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accounting tax services

Financial Statement Surveys

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your practice's profitability and efficiency. We help our clients develop their internal accounting systems to ensure monthly financial statements are prepared on a timely basis. These financial statements become instrumental management tools.

We will teach you how to take selected information from your Practice Management Software and input this information into your accounting software on a monthly basis. Combining this information will allow you to have meaningful financial statements which you can use to make informed management decisions.

We survey your financial statements and other Key Performance Indicators on a monthly or quarterly basis depending on your needs. The purpose is to provide you an objective “outsider’s view” of what is working well or needs improvement in the areas of accounting, profit margin, and overall profitability within your practice. These surveys are a foundation for your senior advisory meetings.





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