Full-service accounting with daily oversight, weekly transaction management, and monthly close procedures—not just data entry.
Dedicated controller-level oversight of your entire financial operation with proactive issue identification.
Strategic financial leadership through bi-weekly meetings, forward-looking analysis, and plain-English guidance.
Quarterly tax strategy meetings with year-round planning, entity optimization, and CPA coordination.
Strategic oversight of 401(k) Safe Harbor and Cash Balance Plans with compliance monitoring and cash flow modeling.
Annual meetings with estate planning attorneys, trust administrators, and investment advisors to align financial strategies.
Demonstrated experience with medical and dental practices, including multi-entity structures and complex retirement plans.
Controller- or CFO-level lead assigned to your account—not a rotating cast of junior bookkeepers
Established communication cadence with agendas, action items, and documented follow-through—not reactive firefighting.
One person owns your financial accuracy and coordinates seamlessly across tax, retirement, insurance, and estate planning.
We work directly with your CPA, estate attorney, retirement plan administrator, and investment advisor.
Every transaction is documented, categorized, and reconciled to bank and auditor standards—not QuickBooks defaults.
We learn about your practice structure, entities, retirement plans, and financial goals.
We audit your current systems, processes, and advisor relationships to identify gaps and opportunities.
We implement our service cadence, establish communication rhythms, and integrate with your existing advisors.
Daily monitoring, bi-weekly meetings, monthly reporting, quarterly planning—continuous optimization.
For practices needing comprehensive bookkeeping, accounting, and basic CFO oversight.
For practices focused on scaling, strategic planning, and multi-advisor coordination.
For multi-location practices, DSOs, and complex entity structures.
