Services.
We offer a variety of services designed to help business owners minimize their taxes, improve their revenue and simplify their business. Our advisors and accountants understand our clients’ businesses, having worked alongside physicians, dentists, veterinarians and other professionals for more than four decades.
As tax laws, regulations and the markets continue to change, we’re your partner to navigate these situations.
We can analyze, plan, and implement a combination of strategies that not only create a more efficient practice but also maximize profits and minimize taxes. Hundreds of business owners across the nation have benefited from the expert advice of our team.
Here are some of the ways in which we can help your business:
Tax minimization
Fractional CFO
Revenue optimization
Overhead reduction
Business management
Tax minimization
Reducing income tax by changing how you claim deductions for:
- Auto leases
- Auto expenses
- Promotional expenses
- Travel
- Equipment agreements
- Home office activities
- Meetings at your home
- Retirement plan contributions
- Insurance
- Shifting income among family members
Fractional CFO
Our team works closely with small businesses to understand their business and reporting needs assisting you with:
- Reports and Dashboards
- Budgeting
- Forecasting
- Scenario Planning
Revenue optimization
- Increasing patient volume through targeted marketing
- Improving managed care negotiations
- Implementing effective collection techniques
- Evaluating ancillary services/fee structures
- Establishing embezzlement controls
Overhead reduction
- Properly managing staffing levels and costs
- Maximizing the use of technology
- Analyzing, comparing, and reducing the costs of your supplies and services
Business management
- Compliance
- Business planning
- Human resources
- Buy-ins
- Exit strategies
Are you ready to find the right strategies to minimize your tax burden, increase revenue and maximize profit? Let's chat!