Accounting, Bookkeeping and Tax Advice that will provide you with

A PIECE OF MIND

Our CPAs and TAX experts offer complete one-stop-shop solutions to medical, dental and professional offices

OUR SERVICES

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Accounting, Bookkeeping, and Payroll

We offer a COMPLETE set of accounting services — from initial setup to ongoing bookkeeping activities, payment reconciliation, inventory tracking, invoicing & payroll

Success
Financial and Management Reports

Our services include running financial and industry reports for medical and dental offices with which you will be in control of your finances. Creating a budget and following up on a monthly basis will allow you to plan your activities

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Tax Preparation, Compliance and Planning

In addition to the basic accounting, we offer tax preparation, compliance, and tax planning. You will get a team that includes CPA experts, to ensure that everything is completed according to best practices

Why Clients Trust Us?

We are a team of accounting and financial experts with CPA, CFA and Enrolled Agent designations and many years of experience. Our company was started more than 60 years ago and has provided trusted service to thousands of clients

How we work

We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial expertise. We strongly believe that accounting is largely an art of communication. We have your back and we will put in our best to contribute to your growth

Our SPECIALTY

We are a boutique bookkeeping company that provides efficient solutions to medical, dental and professional services companies. Our professional staff is committed to providing close, personal attention to clients. With us you’ll feel heard.  We view every client relationship as a partnership and truly believe that our success derives from your success

your success

If you are looking for a modern practice, you’ve come to the right place. We can help you take your business to the next level. We listen to our client requirements. We care for your business as our own.   When working with us, you aren’t growing your business alone. We take a sincere interest in it and genuinely want to help you reach your potential

Who we work with

Doctor
Doctors

We offer a COMPLETE set of accounting and tax services to medical offices, including medical industry specific reports and Key Performance Indicators (KPIs). We can analyze your lab or overhead expenses to make sure you are running your office efficiently

dentist
Dentists

We utilize dental industry specific reports and KPIs. We can scrutinize your office expenses to make sure you are running your office efficiently, e.g. you can look at your expenses and staff performance on a regular basis, to ensure consistency in profitability

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Professionals

In addition to accounting and tax compliance, we can work with professional services companies to offer forecasting and budgeting services. This is known as fractional CFO (strategic) or Controller services (tactical), and is extremely valuable for 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 35 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