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:

Business Development

Practice Financial Strategy/Ongoing Advisory
Partnership Financial Consulting
Practice Benchmarking & Reporting
360º Practice Financial Assessment
Strategic Business Planning & Advisory
Competitive Analysis

Services to Launch Your Practice

Pre-Launch Advisory
Start-up Accounting
New Practice Payroll
Business Plan Development & Preparation
Employee Handbook Development
Human Resources Management Consulting


Full Service Bookkeeping & Accounting (per Practice)
Corporate Monthly Accounting (Partnership Shell)
Partnership Monthly Accounting/Splits
Monthly Financial Statement Preparation
Quarterly Financial Statement Preparation
Accounting System Coordination
Payroll (Full-Service & Self-Service Options)
W-2 & 1099 Preparation/Filing
Bill Pay

Tax Preparation & Planning

Ongoing Strategic Tax Planning
Corporate Income Tax Preparation
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

Human Resources Management Consulting

Employee Handbook Review/Drafting
HR Systems Review/Design/Implementation
Total Compensation Analysis/Recommendations
Leadership Mentoring & Coaching
360º Workforce Assessment
HRIS Setup & Implementation
3rd Party HR Outsourcing

Transition Advisory

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

Personal Financial Planning

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