Healthcare Practices and Providers

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Healthcare Practices and Providers

As dentists, doctors, and other healthcare practitioners, your time is valued at a premium. We help manage the financial health of client practices by providing the following services:

  • Integration of personal and business tax plans
  • Bookkeeping, accounting, and financial statement preparation
  • Asset management, including purchase versus financing analysis
  • Retirement plan consultation and coordination with planners and administrators
  • Development of succession plan or exit strategy
  • Budgeting