Services
Precise Bookkeeping
Cloud-based software for real-time access, with weekly financial data categorization and monthly account reconciliation.
Timely Payroll Services
Accurate biweekly payroll processing, including payroll taxes and direct deposits for you and your employees.
Monthly Financial Reports & Check-ins
Receive detailed financial reports every month and financial check-ins to ensure you are on track with your goals.
Financial Analysis & Strategy
Regular analysis of your financial data to ensure alignment with your goals and adjust strategies as needed. We have 30+ years of experience starting, building, and growing practices. You join our other elite 1% of wealthy doctors who helped developed our system.
Comprehensive Tax Planning
Year-round strategies to optimize deductions. We provide products that create $50,000 or more in deductions that goes into your pocket - not the IRS. We transform your tax money into wealth-building assets. No other company has our financial expertise for doctors.
Dedicated Support & Partnership
We are your trusted allies, providing consistent support and friendship through all life's challenges. You are part of our community. If you qualify, you are a member of an elite group of the top 1% of wealth accumulating doctors.