DOCTORS, DENTISTS, MEDICAL PROFESSIONALS

Are you a physician or dentist with the dream of opening your own location? Do you own a practice already and need help analyzing your current business? You love running your business but hate accounting. Unlike most CPAs, I’m a healthcare consultant, and I can help you with all the accounting and financial planning so you can get back to doing what you love.

I HELP WITH:

• New practice formation

• Monthly Medical Accounting Services

• Analyzing your Medical Billings and Merchant accounts

• Analyzing the big three KPIs (Key Performance Indicators) of Practices – Payroll, Supplies, Staff Production

• Should you continue as an employee or a contractor?

• What’s better for your practice after the tax law changes C Corp or S Corp?

• Do you have Retirement planning incorporated in your business?

• Payroll Services

• Year-end Tax Planning and Preparation

REAL ESTATE PROFESSIONALS, INVESTORS, RENTALS

If you’re a seasoned investor, it’s your first time becoming a landlord, or need some advice getting into the game, I’m your guy. Unlike most CPAs, I’m an avid real estate rental investor myself and I understand the aspects of real estate for both investors and realtors.

I HELP WITH:

• Entity Formation—What’s best for you: LLC, Series LLC, or Trust?

• 1031 Exchange—how to sell your property, re-invest, and not pay tax

• Cost Segregation—did you accidentally leave some deductions on the table?

• Charitable Land Easements—how to get 10x deductions for charity

• Opportunity Zones

• Real Estate Syndicates

• Airbnb Rentals

E-COMMERCE ENTREPRENEURS

There are many professionals with degrees in accounting that are CPAs. But in today’s technology-driven world, most problems have very complex technical solutions or require a deeper understanding than just debit and credit. Unlike most CPAs, I have a degree in Computer Science.

I HELP WITH:

• New practice formation
• Delaware C Corp vs local LLC
• Monthly Accounting Services
• Understanding of SaaS and Affiliate payouts
• Payroll Services
• Tax Planning and Preparation

Providing booking, accounting or CPA services doesn’t make you a business advisor. My clients don’t just see me as an accountant. Unlike most CPAs, I understand and practice myself such complex areas as systems technologies, inventory management, and even marketing.

I HELP WITH:

• New practice formation
• Monthly Accounting Services
• Financial, strategic and tax advice for your service business
• Payroll Services
• Tax Planning and Preparation