INDUSTRIES

PROFESSIONAL SERVICES

Running a professional practice takes a considerable amount of time, and along with it comes numerous levels of technicalities. Engineers, Architects, Lawyers, Realtors, Physicians, Optometrist, Dentists and other busy professionals in high stress jobs face the same challenges, which we are fully equipped to handle. The management of personal and professional finances is a day-to-day task, but for a thriving practice, finding the balance between the two spheres of financial management can be extremely difficult.

We can help you manage both your personal and professional finances, providing you with expert advice and sound guidance, which gives you more time to focus on your family and grow your practice. From our core accounting services to a more customized approach, our services can help you with your financial needs.

Management Advisory Services


Corporate & Personal Tax Planning


Accounting and Bookkeeping


Personal Financial Planning


Estate and Succession Planning

Retirement Planning

Mergers and Acquisitions Due Diligence

Assistance with Bank Financing

Assistance with Practice Transitions