Services

Whether you are a one-person office or a multi-specialty group with multiple owners, we have over 100 years of experience dealing with professional service businesses. This includes all types of doctors, dentists, engineers, lawyers, and veterinarians. We can provide the following services:

• Review employment contracts for new key persons/owners
• Analyze buy/sell agreements between owners
• Supervise bookkeeping personnel
• Analyze insurance needs
• Conduct internal control analysis
• Create internal control and bookkeeping structures
• Analyze tax effects of proposed transactions
• Project and plan for the owner's personal tax situation
• Implement and administer pension plans
• Create and prepare owner allocation schedules for shared vs. non-shared income and expenses
• Provide monthly, quarterly or as otherwise needed financial statements
• Facilitate lending opportunities
• Analyze disability insurance contracts.
• Integrate planning with other entities owned by the principals (e.g. rental buildings)