Here
Are Some of the Services We Provide:
Personal Finances
Accounting & Taxes
Practice Management
PRACTICE SURVEY:
A complete analysis of your practice. A written report would detail the
results,
conclusions and recommendations.
PERIODIC VISITS:
Services are provided on a continuing basis with emphasis in certain areas
on
each visit. The majority of consulting is conducted in this fashion in order
to
provide a constant flow of information and review of your practice, tax
and
personal financial management.
SERVICES:
Tax audit representation and tax return preparation services. Payroll and
billing/
collection services are also available.
Services are charged by using a retainer schedule. Separate additional charges
are made when the consultant is required to attend a special meeting, report
on special projects or deal with some matter requiring additional time in
excess for the regular visit. Another option is to be billed with no retainer,
but on an hourly basis. No formal contracts are entered into with clients.
Personal Finances:
Personal financial planning services are also provided. Use of a financial
plan is recommended in order to help you prioritize your lifestyle and financial
goals. A review of your cash flow, investment portfolio, insurance protection,
retirement objectives and estate plans are conducted.
Accounting & Taxes:
The consultant working on a periodic basis will prepare and maintain records
in the following areas:
• state and federal income tax returns
• state and federal payroll tax returns and reports
• periodic finanical statements
• double entry accounting system
Practice Management:
Practice mangement services and reporting are designed to assist with the
following:
• establishment of credit policies and collection control
• analysis of income and comparisons
• statistical studies and comparison
• personnel training, policies and salary studies
• review fringe benefits program
• bookkeeping analysis, system development and utilization of
records and forms
• feasibility studies for partnership and corporate formations
• office planning and space utilization
• control appointments
• recommendations on use, purchase and/or lease of equipment
• location studies and advice on building ownership versus renting
• public relations and practice promotion
• business insurance analysis
• methods to finance a new practice
• purchase and/or sale of practice
• appraisal of practice
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