Professionals - Advisory Services

Creating strategies to ensure your Practice success.

Are You A NEW Professional?

We can help you get started right. After years of school and related training you are now focusing on the business aspects of your career. There are many challenges to deal with and we are here to help. Here are some common issues we help our clients deal with:

  • Should I incorporate, how do I do this, when is the right time?

  • What sort of tax strategies should I consider to save money? Are compensation alternatives or income splitting good options for me?

  • What is required for my personal accounting and bookkeeping?

  • How do I know if the clinic I am working at or want to work at is offering me a good arrangement?


Your Personal Goals Matter Too.

Our deep relationship approach to service allows us to really get to know our clients. As much as we focus on business success, we can also help you succeed in your personal life by understanding your goals and helping to make them a reality.


These can include:

  • Paying down your student loans

  • Buying a house

  • Investments in vacation properties

  • Saving for vacations

  • Funding children’s education      

  • Any other desired financial and personal goals

Understanding Our Role.

We are accountants and business consultants that strive to be your most trusted advisor. We focus on developing deep relationships and we are here to deal with the business challenges you face - from routine accounting duties to managing relationships with the other key   players in your business life including lawyers, bankers, etc.

We Are Always Here For You.

We want to be with you through all the stages of your business life cycle, providing the
following services:


  • Assurance & Accounting

  • Business Strategy & Advice

  • Business Valuations

  • Management Advisory Services

  • Mergers & Acquisitions

  • Corporate Finance

  • Tax Minimization Strategies

  • Estate & Succession Planning

  • Reorganization & Restructuring

  • New Business Initiatives

  • Personal & Business Financial Planning 



Deep Client Relationships. Expertise. Exceptional Service.

mission 03We are a professional firm of business advisors, accountants and support staff dedicated to helping our clients accomplish their business and financial goals. We succeed through the efforts of firm members responding to the specific needs of each client and the broader communities in which we live.