With our wide range or expertise, you can choose from dozens of services for your practice.

Our monthly retainer service is an affordable plan that allows us to meet all your accounting, payroll and practice consulting needs. With this plan you will receive scheduled visits by one of our expert consultants monthly or quarterly.

We can review your monthly financial records, quarterly payroll reporting, and the annual preparation of employee W-2's and required 1099's.

Tax, retirement plans and special projects are billed at an hourly rate and in most cases we can provide an estimate of this cost prior to work starting.

Accounting Services

  • Financial Statements
  • General Ledger
  • Bank Reconciliation
  • Accounts Payable

Payroll Services

  • Electronic Depositing
  • Quarterly Payroll Returns
  • Annual W-2's
  • Annual 1099's

Tax Services

  • Individual returns
  • Corporate Returns
  • Partnership Returns
  • Fiduciary Returns
  • Quarterly Estimates
  • Tax Planning
  • Representation with Tax Authorities

Practice Analysis

  • Practice Check-ups
  • Income & Expense Analysis
  • Review Collections & Policies

Practice Expansion & Group Practice Issues

  • New Doctor Salary & Benefits
  • Division of Income/Productivity
  • Ownership (Buy-in/Buy-out)

Retirement Administration

  • Tax Returns
  • Retirement Plan Preparation

Assistance with

  • Sales & Use Tax issues
  • Ohio unclaimed fund reporting & audits