Maximizing Potential for Professionals

Empowering Medical, Dental, Legal, and other Professional Services firms to achieve their maximum potential through our family-oriented culture, cutting-edge technology, and extensive tax/consulting expertise.

How We Help

Start-up consultation

Launching a law firm, medical practice, dentist office, or digital agency? Tap into our experience for valuable guidance on setting up your accounting for optimal success.


We manage all yearly/quarterly compliance tasks, from income tax returns and property tax returns to 1099s and payroll. This empowers you to concentrate on what you do best – running your business!


Need your books reconciled? No problem. We’ll handle all the hefty bookkeeping tasks and provide you with quarterly or monthly reports. Plus, enjoy real-time access to financial data whenever you’d like through our cloud accounting systems.


Need help with payroll setup and management? We’ve got you covered! Let us handle the details, making it hassle-free for you.

Tax/Financial Planning

We work to minimize your tax burden by providing year-round financial and tax guidance. Throughout the life of your business, we advise on optimal times to consider changes in tax entities, and assist in setting up 401k/Simple Plans, and more.


Expanding your team? Setting up your tech stack? Introducing a new partner to your practice and navigating compensation concerns? We’re here to assist you in making informed decisions for your business.

We help over 120 medical, legal, dental, and other professional service firms in over 30 states.

Let's Work Together