We don't have a services menu. We have The Treatment Plan: your books, your tax plan, and your returns, done by the same three people, all year. Everything else on this page is either an add-on to it or a project priced on a call.
Three things, one fee, one team. Bookkeeping feeds the tax plan. The tax plan drives the return. Split any of them off and the other two get worse. So we don't.
These sit outside the plan because they're procedures, not levels of care. You add them when you need them.
Financials with KPIs, production per provider, overhead by category, collections ratio, plus a planning meeting every month instead of three a year. For owners who run the practice by the numbers or have a big year coming.
Every business day we match cash, check, and card deposits to your practice management system. Any shortage, any amount, you hear about it that day. After 90 clean days you can step down to twice weekly.
We run it, file it, and reconcile it to your books. Tax deposits, quarterlies, W-2s, hygienist 1099s, new-hire reporting. One state, one EIN, up to 20 employees.
Separate books, one return. Priced per location. Four or more and we build the plan with you on a call.
Its own books, its own return, its own planning. A second S corp is not a second location.
Real work with a beginning and an end. Priced on a call, scoped in writing, done by Bilal or under him.
We rebuild the seller's numbers, test the bank's projections against them, and tell you what the practice is worth to you, not to the broker. Built on PracticeScope, the tool we wrote for this.
What the offer actually nets you after tax, what the rollover equity is really worth, and what to negotiate. We've read enough of these to know where the money hides.
Multi-location groups, build-outs, associate buy-ins, refinancing. Limited to a handful of engagements at a time.
If the last CPA left a mess, we fix it before month one, as a fixed-price project, so the plan starts clean.
Being specific about who we don't serve is how we stay good at who we do.
The calculator uses the same math we use on the call. Answer nine questions, get the monthly fee, then decide if the call is worth twenty minutes.
