Tax Advice, Accounting and Bookkeeping to give you

A PIECE OF MIND

Our team of CPAs and tax experts provides comprehensive, one-stop-shop solutions tailored for medical, dental, and professional offices.

OUR SERVICES

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Accounting, Bookkeeping, and Payroll

We provide a comprehensive range of accounting services, covering everything from initial setup to ongoing bookkeeping, payment reconciliation, inventory tracking, invoicing, and payroll management.

Success
Financial and Management Reports

We specialize in crafting tailored financial and industry reports for medical and dental offices, empowering you to confidently manage your finances. With custom budgets and regular follow-ups, you gain precision in planning your activities

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Tax Preparation, Compliance and Planning

Beyond fundamental accounting, we specialize in tax preparation, compliance, and strategic tax planning. Our dedicated team, inclusive of CPA experts, ensures accurate tax advice aligned with industry best practices

Why Clients Trust Us?

We are a team of accounting and financial experts holding designations such as CPA, CFA, and Enrolled Agent, backed by extensive experience. With a history spanning over 60 years, our company has consistently delivered trusted services to thousands of clients.

How we work

We take pride in assuring you that the personal assistance you receive is backed by years of advanced training, technical experience, and financial expertise. We firmly believe that filing your return is primarily an art of communication. Rest assured, we have your back and are committed to putting forth our best efforts to contribute to your growth

Our SPECIALTY

We are a boutique bookkeeping company offering efficient solutions tailored for medical, dental, and professional services companies. Our dedicated professional staff is committed to delivering close, personal attention to clients, ensuring you feel heard. We perceive each client relationship as a partnership, firmly believing that our success is linked to your success

your success

If you seek an up to date approach, you’ve found the ideal destination. Elevating your business to new heights is our specialty. Attentive to client needs, we treat your business with the same care as our own. Choosing us means your business isn’t on a solitary growth journey. We genuinely invest in it, striving to assist you in realizing your full potential

Who we work with

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Doctors

We provide a suite of accounting and tax services tailored for medical offices, providing specialized reports and Key Performance Indicators (KPIs) specific to the medical industry. Our expertise extends to analyzing lab and overhead expenses, ensuring the efficient operation of your office

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Dentists

We provide you with dental industry-specific reports and Key Performance Indicators (KPIs) to look over your office expenses, ensuring the efficient operation of your dental practice. Regular evaluations of expenses and staff performance contribute to maintaining consistency in profitability

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Professionals

Beyond accounting and tax compliance, our expertise extends to collaborating with professional services companies, providing forecasting and budgeting services. Termed as fractional CFO (strategic) or Controller services (tactical), these offerings contribute to effective business development

What our clients are saying

Our medical office has been a client for over 15 years, during which we have enjoyed exceptional accounting and tax services. Knowing that we don’t have to think about bookkeeping and taxes allows us to focus on running our business. Highly recommended!
Doctor Stefan Pentchev
Dr Stefan Pentschev, MD
California
The team provides our family and business with insights into our finances and empower us with knowledge, fueling the growth of the business. Having someone to advise us and ensure we are on the right path has been priceless. Next tax season, we can be calm.
Victoriq Tsotskova
Victoria Tsotskova
Boston, Massachusetts
We have been using the accounting services for over 25 years now. The advice we received has been a game changer for our dental practice. The team doesn’t just do your taxes/bookkeeping, but also spends time regularly during the year to provide tax planning and budgeting.
Dr Ralph Lauretano, DMD
Massachusetts
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Years of Experience

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Clients

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Tax Forms Prepared

Companies we work with