What We Offer
Tax Advisory Services
Our Tax Advisory Services go beyond traditional tax preparation by proactively identifying opportunities to minimize your tax liability. It involves a comprehensive analysis of your financial situation, including income, investments, and deductions, to develop personalized strategies that maximize your tax savings.
Start Up Business Services
The premier solution for streamlined tax planning and customized accounting setup designed specifically for start-ups. Benefit from our foundational strategies and seamless accounting support to establish a strong financial base for your business. Explore our Core Tax Planning service tailored to meet the unique needs of start-ups, allowing you to focus on growing your business with assurance and clarity.
Client Accounting Services
Our Client Accounting Services are tailored for group practices, offering comprehensive bookkeeping support with specialized accountants in the mental health industry. We provide assistance with compensation planning, payroll, and regular Financial Review meetings to alleviate stress for practice owners.
CFO Service
Our CFO package offers comprehensive services, including those provided in the Full Service package, with the added benefit of a fractional Chief Financial Officer who takes a holistic approach to your practice. We assist practice owners with forecasting, budgeting, compensation, expansion, and more, making it an ideal choice for fast-growing practices preparing for growth, expansion, or business exit strategies.