Your Trusted Partner in Industry-Specific Solutions

Small and Medium Business & Creatives

Tools for Entrepreneurs

For the past three decades, our firm has been on a mission to empower small and medium-sized businesses (SMBs) by providing them access to the same caliber of tools, skills, and training that are typically only available to large corporations. We firmly believe that every business, regardless of size, deserves the opportunity to compete on a level playing field. By leveraging our skills and resources, we have developed a comprehensive suite of solutions designed to address the unique challenges faced by SMBs. From state-of-the-art technology platforms to personalized coaching and development programs, we equip small business owners with the knowledge and capabilities they need to thrive in today's competitive landscape. Blending the skills of a CPA with that of Business and Leadership Coaches empowers our goal is to be a true partner in SMB success, helping them streamline operations, improve profitability, reduce taxes and achieve their full potential. With our support, SMBs can confidently carve out their own path to long-term growth and prosperity.

MEDICAL

Elevate Your Practice

Medical professionals are dedicated to saving lives and improving health outcomes, but running a medical practice comes with its own set of challenges. Balancing patient care with administrative tasks, managing staff, and staying compliant with ever-changing regulations can be daunting. Our team provides comprehensive support to medical practices, offering solutions for efficient management, financial planning, and regulatory compliance. We ensure your practice operates smoothly, allowing you to concentrate on delivering top-notch medical care.

independent pharmacy

Empower Your Team

Independent Pharmacists play a critical role in healthcare, but they also face unique challenges such as managing inventory, cash flow, dealing with insurance companies and distributors, ensuring compliance with regulations - and new requirements to ensure that patients actually take their meds. These tasks can be time-consuming and complex. We understand the nuances of operating an independent pharmacy and their systems.  Our services for pharmacies include accounting and tax management, operational systems, and strategic planning. With our support, you can focus on serving your customers, improving their health outcomes, and differentiating yourself from the Big Box and mail order competition.

VETERINARY

Boost Efficiency

Veterinarians are passionate about animal care, but running a veterinary practice involves much more than treating pets. Managing staff, handling finances, and ensuring compliance with veterinary regulations can be overwhelming. We provide veterinarians with the tools and strategies needed to run a successful practice, from financial planning to operational improvements. Our goal is to help you create a thriving practice that allows you to focus on providing exceptional care to animals.

REAL ESTATE

Strategic Growth for Real Estate Businesses

Whether a flipper, landlord, agent or broker, Real estate investors and professionals operate in a dynamic and competitive market where staying ahead requires keen business acumen and strategic planning. Whether you're dealing with property management, real estate investments, or sales, our team can help you navigate the financial and operational challenges. We offer services ranging from tax strategy and financial planning to business development ensuring you have the insights and support needed to succeed in your industry.

CONTRACTORS

Optimize Cash Flow

Contractors, whether home builders, commercial or sub contractors, face unique challenges such as project management, cash flow issues, sales tax, and regulatory compliance. Balancing these tasks while ensuring the quality of your work can be difficult. We support contractors by providing solutions for financial management, project planning, and operational efficiency. Tax elections for contractors can save on taxes but complicate the financials. Our services help you make sense of your business processes, improve profitability, and focus on delivering high-quality projects on time and within budget.