Professional Services

When you need a strong partner to guide you with financial management, tax planning, retirement planning and human capital challenges, we can help you create a buisness plan set for action, bookkeeping and solid accounting.

Whether it’s medical, legal, architectural, engineering or creative, we work to position you with the ability to gain the most from financial opportunities and be prepared to weather any storm.

We can assist you with your operation including:

• Choice of business entity
• Member, partnership and shareholder agreements
• Qualified and non-qualified retirement plans
• Banking relationships
• Documentation and negotiations related to practice expansion or sale
• Succession planning
• Dashboarding
• Operational efficiency analyses
• Technology consulting