In our extraordinary times, we are able to partner with the hospitality industry to help them achieve an

increased bottom line and strategically assist with key business decisions.




– Our full-service offering

– Bring the practice advisory, accounting, financial, and tax expertise directly into your practice – without the full-time expense of highly qualified financial employees

– Take your growing practice to the next level financially by utilizing the expertise of multiple CPAs, allowing us to handle the numerous facets of your practice’s finances

– For the medical professionals that utilize our CFO Advisory services, our #1 priority is maximizing value for the owner(s) of the practice

– Entity selection assistance

– Ownership structuring

– New practice formation and business considerations

– Relationships with bankers, attorneys, financial advisors, and insurance agents to help with practice startup needs

– Loan negotiation assistance

– Operating agreement assistance

– Succession planning

– Valuation assistance

– Retirement planning, including assistance with setting up plans that maximize tax deferral opportunities for the owner(s)

– Profitability & expenditure review

– Financial planning & budgeting

– Cash flow modeling

– Lease vs. buy analysis




– Outsourced accounting assistance

– QuickBooks assistance by QuickBooks Certified ProAdvisors

– Preparation of internal financial statements

– Internal controls implementation

– Tax planning strategies

– Tax preparation for medical practice office, doctors, and other medical professionals

– Cost-savings possibilities when the medical practice’s business and physician’s personal taxes are prepared collectively- All federal, state, and local tax filings

– Quarterly estimate preparation

– New partner tax considerations

– Multiple office locations and multi-state tax filings

– Preparation of audited, reviewed, or compiled financial statements

Assistance with bank loan covenant requirements, office lease requirements, and additional assurance requirements

– Agreed-upon procedures

– Employee benefit plan audits