Successfully operating a medical or dental practice in today’s ever-changing environment is a difficult task. It takes hard work, skill and a strong foundation in business.

As our client, we will be your financial advisor in making numerous financial decisions, and can assist you with important business issues such as:

  • What kind of business entity should you use?
  • What kind of retirement plan should you have?
  • Should you own your own building?
  • Is it better to lease or buy your equipment?
Who We Are

We have been helping physicians and dentists with these financial decisions since 1982. We are in seventy-five medical and dental offices every quarter and we share our practical experience with you. You can depend on us to give you the advice and support needed to operate a successful practice.

We have also created a network of diverse contacts with other skilled professionals that can be a great asset to our clients. Personal service and quality define our philosophy. Our firm is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accounts.

Our Services
  • Bookkeeping and Financial Statements
  • Payroll Taxes
  • Process Automation and Systems Integration
  • Production and Overhead Analysis
  • Financial Projections and Budgeting
  • Cash Flow Management
  • Profit Sharing and Bonus Calculations
  • Practice Valuations
  • Practice Acquisitions and Sales
  • Doctor Buy-Ins and Buy-Outs
  • Compensation Proposals for New Doctors
  • Corporate and Individual Tax Preparation
  • Strategic Tax Planning