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Management of personal and business finances for busy professionals

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