• Are you mystified as to where your money is going every month?
• Does keeping up with the accounting and bookkeeping information take up too much of your valuable time and money?
• Have you had to pay late fees or penalties due to missed due dates on credit cards or other invoices?
• Do you feel like you should be better at using your financial information to manage your practice?
• Are you using separate payroll, accounting and tax systems?
• Is tax time a confusing headache?
• Do you wonder whether you are operating at a profitable level?
• Are you using a person to handle your bookkeeping/accounting who has not been specifically trained to do so?
• Would your practice run more smoothly with a formal written set of operating procedures in place?
• Is your accounting software over 3 years old? (If you asked, “What accounting software?” - answer yes!).

We do not take the place of your CPA. Tax returns, audits, opinions and other CPA services are still handled by your trusted CPA. We work with your CPA as needed to make sure your company has a GAAP compliant set of books.