How We Serve Our Clients

We are honored to serve each client engaged with our firm. Here are some of the many ways we serve dentists and doctors in Texas and beyond:


Full Charge Bookkeeping & Accounting Compilation (per Practice)
Corporate Monthly Accounting (Partnership Shell)
Partnership Monthly Accounting/Splits
Quarterly Accounting
Monthly Financial Statement Preparation & Reporting
Quarterly Financial Statement Preparation & Reporting
Accounting System Coordination & Implementation

Tax Preparation & Planning

Ongoing Strategic Tax Planning
Corporate Income Tax Preparation (Standalone Practice)
Corporate Income Tax Preparation (Partnership Shell)
Partnership Income Tax Preparation
Individual Income Tax Preparation
Real Estate/Investment Partnerships
Texas Franchise Tax Return
Out-of-State Tax Returns/Filings
Business/Personal Property Rendition


Full-Service Payroll
Self-Service Payroll
W-2 Preparation (distribution + state & federal filing)
1099 Preparation (distribution + federal filing)

Business Development

Practice Financial Strategy/Ongoing Advisory (Levels I, II, III, & IV)
Ongoing Business Financial Consulting
Partnership Financial Consulting
Practice Benchmarking & Reporting
Entity Planning
360º Practice Financial Assessment
Strategic Business Plan Coaching
Competitive Analysis

Human Resources Management Consulting

Employee Handbook Review/Update
Employee Handbook Drafting
HR Systems Review/Design/Implementation
Total Compensation Analysis/Recommendations
Pay/Bonus Structure Analysis/Recommendations
Leadership Mentoring & Coaching
360º Workforce Assessment
HRIS Setup & Implementation

Transition Advisory & Startup Consulting

Practice Valuation & Transition Consulting
Seller-side Transition Representation
Buyer-side Transition Representation
Practice Start-up Consulting

CFO Outsourcing

Bill Pay

Personal Financial Planning

Ongoing Personal Financial Planning
Investment Management (Firm Directed)
Investment Management (Non-Managed Assets)