Process

Accounting & Tax

We take care of your clinic accounting from bill payment, payroll, to moth end bank reconciliation. So you can concentrate on what you do the best and spend more time with your patients, business partners and most importantly, your family.

Since accounting is prepared on monthly basis, we can notice tax compliance issues much faster and earlier than a traditional accounting office. This enables us to mitigating these issues on a timely basis and with minimal tax implications.

Corporate Structure and Family Tax Planning

We have in-depth knowledge in corporate tax planning, personal, estate and trust tax planning. These skills are invaluable to our clients to help them legally minimize the tax bill of their business and family. So greater savings can be achieved and wealth can be retained in our clients family and passed down to their children.

We provide you a package of Financial and Analytical Reports each Month

  • Balance Sheet
  • Income Statements
  • Detailed Transaction Lists
  • Custom Reports

We help you discover your internal control weakness on an ongoing basis

  • Cash leakage
  • Implement key Segregation of Duties
  • Accounts Receivable and Write off Monitoring
  • Etc.

Analyze and Compare your practice

  • Benchmarking
  • Dental Supplies
  • Rents
  • Staff Salaries
  • Utilities
  • And most importantly – Owner’s profitability