Services For
Medical Professionals
Chiropractors, therapists, doctors, dentists, and orthodontists have unique accounting needs—and we get it. While you focus on your patients, let us handle the financial details. From streamlining your tax and accounting processes to managing key tasks, we free up your time so you can do what you do best.
Accounting & Financial Management
Accounting and Bookkeeping Services
- Accounting data entry / Bookkeeping starting at $400 per month
- QuickBooks Online, QuickBooks Desktop, QuickBooks Pro, QuickBooks Enterprise
- Accounting software conversion
Bookkeeping Services
- Online Based Reporting – so you always have access to your accounting data.
- Remote Access To The Bank Information – So you do not have to physically send us your accounting data each month.
- Real Life Support – We will ask you about things that are unclear so we can get your data in the correct category
Compilations and Financial Reporting
Compilations and financial reports are important for your business. If you have an SBA loan, or certain other bank loans, these types of financial reports may be a requirement. Also, compilations and financial reports can help you analyze your business. For instance, if you know you are preparing your business for sale, compilations and financial reports help businesses know that they can rely upon your business information more than an internally prepared financial statement. If you would like more information about accounting reports, feel free to contact us.
Bill Pay Services
Don’t trust just anyone to pay your bills. We have the tools, knowledge and reputation you can rely on. Plus, we offer a bill pay solution that is competitively priced. If you want more information about bill-pay services, feel free to contact us.
Tax Planning & Strategy
Business Tax Planning
We work with our clients to create the best tax environment possible. We cover issues like:
- Choosing an entity type, or changing your entity type
- Tax credits that are available for your business
- Structuring your business so you pay the least amount of taxes possible
Succession Planning for Your Business
If you are not able to run your business for any reason. Do you know who will run your business while you are dealing with a serious health issue, or a death or divorce? Your business may not be able to run without you being in the office. So, what should you do now to help your business as you deal with a major life issue? We can help you plan for the worst so you and your family do not have to worry about these issues if the worst should happen.
Structuring Your Business for Sale or Combining with Another Firm
If you are planning on selling in the future, you may have special questions, like how much cash will there be once I sell my business and pay the tax bill? If you are thinking about selling your business or combining with another firm we can help with things like:
- Helping you calculate the cash sales price after taxes have been paid for the sale or purchase of your company.
- Structuring deals to minimize taxes
- Working with your attorney to create buy-out clauses for deals, etc.
- Helping you through the negotiation process
Payroll & Employee Management
Payroll Services
We offer full service payroll starting at $59.50 per payroll run for bi-weekly full service payroll. In addition to scheduling your payroll checks we also offer the following services:
- Register your business for payroll taxes
- Time keeping solutions
- Direct deposit for employees
- Scheduling payroll tax liability payments
- We mean it, when we say that it is full service payroll. We offer full-service payroll without surprises and fine print.
Employee Benefits Planning
One of the most important and overlooked ways to keep qualified employees is to offer them benefits. Not only does it make them more likely to stay with the business, it can also create loyalty that turns into more engaged employees. If it has been more than a year since you considered your employee benefits then it is time to reconsider the types and amounts you pay for your employee benefits.
Financial Growth & Planning
Cash Flow Planning / Business Budgeting
Cash flow planning is very important for your business. We have many clients that cannot understand how their business is making money on paper, but they have no cash in the bank. We can help you create a budget. We can also provide real life suggestions that can help your business grow. We can also help you critically analyze your cash flow and make suggestions for helping your business succeed.
