering. We only provide personal tax return assistance for business clients, as part of our tax optimization services.

What is the difference between managed accounting and accounting support?

Our managed accounting services are designed for companies that need an affordable, all-in-one service that handles their bookkeeping, accounting, and tax needs. For companies with staff bookkeepers or accountants, our accounting support services are a scalable, affordable way to supplement any deficiencies.

How is tax optimization different from tax services on other websites?

Our time in the tax industry has shown us that typical tax filing services often recommend hasty or slipshod tactics to ensure last-minute filings get some tax savings. Unlike these services, we take a prudent, year-round approach to taxes. We meet regularly throughout the year to review and assist with taxes and recommend proactive adjustments and actions in light of current tax updates to ensure your business uses all possible deductions and credits.

Where can I learn more about the ERC tax credit?

We’ve invested a significant amount of resources into educating people about the myths and facts of the Employee Retention Credit. You can read our articles here.