Solutions for Professional Service Providers
We are committed to helping professional service providers build successful businesses. Our skilled team of financial experts have years of experience in providing accounting, tax, and consulting services to professional service firms—including physicians, attorneys, dentists, veterinarians, chiropractors, insurance providers, e-commerce and IT professionals and more.
Our trained staff understands the unique challenges that your service-based business faces. As your trusted advisors, we work with you throughout the year to evaluate your practice and ensure your financial needs are met. Because we cater to the specific requirements of your industry, we are able to develop a customized plan that will soon have you measuring up against or even exceeding industry benchmarks. Our critical analysis and practical solutions will identify business trends and opportunities for growth, and help you improve the operations, efficiency, and profitability of your practice. We work closely with you to evaluate your practice in five key areas, including:
- Bookkeeping & Accounting
- Taxes
- Practice Performance Management
- Practice Management Processes & Issues
- Payroll & Employee Issues
From Our Blog
Your Ultimate Guide To Stay On Good Terms With The IRS – 5 Examples That Are Not Legal Write-Offs
Stay On Good Terms With The IRS Taxes are complicated, but they don't have to be. We have to follow the rules to avoid trouble with the law. These rules are in place to protect us and ensure everyone pays their fair share in taxes. These same rules also offer a way for American citizens to save money on taxes; however, before we talk about that, let me [...]
Tips for this tax season
Did you know that there are still some key tax transactions you can make to reduce the taxes you owe and put you in a better position when filing your return? We have some tips to help you learn more—and please reach out to our team for additional insights that could save you even more this tax season. Rev up your retirement accounts A key tax-saving move is to [...]
An attitude of gratitude
An attitude of gratitude 20 things to be thankful for this year  When is the last time you thought about what you’re most thankful for? If you’re like most of us, it was probably last Thanksgiving. But even crazy and chaotic years have their points of light, so here’s a handy list to help prepare yourself in case you’re put on the spot at this year’s Thanksgiving dinner. [...]
Gifts and incentives: Know the tax rules and write-offs
Whether personal or business-related, the holidays are a popular time to give and receive financial gifts. It's important to keep the tax rules in mind since they can affect both the giver and recipient. We have some information to help you navigate the naughty and nice list for cash and investment gifts (and remember to visit irs.gov for the most current information). As defined by the IRS, gifts include [...]
8 Tax-Saving Tips for Small Businesses
Tax-Saving Tips for Small Businesses Personal taxes can be complicated. Business taxes can be even more difficult. If you own a small business, tax time can be challenging. The livelihood of any company is at least partially dependent on its ability to minimize its tax liability while meeting the requirements of the IRS. While taxes are rarely enjoyable or interesting topics, they’re a part of any business owner’s life. [...]
Future Business Trends
The past year has been a whirlwind for everyone, particularly businesses impacted by COVID-19. While it's been a challenge to adapt and navigate through so many uncerÂtainties and changes, the pandemic has also brought new and exciting opportunities for businesses willing to adapt. Here are some key business trends to be aware of as you work to optimize business results in this new environment. E-commerce is booming While online [...]