About Us

We can do as much or as little as you need. We can handle everything having to do with money or simple month end bank reconciliations and reviews. When we get on a call, we try to identify what you need and how we may be of help. We are here to assist you and not change processes and things you have that work well within your practice. We are here to fix pain points or take some work off your plate as well as free up employee time to work on revenue generating endeavors. How will you and your staff use this extra time?

Some of the basic services we offer are:

   · Accounts Payable, Entering and Paying Bills on time or with Early Pay Discounts

   · Accounts Receivable and Entering Deposits

   · Cash Flow Management 

   · Increasing Savings and Loan Pay off Goals

   · Credit Card Management and Credit Cards and Reward Points Management

   · Entering all Financial Transactions into Accounting Program

   · Bank Account and Credit Card Account and Loan Reconciliations

   · Preparation of Monthly Custom Financial Reports

   · Payroll and Payroll related Financials and Ratio Reporting (inhouse or payroll service)

   · Sales Tax Returns

   · Inventory Management

   · Debt Analysis

   · Tax Planning and Forecasting

   · 401K or Retirement Plan Reporting

   · Workers Compensation Quotes and Audits

   · Merchant Account Review 

   · Preparation of Financials Monthly and Year End Tax Returns  

   · Personal Financial Goals. You own the practice…. Now what?   What are your goals? 

   · Financials Analysis and Individualized Monthly Review.