Strategic Financial Advisory
for Healthcare Professionals

Are you ready to partner with a CPA firm that works almost exclusively with dental & medical practices?

Take the Leap. Build Your Enterprise.

You know there is more to building a successful practice than the bottom line. You want to break away from the corporate way of thinking. You crave time to focus on what’s important – your patients. You have confidence in your ability to achieve organic, profitable growth. You’re ready to become a leader in your profession.

Tools for Success

The numbers, analysis, benchmarks, support, and knowledge you need to successfully run the business side of your practice.

Infinite Access

Comprehensive engagements that don’t nickle and dime clients for every phone call or email.

Full Service

An extensive menu of services that encompass accounting, reporting, tax, payroll, HR, and financial advisory aspects of a practice.

Financial Leadership

Experienced advisors provide guidance and support to clients making strategic decisions about personal and practice finances.

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Brandon R. Parkhurst

Shareholder & Lead Financial Strategist

Clients see the value of our extensive experience working with dental and medical professionals. Our knowledge of practice operations and ability to benchmark metrics important to practice owners is a point of pride for our firm, and a huge benefit to our clients.

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Lorraine S. Beste

Tax & Accounting Manager

The peace of mind that comes with knowing you have a talented advisor committed to ensuring your tax returns and financial statements are prepared as accurately as possible is a wonderful feeling.

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Kara D. Kelley

Business Development/HR Consultant

Clients love having a resource to answer their employee management & HR questions, help them update their policies, assist with total compensation design, and provide strategic business planning for their practice.

Who We Serve

Though we serve dentists and doctors all over the country, our clients are primarily located in Texas in the Austin, San Antonio, and Houston metro areas – including Cedar Park, Round Rock, Georgetown, Taylor, Leander, Hutto, West Lake, Bastrop, New Braunfels, San Marcos, Seguin, Corpus Christi, Galveston, Beeville, Victoria, Conroe, Spring, Sugarland, Pearland, Pasadena, and Katy.